Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.64%
Stock 50.68%
Bond 46.41%
Convertible 0.00%
Preferred 0.10%
Other 1.17%
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Market Capitalization

As of November 30, 2025
Large 78.84%
Mid 16.06%
Small 5.10%
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Region Exposure

% Developed Markets: 96.61%    % Emerging Markets: 0.24%    % Unidentified Markets: 3.16%

Americas 94.95%
94.82%
Canada 78.85%
United States 15.96%
0.13%
Mexico 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.64%
United Kingdom 0.81%
0.82%
Belgium 0.01%
Finland 0.00%
France 0.49%
Germany 0.04%
Ireland 0.03%
Italy 0.03%
Netherlands 0.06%
Norway 0.01%
Spain 0.02%
Sweden 0.01%
Switzerland 0.02%
0.01%
Poland 0.01%
0.01%
Israel 0.00%
Greater Asia 0.26%
Japan 0.07%
0.11%
Australia 0.11%
0.06%
Hong Kong 0.02%
Singapore 0.04%
0.01%
India 0.01%
Unidentified Region 3.16%

Bond Credit Quality Exposure

AAA 27.08%
AA 15.03%
A 16.11%
BBB 15.79%
BB 9.10%
B 6.95%
Below B 2.58%
    CCC 2.11%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.47%
Not Rated 0.82%
Not Available 6.54%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
49.71%
Materials
16.32%
Consumer Discretionary
5.29%
Financials
26.06%
Real Estate
2.04%
Sensitive
27.79%
Communication Services
1.45%
Energy
5.76%
Industrials
10.11%
Information Technology
10.46%
Defensive
1.41%
Consumer Staples
1.03%
Health Care
0.38%
Utilities
0.00%
Not Classified
21.10%
Non Classified Equity
0.33%
Not Classified - Non Equity
20.77%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 22.61%
Corporate 47.09%
Securitized 2.69%
Municipal 21.55%
Other 6.06%
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Bond Maturity Exposure

Short Term
3.95%
Less than 1 Year
3.95%
Intermediate
67.08%
1 to 3 Years
13.64%
3 to 5 Years
19.96%
5 to 10 Years
33.47%
Long Term
28.36%
10 to 20 Years
10.65%
20 to 30 Years
12.96%
Over 30 Years
4.75%
Other
0.61%
As of November 30, 2025
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