Asset Allocation

As of November 30, 2025.
Type % Net
Cash 10.07%
Stock 53.12%
Bond 32.63%
Convertible 0.00%
Preferred 0.02%
Other 4.15%
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Market Capitalization

As of November 30, 2025
Large 88.32%
Mid 8.42%
Small 3.26%
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Region Exposure

% Developed Markets: 94.63%    % Emerging Markets: 0.05%    % Unidentified Markets: 5.32%

Americas 93.32%
93.28%
Canada 49.57%
United States 43.71%
0.04%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.24%
United Kingdom 0.26%
0.98%
France 0.22%
Ireland 0.45%
Italy 0.14%
Netherlands 0.06%
Spain 0.11%
0.00%
0.00%
Greater Asia 0.12%
Japan 0.10%
0.02%
Australia 0.02%
0.00%
Taiwan 0.00%
0.00%
Unidentified Region 5.32%

Bond Credit Quality Exposure

AAA 15.88%
AA 24.83%
A 10.36%
BBB 36.39%
BB 3.83%
B 0.04%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.18%
Not Available 8.49%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
35.93%
Materials
1.67%
Consumer Discretionary
7.04%
Financials
22.28%
Real Estate
4.95%
Sensitive
25.60%
Communication Services
0.11%
Energy
11.93%
Industrials
8.44%
Information Technology
5.12%
Defensive
10.15%
Consumer Staples
3.21%
Health Care
4.20%
Utilities
2.73%
Not Classified
28.32%
Non Classified Equity
0.58%
Not Classified - Non Equity
27.73%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 35.34%
Corporate 51.18%
Securitized 1.67%
Municipal 3.44%
Other 8.37%
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Bond Maturity Exposure

Short Term
0.89%
Less than 1 Year
0.89%
Intermediate
72.68%
1 to 3 Years
24.40%
3 to 5 Years
11.40%
5 to 10 Years
36.88%
Long Term
24.54%
10 to 20 Years
3.99%
20 to 30 Years
13.36%
Over 30 Years
7.19%
Other
1.89%
As of November 30, 2025
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