Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.40%
Stock 84.30%
Bond 13.41%
Convertible 0.00%
Preferred 0.00%
Other 1.89%
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Market Capitalization

As of November 30, 2025
Large 72.09%
Mid 18.73%
Small 9.18%
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Region Exposure

% Developed Markets: 97.34%    % Emerging Markets: 0.63%    % Unidentified Markets: 2.03%

Americas 76.18%
75.18%
Canada 28.62%
United States 46.56%
1.00%
Argentina 0.01%
Brazil 0.03%
Chile 0.00%
Colombia 0.02%
Mexico 0.42%
Peru 0.00%
Venezuela 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.21%
United Kingdom 3.41%
10.44%
Austria 0.14%
Belgium 0.02%
Denmark 0.33%
Finland 0.38%
France 2.00%
Germany 1.47%
Greece 0.01%
Ireland 0.41%
Italy 0.78%
Netherlands 0.72%
Norway 0.21%
Portugal 0.00%
Spain 1.01%
Sweden 0.46%
Switzerland 2.28%
0.05%
Poland 0.00%
Turkey 0.02%
0.31%
Egypt 0.01%
Israel 0.26%
Nigeria 0.00%
Saudi Arabia 0.00%
South Africa 0.01%
United Arab Emirates 0.00%
Greater Asia 7.58%
Japan 5.65%
1.20%
Australia 1.13%
0.72%
Hong Kong 0.44%
Singapore 0.28%
South Korea 0.00%
0.01%
Indonesia 0.00%
Pakistan 0.00%
Philippines 0.00%
Unidentified Region 2.03%

Bond Credit Quality Exposure

AAA 9.85%
AA 20.48%
A 18.41%
BBB 37.85%
BB 5.83%
B 3.64%
Below B 0.32%
    CCC 0.31%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.01%
Not Rated 0.16%
Not Available 3.46%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
40.04%
Materials
10.00%
Consumer Discretionary
6.46%
Financials
20.02%
Real Estate
3.57%
Sensitive
38.94%
Communication Services
4.70%
Energy
3.73%
Industrials
13.41%
Information Technology
17.11%
Defensive
19.46%
Consumer Staples
4.96%
Health Care
8.13%
Utilities
6.36%
Not Classified
1.56%
Non Classified Equity
0.94%
Not Classified - Non Equity
0.61%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 23.08%
Corporate 47.16%
Securitized 1.73%
Municipal 20.39%
Other 7.64%
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Bond Maturity Exposure

Short Term
3.93%
Less than 1 Year
3.93%
Intermediate
61.38%
1 to 3 Years
12.89%
3 to 5 Years
15.09%
5 to 10 Years
33.40%
Long Term
34.45%
10 to 20 Years
9.62%
20 to 30 Years
16.97%
Over 30 Years
7.87%
Other
0.23%
As of November 30, 2025
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