Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.01%
Stock 88.37%
Bond 9.32%
Convertible 0.00%
Preferred 0.00%
Other 2.30%
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Market Capitalization

As of November 30, 2025
Large 75.14%
Mid 16.15%
Small 8.70%
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Region Exposure

% Developed Markets: 99.96%    % Emerging Markets: 0.01%    % Unidentified Markets: 0.03%

Americas 99.55%
97.23%
Canada 86.50%
United States 10.73%
2.32%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.38%
United Kingdom 0.05%
0.34%
France 0.06%
Germany 0.02%
Ireland 0.24%
Netherlands 0.01%
0.00%
0.00%
Greater Asia 0.04%
Japan 0.02%
0.01%
Australia 0.01%
0.00%
Singapore 0.00%
0.00%
Unidentified Region 0.03%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
61.10%
Materials
18.79%
Consumer Discretionary
3.45%
Financials
36.30%
Real Estate
2.56%
Sensitive
29.73%
Communication Services
0.70%
Energy
12.53%
Industrials
11.33%
Information Technology
5.17%
Defensive
9.17%
Consumer Staples
4.12%
Health Care
1.16%
Utilities
3.89%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 42.46%
Corporate 50.68%
Securitized 0.00%
Municipal 0.00%
Other 6.86%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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