Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.57%
Stock 56.67%
Bond 39.57%
Convertible 0.00%
Preferred 0.13%
Other 1.06%
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Market Capitalization

As of November 30, 2025
Large 77.23%
Mid 13.92%
Small 8.85%
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Region Exposure

% Developed Markets: 90.08%    % Emerging Markets: 6.06%    % Unidentified Markets: 3.86%

Americas 72.05%
69.81%
Canada 1.49%
United States 68.32%
2.24%
Brazil 0.47%
Chile 0.02%
Colombia 0.06%
Mexico 0.56%
Peru 0.08%
Venezuela 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.79%
United Kingdom 3.41%
9.14%
Austria 0.00%
Belgium 0.35%
Denmark 0.36%
Finland 0.09%
France 1.66%
Germany 1.48%
Greece 0.08%
Ireland 1.11%
Italy 0.68%
Netherlands 0.73%
Norway 0.02%
Portugal 0.14%
Spain 0.92%
Sweden 0.36%
Switzerland 0.99%
0.42%
Czech Republic 0.06%
Poland 0.13%
Turkey 0.08%
0.83%
Egypt 0.02%
Israel 0.04%
Saudi Arabia 0.20%
South Africa 0.41%
United Arab Emirates 0.10%
Greater Asia 10.30%
Japan 2.60%
0.30%
Australia 0.30%
3.86%
Hong Kong 0.45%
Singapore 0.29%
South Korea 1.05%
Taiwan 2.08%
3.54%
China 1.80%
India 1.21%
Indonesia 0.28%
Malaysia 0.08%
Philippines 0.02%
Thailand 0.13%
Unidentified Region 3.86%

Bond Credit Quality Exposure

AAA 9.72%
AA 50.36%
A 6.09%
BBB 14.89%
BB 2.73%
B 1.35%
Below B 0.43%
    CCC 0.42%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.01%
Not Rated 0.11%
Not Available 14.31%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
31.04%
Materials
3.64%
Consumer Discretionary
9.53%
Financials
15.98%
Real Estate
1.89%
Sensitive
45.73%
Communication Services
8.19%
Energy
2.69%
Industrials
11.44%
Information Technology
23.41%
Defensive
13.91%
Consumer Staples
4.03%
Health Care
7.71%
Utilities
2.18%
Not Classified
9.31%
Non Classified Equity
0.47%
Not Classified - Non Equity
8.84%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 56.77%
Corporate 21.71%
Securitized 20.32%
Municipal 0.58%
Other 0.62%
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Bond Maturity Exposure

Short Term
6.82%
Less than 1 Year
6.82%
Intermediate
59.24%
1 to 3 Years
6.64%
3 to 5 Years
18.21%
5 to 10 Years
34.39%
Long Term
33.42%
10 to 20 Years
12.69%
20 to 30 Years
17.76%
Over 30 Years
2.97%
Other
0.52%
As of November 30, 2025
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