Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.51%
Stock 74.15%
Bond 25.50%
Convertible 0.00%
Preferred 0.00%
Other -0.16%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 90.53%
Mid 7.98%
Small 1.49%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.73%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.27%

Americas 93.37%
93.36%
Canada 4.22%
United States 89.14%
0.01%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.35%
United Kingdom 0.08%
6.27%
France 0.02%
Ireland 5.97%
Italy 0.07%
Netherlands 0.03%
Spain 0.06%
0.00%
0.00%
Greater Asia 0.01%
Japan 0.00%
0.01%
Australia 0.01%
0.00%
0.00%
Unidentified Region 0.27%

Bond Credit Quality Exposure

AAA -0.76%
AA 57.94%
A 5.88%
BBB 11.70%
BB 14.91%
B 4.62%
Below B 0.56%
    CCC 0.56%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 5.15%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
33.03%
Materials
3.88%
Consumer Discretionary
12.01%
Financials
11.70%
Real Estate
5.44%
Sensitive
40.91%
Communication Services
5.33%
Energy
3.76%
Industrials
6.81%
Information Technology
25.00%
Defensive
23.16%
Consumer Staples
5.05%
Health Care
13.79%
Utilities
4.31%
Not Classified
2.91%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.91%
As of November 30, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 57.19%
Corporate 40.53%
Securitized 0.00%
Municipal 0.00%
Other 2.29%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
1.92%
Less than 1 Year
1.92%
Intermediate
93.96%
1 to 3 Years
16.04%
3 to 5 Years
34.65%
5 to 10 Years
43.27%
Long Term
4.01%
10 to 20 Years
0.47%
20 to 30 Years
1.45%
Over 30 Years
2.09%
Other
0.11%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial