Asset Allocation

As of November 30, 2025.
Type % Net
Cash 5.19%
Stock 60.25%
Bond 18.74%
Convertible 0.00%
Preferred 0.19%
Other 15.63%
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Market Capitalization

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

% Developed Markets: 80.18%    % Emerging Markets: 3.39%    % Unidentified Markets: 16.43%

Americas 64.79%
63.57%
Canada 34.98%
United States 28.59%
1.22%
Brazil 0.77%
Chile 0.00%
Colombia 0.03%
Mexico 0.10%
Peru 0.07%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.21%
United Kingdom 2.22%
7.65%
Austria 0.03%
Belgium 0.40%
Denmark 0.23%
Finland 0.31%
France 1.24%
Germany 1.10%
Greece 0.03%
Ireland 1.05%
Italy 0.35%
Netherlands 1.37%
Norway 0.08%
Portugal 0.01%
Spain 0.29%
Sweden 0.18%
Switzerland 0.78%
0.15%
Czech Republic 0.00%
Poland 0.01%
Turkey 0.03%
0.19%
Israel 0.03%
Qatar 0.00%
Saudi Arabia 0.05%
South Africa 0.04%
United Arab Emirates 0.07%
Greater Asia 8.57%
Japan 2.27%
0.40%
Australia 0.37%
3.84%
Hong Kong 0.84%
Singapore 0.42%
South Korea 1.02%
Taiwan 1.56%
2.06%
China 1.15%
India 0.63%
Indonesia 0.09%
Kazakhstan 0.04%
Malaysia 0.00%
Philippines 0.03%
Thailand 0.12%
Unidentified Region 16.43%

Bond Credit Quality Exposure

AAA 13.26%
AA 13.75%
A 21.39%
BBB 31.38%
BB 7.17%
B 3.56%
Below B 0.25%
    CCC 0.25%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.14%
Not Available 9.11%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
24.96%
Materials
4.57%
Consumer Discretionary
7.05%
Financials
10.98%
Real Estate
2.35%
Sensitive
28.04%
Communication Services
3.72%
Energy
3.60%
Industrials
8.80%
Information Technology
11.92%
Defensive
9.36%
Consumer Staples
2.99%
Health Care
5.07%
Utilities
1.30%
Not Classified
37.65%
Non Classified Equity
1.01%
Not Classified - Non Equity
36.63%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 11.04%
Corporate 62.47%
Securitized 1.18%
Municipal 17.32%
Other 7.99%
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Bond Maturity Exposure

Short Term
3.50%
Less than 1 Year
3.50%
Intermediate
73.42%
1 to 3 Years
13.26%
3 to 5 Years
23.35%
5 to 10 Years
36.80%
Long Term
21.35%
10 to 20 Years
5.02%
20 to 30 Years
10.08%
Over 30 Years
6.25%
Other
1.73%
As of November 30, 2025
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