Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.07%
Stock 77.58%
Bond 18.51%
Convertible 0.05%
Preferred 0.14%
Other 1.65%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 73.10%
Mid 15.47%
Small 11.44%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 92.62%    % Emerging Markets: 4.61%    % Unidentified Markets: 2.77%

Americas 87.64%
86.20%
Canada 70.98%
United States 15.22%
1.44%
Argentina 0.00%
Brazil 0.40%
Chile 0.05%
Colombia 0.11%
Mexico 0.29%
Peru 0.09%
Venezuela 0.01%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.98%
United Kingdom 1.54%
2.20%
Belgium 0.05%
Denmark 0.05%
France 0.40%
Germany 0.21%
Greece 0.03%
Ireland 0.13%
Italy 0.10%
Netherlands 0.13%
Norway 0.00%
Spain 0.14%
Sweden 0.83%
Switzerland 0.12%
0.64%
Czech Republic 0.13%
Poland 0.19%
Turkey 0.10%
0.60%
Egypt 0.03%
Israel 0.00%
Saudi Arabia 0.11%
South Africa 0.37%
United Arab Emirates 0.06%
Greater Asia 4.61%
Japan 0.55%
0.04%
Australia 0.04%
1.60%
Hong Kong 0.17%
Singapore 0.08%
South Korea 0.51%
Taiwan 0.84%
2.42%
China 0.99%
India 0.80%
Indonesia 0.29%
Malaysia 0.16%
Philippines 0.01%
Thailand 0.17%
Unidentified Region 2.77%

Bond Credit Quality Exposure

AAA 25.87%
AA 20.52%
A 21.02%
BBB 12.30%
BB 3.61%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.53%
Not Available 16.15%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
50.91%
Materials
16.21%
Consumer Discretionary
6.81%
Financials
26.65%
Real Estate
1.24%
Sensitive
37.85%
Communication Services
1.87%
Energy
9.80%
Industrials
16.42%
Information Technology
9.75%
Defensive
5.09%
Consumer Staples
2.96%
Health Care
0.49%
Utilities
1.64%
Not Classified
6.15%
Non Classified Equity
0.51%
Not Classified - Non Equity
5.64%
As of November 30, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 36.41%
Corporate 20.38%
Securitized 1.72%
Municipal 35.18%
Other 6.31%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
11.07%
Less than 1 Year
11.07%
Intermediate
39.89%
1 to 3 Years
7.86%
3 to 5 Years
10.62%
5 to 10 Years
21.41%
Long Term
49.01%
10 to 20 Years
17.99%
20 to 30 Years
25.26%
Over 30 Years
5.76%
Other
0.03%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial