Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.48%
Stock 60.90%
Bond 23.20%
Convertible 0.00%
Preferred 4.61%
Other 9.81%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 74.40%
Mid 17.09%
Small 8.51%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 81.52%    % Emerging Markets: 8.03%    % Unidentified Markets: 10.45%

Americas 55.97%
47.93%
Canada 6.09%
United States 41.84%
8.04%
Brazil 2.03%
Chile 1.45%
Mexico 3.01%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.85%
United Kingdom 9.77%
10.68%
Finland 0.31%
France 0.59%
Germany 1.04%
Ireland 1.11%
Netherlands 0.72%
Norway 1.28%
Sweden 0.63%
Switzerland 4.58%
0.23%
Poland 0.23%
0.17%
Saudi Arabia 0.17%
Greater Asia 12.73%
Japan 2.51%
0.11%
Australia 0.11%
9.23%
Hong Kong 3.54%
Singapore 0.68%
South Korea 4.22%
Taiwan 0.78%
0.89%
Kazakhstan 0.15%
Thailand 0.74%
Unidentified Region 10.45%

Bond Credit Quality Exposure

AAA 1.86%
AA 47.91%
A 3.85%
BBB 21.38%
BB 19.62%
B 3.02%
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 2.36%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
33.25%
Materials
7.63%
Consumer Discretionary
5.01%
Financials
15.09%
Real Estate
5.51%
Sensitive
24.30%
Communication Services
1.82%
Energy
6.10%
Industrials
10.03%
Information Technology
6.35%
Defensive
39.04%
Consumer Staples
29.10%
Health Care
9.54%
Utilities
0.41%
Not Classified
3.41%
Non Classified Equity
1.51%
Not Classified - Non Equity
1.91%
As of November 30, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 53.61%
Corporate 40.69%
Securitized 0.00%
Municipal 0.17%
Other 5.53%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
8.85%
Less than 1 Year
8.85%
Intermediate
80.54%
1 to 3 Years
41.86%
3 to 5 Years
23.03%
5 to 10 Years
15.65%
Long Term
6.86%
10 to 20 Years
0.00%
20 to 30 Years
3.54%
Over 30 Years
3.32%
Other
3.75%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial