Asset Allocation

As of November 30, 2025.
Type % Net
Cash 5.28%
Stock 46.97%
Bond 44.86%
Convertible 0.00%
Preferred 0.10%
Other 2.79%
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Market Capitalization

As of November 30, 2025
Large 77.09%
Mid 13.96%
Small 8.96%
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Region Exposure

% Developed Markets: 86.70%    % Emerging Markets: 5.38%    % Unidentified Markets: 7.92%

Americas 71.73%
69.51%
Canada 1.29%
United States 68.22%
2.22%
Brazil 0.41%
Chile 0.02%
Colombia 0.06%
Mexico 0.56%
Peru 0.07%
Venezuela 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.73%
United Kingdom 2.94%
7.68%
Austria 0.00%
Belgium 0.29%
Denmark 0.29%
Finland 0.07%
France 1.37%
Germany 1.23%
Greece 0.07%
Ireland 0.99%
Italy 0.57%
Netherlands 0.61%
Norway 0.01%
Portugal 0.12%
Spain 0.76%
Sweden 0.30%
Switzerland 0.84%
0.40%
Czech Republic 0.06%
Poland 0.12%
Turkey 0.07%
0.71%
Egypt 0.02%
Israel 0.04%
Saudi Arabia 0.17%
South Africa 0.36%
United Arab Emirates 0.09%
Greater Asia 8.62%
Japan 2.15%
0.26%
Australia 0.26%
3.20%
Hong Kong 0.38%
Singapore 0.24%
South Korea 0.87%
Taiwan 1.72%
3.01%
China 1.50%
India 1.03%
Indonesia 0.25%
Malaysia 0.08%
Philippines 0.01%
Thailand 0.12%
Unidentified Region 7.92%

Bond Credit Quality Exposure

AAA 9.86%
AA 50.52%
A 6.14%
BBB 14.79%
BB 1.35%
B 0.08%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.11%
Not Available 17.15%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
27.33%
Materials
3.18%
Consumer Discretionary
8.35%
Financials
14.07%
Real Estate
1.72%
Sensitive
40.13%
Communication Services
7.21%
Energy
2.34%
Industrials
10.00%
Information Technology
20.58%
Defensive
12.19%
Consumer Staples
3.54%
Health Care
6.75%
Utilities
1.90%
Not Classified
20.36%
Non Classified Equity
0.27%
Not Classified - Non Equity
20.09%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 60.20%
Corporate 18.37%
Securitized 20.65%
Municipal 0.48%
Other 0.29%
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Bond Maturity Exposure

Short Term
10.27%
Less than 1 Year
10.27%
Intermediate
55.53%
1 to 3 Years
5.95%
3 to 5 Years
16.79%
5 to 10 Years
32.79%
Long Term
33.76%
10 to 20 Years
12.77%
20 to 30 Years
17.97%
Over 30 Years
3.02%
Other
0.45%
As of November 30, 2025
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