Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.75%
Stock 27.11%
Bond 9.61%
Convertible 0.00%
Preferred 59.41%
Other 1.13%
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Market Capitalization

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

% Developed Markets: 91.32%    % Emerging Markets: 0.00%    % Unidentified Markets: 8.68%

Americas 91.32%
90.15%
Canada 90.15%
1.17%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 8.68%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.00%
BBB 34.20%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 65.80%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
46.91%
Materials
3.04%
Consumer Discretionary
0.00%
Financials
41.79%
Real Estate
2.08%
Sensitive
24.26%
Communication Services
2.04%
Energy
18.31%
Industrials
2.61%
Information Technology
1.29%
Defensive
16.57%
Consumer Staples
0.00%
Health Care
1.10%
Utilities
15.47%
Not Classified
12.26%
Non Classified Equity
12.26%
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 38.87%
Corporate 48.35%
Securitized 0.00%
Municipal 0.00%
Other 12.78%
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Bond Maturity Exposure

Short Term
37.61%
Less than 1 Year
37.61%
Intermediate
0.00%
1 to 3 Years
0.00%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
Long Term
27.49%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
27.49%
Other
34.90%
As of November 30, 2025
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