Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.81%
Stock 57.29%
Bond 36.86%
Convertible 0.00%
Preferred 0.07%
Other 4.97%
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Market Capitalization

As of November 30, 2025
Large 87.28%
Mid 6.89%
Small 5.83%
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Region Exposure

% Developed Markets: 91.09%    % Emerging Markets: 2.70%    % Unidentified Markets: 6.21%

Americas 72.45%
71.50%
Canada 6.29%
United States 65.20%
0.95%
Mexico 0.45%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.24%
United Kingdom 5.95%
8.29%
Denmark 0.11%
France 1.94%
Germany 2.69%
Ireland 0.40%
Italy 1.81%
Netherlands 1.01%
Norway 0.00%
Spain 0.00%
Switzerland 0.32%
0.00%
0.00%
Greater Asia 7.11%
Japan 2.44%
0.05%
Australia 0.05%
2.87%
Hong Kong 1.10%
Singapore 0.03%
South Korea 0.72%
Taiwan 0.88%
1.75%
China 1.25%
India 0.50%
Unidentified Region 6.21%

Bond Credit Quality Exposure

AAA 0.01%
AA 54.28%
A 3.57%
BBB 12.31%
BB 18.15%
B 6.68%
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 5.01%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
31.27%
Materials
5.51%
Consumer Discretionary
9.60%
Financials
15.17%
Real Estate
0.99%
Sensitive
44.29%
Communication Services
7.18%
Energy
2.79%
Industrials
11.23%
Information Technology
23.09%
Defensive
15.85%
Consumer Staples
3.79%
Health Care
9.47%
Utilities
2.59%
Not Classified
8.59%
Non Classified Equity
0.13%
Not Classified - Non Equity
8.45%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 53.64%
Corporate 42.02%
Securitized 0.17%
Municipal 0.00%
Other 4.17%
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Bond Maturity Exposure

Short Term
4.21%
Less than 1 Year
4.21%
Intermediate
70.26%
1 to 3 Years
20.67%
3 to 5 Years
13.42%
5 to 10 Years
36.17%
Long Term
23.33%
10 to 20 Years
2.69%
20 to 30 Years
15.94%
Over 30 Years
4.70%
Other
2.20%
As of November 30, 2025
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