Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.24%
Stock 69.16%
Bond 23.60%
Convertible 0.00%
Preferred 0.00%
Other 6.99%
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Market Capitalization

As of November 30, 2025
Large 84.18%
Mid 7.56%
Small 8.26%
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Region Exposure

% Developed Markets: 95.03%    % Emerging Markets: 0.95%    % Unidentified Markets: 4.02%

Americas 92.13%
88.41%
Canada 9.80%
United States 78.61%
3.72%
Chile 0.04%
Mexico 0.08%
Peru 0.02%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.23%
United Kingdom 0.76%
2.05%
France 0.72%
Ireland 1.19%
Netherlands 0.03%
Switzerland 0.11%
0.00%
0.42%
Egypt 0.04%
Nigeria 0.13%
Qatar 0.06%
Saudi Arabia 0.03%
South Africa 0.03%
Greater Asia 0.62%
Japan 0.04%
0.00%
0.46%
Taiwan 0.46%
0.12%
Indonesia 0.08%
Unidentified Region 4.02%

Bond Credit Quality Exposure

AAA 0.50%
AA 51.95%
A 11.34%
BBB 28.80%
BB 4.37%
B 1.44%
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 1.60%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
45.07%
Materials
0.00%
Consumer Discretionary
12.01%
Financials
31.09%
Real Estate
1.97%
Sensitive
40.55%
Communication Services
21.53%
Energy
0.00%
Industrials
7.58%
Information Technology
11.44%
Defensive
8.64%
Consumer Staples
0.00%
Health Care
8.64%
Utilities
0.00%
Not Classified
5.74%
Non Classified Equity
0.94%
Not Classified - Non Equity
4.80%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 53.42%
Corporate 41.14%
Securitized 0.50%
Municipal 0.00%
Other 4.94%
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Bond Maturity Exposure

Short Term
2.63%
Less than 1 Year
2.63%
Intermediate
65.62%
1 to 3 Years
9.79%
3 to 5 Years
18.87%
5 to 10 Years
36.96%
Long Term
29.90%
10 to 20 Years
6.51%
20 to 30 Years
17.63%
Over 30 Years
5.76%
Other
1.86%
As of November 30, 2025
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