Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.58%
Stock 87.26%
Bond 8.29%
Convertible 0.03%
Preferred 0.70%
Other 1.13%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 90.01%    % Emerging Markets: 6.80%    % Unidentified Markets: 3.19%

Americas 67.00%
65.22%
Canada 30.04%
United States 35.18%
1.77%
Argentina 0.00%
Brazil 0.41%
Chile 0.01%
Colombia 0.07%
Mexico 0.68%
Peru 0.21%
Venezuela 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.33%
United Kingdom 4.56%
11.16%
Austria 0.08%
Belgium 0.35%
Denmark 0.15%
Finland 0.30%
France 2.44%
Germany 1.61%
Greece 0.34%
Ireland 1.08%
Italy 0.36%
Netherlands 1.69%
Norway 0.03%
Portugal 0.06%
Spain 0.35%
Sweden 0.80%
Switzerland 1.38%
0.63%
Czech Republic 0.05%
Poland 0.09%
Turkey 0.17%
0.97%
Egypt 0.01%
Israel 0.26%
Saudi Arabia 0.19%
South Africa 0.41%
United Arab Emirates 0.11%
Greater Asia 12.49%
Japan 2.76%
0.42%
Australia 0.41%
5.19%
Hong Kong 0.69%
Singapore 0.23%
South Korea 1.14%
Taiwan 3.13%
4.12%
China 2.72%
India 0.86%
Indonesia 0.24%
Kazakhstan 0.04%
Malaysia 0.18%
Philippines 0.01%
Thailand 0.07%
Unidentified Region 3.19%

Bond Credit Quality Exposure

AAA 14.69%
AA 32.12%
A 12.14%
BBB 10.18%
BB 6.45%
B 2.34%
Below B 0.88%
    CCC 0.72%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.16%
Not Rated 0.22%
Not Available 20.99%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
33.73%
Materials
9.14%
Consumer Discretionary
7.83%
Financials
15.03%
Real Estate
1.74%
Sensitive
42.85%
Communication Services
8.44%
Energy
4.74%
Industrials
12.09%
Information Technology
17.59%
Defensive
10.65%
Consumer Staples
5.05%
Health Care
4.13%
Utilities
1.48%
Not Classified
12.76%
Non Classified Equity
1.51%
Not Classified - Non Equity
11.26%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 55.65%
Corporate 18.45%
Securitized 1.30%
Municipal 17.61%
Other 6.99%
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Bond Maturity Exposure

Short Term
12.48%
Less than 1 Year
12.48%
Intermediate
52.40%
1 to 3 Years
11.32%
3 to 5 Years
12.21%
5 to 10 Years
28.87%
Long Term
33.37%
10 to 20 Years
13.29%
20 to 30 Years
17.37%
Over 30 Years
2.71%
Other
1.75%
As of November 30, 2025
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