Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.95%
Stock 80.52%
Bond 17.98%
Convertible 0.00%
Preferred 0.50%
Other 0.05%
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Market Capitalization

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

% Developed Markets: 88.28%    % Emerging Markets: 11.75%    % Unidentified Markets: -0.03%

Americas 66.24%
64.38%
Canada 4.87%
United States 59.51%
1.86%
Brazil 0.78%
Chile 0.04%
Colombia 0.00%
Mexico 0.31%
Peru 0.27%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.99%
United Kingdom 2.63%
8.78%
Austria 0.01%
Belgium 0.09%
Denmark 0.56%
Finland 0.15%
France 1.75%
Germany 1.56%
Ireland 0.61%
Italy 0.70%
Netherlands 1.25%
Norway 0.00%
Spain 0.33%
Sweden 0.28%
Switzerland 1.18%
0.29%
Czech Republic 0.00%
Poland 0.01%
Russia 0.00%
Turkey 0.26%
2.29%
Israel 0.27%
Qatar 0.32%
Saudi Arabia 0.76%
South Africa 0.44%
United Arab Emirates 0.49%
Greater Asia 19.81%
Japan 2.24%
0.67%
Australia 0.67%
8.06%
Hong Kong 1.48%
Singapore 0.31%
South Korea 2.76%
Taiwan 3.50%
8.84%
China 4.89%
India 3.45%
Indonesia 0.12%
Malaysia 0.27%
Philippines 0.08%
Thailand 0.03%
Unidentified Region -0.03%

Bond Credit Quality Exposure

AAA 5.63%
AA 51.41%
A 15.01%
BBB 17.30%
BB 0.17%
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 0.02%
Not Available 10.45%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
20.57%
Materials
1.55%
Consumer Discretionary
4.72%
Financials
11.92%
Real Estate
2.38%
Sensitive
26.53%
Communication Services
5.93%
Energy
1.26%
Industrials
7.44%
Information Technology
11.90%
Defensive
34.60%
Consumer Staples
10.20%
Health Care
12.01%
Utilities
12.38%
Not Classified
18.30%
Non Classified Equity
0.21%
Not Classified - Non Equity
18.09%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 49.90%
Corporate 33.33%
Securitized 12.69%
Municipal 3.18%
Other 0.90%
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Bond Maturity Exposure

Short Term
0.01%
Less than 1 Year
0.01%
Intermediate
53.23%
1 to 3 Years
12.46%
3 to 5 Years
10.00%
5 to 10 Years
30.77%
Long Term
46.75%
10 to 20 Years
6.51%
20 to 30 Years
39.31%
Over 30 Years
0.93%
Other
0.01%
As of November 30, 2025
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