Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.65%
Stock 64.53%
Bond 30.97%
Convertible 0.00%
Preferred 0.00%
Other 0.85%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 86.42%
Mid 9.95%
Small 3.62%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.62%    % Emerging Markets: 0.07%    % Unidentified Markets: 1.30%

Americas 80.61%
80.20%
Canada 42.01%
United States 38.19%
0.41%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.69%
United Kingdom 5.01%
10.13%
Belgium 1.16%
France 1.06%
Germany 2.35%
Ireland 1.82%
Italy 0.00%
Netherlands 1.44%
Switzerland 2.26%
0.00%
0.54%
Israel 0.54%
Greater Asia 2.40%
Japan 2.40%
0.00%
Australia 0.00%
0.00%
Singapore 0.00%
0.00%
Unidentified Region 1.30%

Bond Credit Quality Exposure

AAA 16.24%
AA 9.76%
A 16.97%
BBB 29.72%
BB 11.30%
B 6.95%
Below B 0.20%
    CCC 0.20%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.81%
Not Available 7.05%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
23.63%
Materials
2.72%
Consumer Discretionary
3.79%
Financials
14.46%
Real Estate
2.66%
Sensitive
28.14%
Communication Services
3.01%
Energy
2.77%
Industrials
9.87%
Information Technology
12.49%
Defensive
13.54%
Consumer Staples
5.06%
Health Care
6.97%
Utilities
1.51%
Not Classified
34.69%
Non Classified Equity
0.35%
Not Classified - Non Equity
34.35%
As of November 30, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 11.32%
Corporate 66.16%
Securitized 0.41%
Municipal 13.79%
Other 8.32%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.64%
Less than 1 Year
0.64%
Intermediate
67.24%
1 to 3 Years
8.60%
3 to 5 Years
18.93%
5 to 10 Years
39.71%
Long Term
29.34%
10 to 20 Years
4.56%
20 to 30 Years
16.95%
Over 30 Years
7.82%
Other
2.78%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial