Asset Allocation

As of November 30, 2025.
Type % Net
Cash 43.73%
Stock 53.99%
Bond 4.24%
Convertible 0.00%
Preferred 0.00%
Other -1.96%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 102.0%    % Emerging Markets: 0.00%    % Unidentified Markets: -1.96%

Americas 100.2%
100.2%
Canada 0.72%
United States 99.45%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.78%
United Kingdom 0.00%
1.78%
Ireland 1.78%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -1.96%

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
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
12.01%
Materials
0.00%
Consumer Discretionary
2.66%
Financials
9.34%
Real Estate
0.00%
Sensitive
55.12%
Communication Services
13.18%
Energy
0.00%
Industrials
6.97%
Information Technology
34.98%
Defensive
32.87%
Consumer Staples
15.07%
Health Care
17.79%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of November 30, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
View Bond Sector Exposure
Start Trial

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
View Bond Maturity Exposure
Start Trial