Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.58%
Stock 74.81%
Bond 5.80%
Convertible 0.00%
Preferred 0.33%
Other 15.48%
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Market Capitalization

As of November 30, 2025
Large 55.91%
Mid 21.93%
Small 22.16%
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Region Exposure

% Developed Markets: 85.36%    % Emerging Markets: 0.00%    % Unidentified Markets: 14.64%

Americas 81.37%
81.37%
Canada 3.04%
United States 78.33%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.99%
United Kingdom 1.84%
2.15%
Ireland 1.80%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 14.64%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
25.89%
Materials
7.95%
Consumer Discretionary
2.04%
Financials
11.26%
Real Estate
4.64%
Sensitive
46.60%
Communication Services
16.66%
Energy
7.60%
Industrials
9.52%
Information Technology
12.81%
Defensive
25.97%
Consumer Staples
5.35%
Health Care
20.62%
Utilities
0.00%
Not Classified
1.54%
Non Classified Equity
0.20%
Not Classified - Non Equity
1.34%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 78.72%
Corporate 20.65%
Securitized 0.00%
Municipal 0.00%
Other 0.63%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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