Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.25%
Stock 37.50%
Bond 54.70%
Convertible 0.00%
Preferred 2.89%
Other 1.66%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 86.28%    % Emerging Markets: 12.28%    % Unidentified Markets: 1.43%

Americas 79.06%
72.86%
Canada 21.77%
United States 51.09%
6.20%
Argentina 0.12%
Brazil 0.59%
Chile 0.46%
Colombia 0.46%
Mexico 0.62%
Peru 0.53%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.08%
United Kingdom 1.30%
4.96%
Austria 0.03%
Belgium 0.08%
Denmark 0.16%
Finland 0.10%
France 0.81%
Germany 0.57%
Greece 0.00%
Ireland 0.41%
Italy 0.38%
Netherlands 0.84%
Norway 0.18%
Portugal 0.00%
Spain 0.23%
Sweden 0.20%
Switzerland 0.52%
1.59%
Czech Republic 0.00%
Poland 0.13%
Turkey 0.69%
3.23%
Egypt 0.26%
Israel 0.03%
Nigeria 0.26%
Qatar 0.24%
Saudi Arabia 0.07%
South Africa 0.42%
United Arab Emirates 0.49%
Greater Asia 8.42%
Japan 1.98%
0.46%
Australia 0.42%
2.19%
Hong Kong 0.54%
Singapore 0.18%
South Korea 0.42%
Taiwan 0.96%
3.79%
China 1.37%
India 0.64%
Indonesia 0.29%
Kazakhstan 0.23%
Malaysia 0.06%
Pakistan 0.25%
Philippines 0.24%
Thailand 0.06%
Unidentified Region 1.43%

Bond Credit Quality Exposure

AAA 2.36%
AA 4.08%
A 5.09%
BBB 12.27%
BB 33.20%
B 14.49%
Below B 1.00%
    CCC 0.97%
    CC 0.01%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.03%
Not Rated 0.00%
Not Available 27.51%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
19.16%
Materials
2.44%
Consumer Discretionary
3.79%
Financials
12.02%
Real Estate
0.91%
Sensitive
18.00%
Communication Services
2.12%
Energy
3.89%
Industrials
3.14%
Information Technology
8.85%
Defensive
5.74%
Consumer Staples
1.26%
Health Care
2.62%
Utilities
1.87%
Not Classified
57.10%
Non Classified Equity
0.41%
Not Classified - Non Equity
56.69%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 45.49%
Corporate 45.37%
Securitized 0.00%
Municipal 8.05%
Other 1.09%
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Bond Maturity Exposure

Short Term
0.70%
Less than 1 Year
0.70%
Intermediate
46.18%
1 to 3 Years
10.35%
3 to 5 Years
14.06%
5 to 10 Years
21.77%
Long Term
52.66%
10 to 20 Years
7.49%
20 to 30 Years
41.01%
Over 30 Years
4.17%
Other
0.47%
As of November 30, 2025
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