Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.77%
Stock 22.36%
Bond 39.55%
Convertible 0.07%
Preferred 0.00%
Other 36.26%
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Market Capitalization

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

% Developed Markets: 59.37%    % Emerging Markets: 0.29%    % Unidentified Markets: 40.34%

Americas 57.72%
57.08%
Canada 0.27%
United States 56.81%
0.64%
Colombia 0.06%
Mexico 0.12%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.86%
United Kingdom 0.53%
1.18%
France 0.32%
Germany 0.12%
Ireland 0.43%
Italy 0.01%
Netherlands 0.12%
Spain 0.04%
Switzerland 0.08%
0.00%
0.15%
Egypt 0.03%
Qatar 0.05%
South Africa 0.01%
United Arab Emirates 0.05%
Greater Asia 0.08%
Japan 0.03%
0.02%
Australia 0.02%
0.01%
Singapore 0.00%
Taiwan 0.00%
0.01%
India 0.01%
Unidentified Region 40.34%

Bond Credit Quality Exposure

AAA 3.66%
AA 43.41%
A 4.23%
BBB 4.48%
BB 10.85%
B 7.84%
Below B 2.66%
    CCC 2.49%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.17%
Not Rated 0.37%
Not Available 22.48%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
5.90%
Materials
0.32%
Consumer Discretionary
2.23%
Financials
3.02%
Real Estate
0.34%
Sensitive
12.63%
Communication Services
2.58%
Energy
0.63%
Industrials
1.72%
Information Technology
7.70%
Defensive
3.72%
Consumer Staples
0.90%
Health Care
2.30%
Utilities
0.52%
Not Classified
77.75%
Non Classified Equity
0.01%
Not Classified - Non Equity
77.74%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 38.40%
Corporate 31.24%
Securitized 29.30%
Municipal 0.00%
Other 1.05%
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Bond Maturity Exposure

Short Term
1.13%
Less than 1 Year
1.13%
Intermediate
61.21%
1 to 3 Years
15.60%
3 to 5 Years
19.07%
5 to 10 Years
26.55%
Long Term
36.54%
10 to 20 Years
6.28%
20 to 30 Years
26.59%
Over 30 Years
3.67%
Other
1.12%
As of November 30, 2025
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