Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.72%
Stock 61.53%
Bond 36.78%
Convertible 0.00%
Preferred 0.01%
Other 0.97%
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Market Capitalization

As of November 30, 2025
Large 72.26%
Mid 18.76%
Small 8.98%
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Region Exposure

% Developed Markets: 97.83%    % Emerging Markets: 0.98%    % Unidentified Markets: 1.19%

Americas 81.66%
80.58%
Canada 34.60%
United States 45.98%
1.08%
Argentina 0.02%
Brazil 0.08%
Chile 0.01%
Colombia 0.05%
Mexico 0.38%
Peru 0.00%
Venezuela 0.01%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.40%
United Kingdom 2.82%
8.10%
Austria 0.10%
Belgium 0.04%
Denmark 0.26%
Finland 0.28%
France 1.60%
Germany 1.11%
Greece 0.02%
Ireland 0.34%
Italy 0.59%
Netherlands 0.58%
Norway 0.16%
Portugal 0.00%
Spain 0.75%
Sweden 0.34%
Switzerland 1.69%
0.14%
Poland 0.01%
Turkey 0.05%
0.35%
Egypt 0.02%
Israel 0.19%
Nigeria 0.01%
Saudi Arabia 0.00%
South Africa 0.03%
United Arab Emirates 0.00%
Greater Asia 5.74%
Japan 4.18%
0.97%
Australia 0.93%
0.56%
Hong Kong 0.33%
Singapore 0.22%
South Korea 0.01%
0.03%
Indonesia 0.01%
Pakistan 0.00%
Philippines 0.00%
Unidentified Region 1.19%

Bond Credit Quality Exposure

AAA 9.78%
AA 20.52%
A 18.29%
BBB 37.74%
BB 6.07%
B 3.80%
Below B 0.33%
    CCC 0.32%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.01%
Not Rated 0.16%
Not Available 3.32%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
39.58%
Materials
9.88%
Consumer Discretionary
6.40%
Financials
19.77%
Real Estate
3.53%
Sensitive
38.55%
Communication Services
4.65%
Energy
3.69%
Industrials
13.29%
Information Technology
16.92%
Defensive
19.24%
Consumer Staples
4.90%
Health Care
8.05%
Utilities
6.29%
Not Classified
2.64%
Non Classified Equity
0.95%
Not Classified - Non Equity
1.68%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 23.05%
Corporate 47.42%
Securitized 1.75%
Municipal 20.17%
Other 7.60%
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Bond Maturity Exposure

Short Term
3.73%
Less than 1 Year
3.73%
Intermediate
61.64%
1 to 3 Years
12.91%
3 to 5 Years
15.22%
5 to 10 Years
33.51%
Long Term
34.39%
10 to 20 Years
9.60%
20 to 30 Years
16.95%
Over 30 Years
7.84%
Other
0.24%
As of November 30, 2025
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