Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.65%
Stock 84.24%
Bond 13.25%
Convertible 0.00%
Preferred 0.12%
Other 0.74%
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Market Capitalization

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

% Developed Markets: 88.49%    % Emerging Markets: 3.39%    % Unidentified Markets: 8.13%

Americas 65.74%
64.98%
Canada 23.49%
United States 41.49%
0.76%
Argentina 0.01%
Brazil 0.23%
Chile 0.03%
Colombia 0.01%
Mexico 0.13%
Peru 0.02%
Venezuela 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.41%
United Kingdom 4.26%
10.31%
Austria 0.34%
Belgium 0.23%
Denmark 1.09%
Finland 0.12%
France 1.81%
Germany 1.33%
Greece 0.03%
Ireland 0.99%
Italy 0.46%
Netherlands 1.06%
Norway 0.09%
Portugal 0.02%
Spain 0.39%
Sweden 0.73%
Switzerland 1.35%
0.15%
Czech Republic 0.01%
Poland 0.06%
Russia 0.00%
Turkey 0.05%
0.69%
Egypt 0.01%
Israel 0.23%
Nigeria 0.00%
Qatar 0.03%
Saudi Arabia 0.14%
South Africa 0.17%
United Arab Emirates 0.07%
Greater Asia 10.72%
Japan 3.51%
0.83%
Australia 0.80%
3.97%
Hong Kong 0.72%
Singapore 0.41%
South Korea 0.99%
Taiwan 1.73%
2.41%
China 1.38%
India 0.81%
Indonesia 0.07%
Malaysia 0.07%
Pakistan 0.00%
Philippines 0.02%
Thailand 0.06%
Unidentified Region 8.13%

Bond Credit Quality Exposure

AAA 4.91%
AA 12.13%
A 10.10%
BBB 15.22%
BB 8.03%
B 3.76%
Below B 1.29%
    CCC 1.05%
    CC 0.09%
    C 0.07%
    DDD 0.00%
    DD 0.00%
    D 0.08%
Not Rated 0.53%
Not Available 44.03%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
30.48%
Materials
4.45%
Consumer Discretionary
9.04%
Financials
15.46%
Real Estate
1.53%
Sensitive
36.16%
Communication Services
5.31%
Energy
4.06%
Industrials
11.54%
Information Technology
15.25%
Defensive
15.28%
Consumer Staples
5.39%
Health Care
7.45%
Utilities
2.45%
Not Classified
18.07%
Non Classified Equity
8.42%
Not Classified - Non Equity
9.65%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 46.04%
Corporate 35.70%
Securitized 5.08%
Municipal 8.72%
Other 4.47%
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Bond Maturity Exposure

Short Term
37.41%
Less than 1 Year
37.41%
Intermediate
40.10%
1 to 3 Years
7.57%
3 to 5 Years
12.02%
5 to 10 Years
20.52%
Long Term
20.33%
10 to 20 Years
5.90%
20 to 30 Years
8.03%
Over 30 Years
6.40%
Other
2.15%
As of November 30, 2025
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