Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.50%
Stock 87.35%
Bond 8.34%
Convertible 0.03%
Preferred 0.70%
Other 1.08%
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Market Capitalization

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

% Developed Markets: 90.13%    % Emerging Markets: 6.78%    % Unidentified Markets: 3.09%

Americas 66.97%
65.20%
Canada 30.05%
United States 35.15%
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 17.43%
United Kingdom 4.58%
11.26%
Austria 0.08%
Belgium 0.35%
Denmark 0.15%
Finland 0.30%
France 2.46%
Germany 1.64%
Greece 0.34%
Ireland 1.09%
Italy 0.37%
Netherlands 1.70%
Norway 0.03%
Portugal 0.06%
Spain 0.36%
Sweden 0.80%
Switzerland 1.39%
0.62%
Czech Republic 0.05%
Poland 0.09%
Turkey 0.17%
0.97%
Egypt 0.01%
Israel 0.26%
Saudi Arabia 0.19%
South Africa 0.40%
United Arab Emirates 0.11%
Greater Asia 12.51%
Japan 2.79%
0.42%
Australia 0.42%
5.18%
Hong Kong 0.69%
Singapore 0.23%
South Korea 1.13%
Taiwan 3.13%
4.11%
China 2.73%
India 0.85%
Indonesia 0.24%
Kazakhstan 0.04%
Malaysia 0.18%
Philippines 0.01%
Thailand 0.07%
Unidentified Region 3.09%

Bond Credit Quality Exposure

AAA 14.98%
AA 32.38%
A 12.26%
BBB 10.27%
BB 6.41%
B 2.36%
Below B 0.89%
    CCC 0.73%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.16%
Not Rated 0.22%
Not Available 20.23%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
33.82%
Materials
9.17%
Consumer Discretionary
7.83%
Financials
15.07%
Real Estate
1.74%
Sensitive
42.84%
Communication Services
8.40%
Energy
4.75%
Industrials
12.12%
Information Technology
17.56%
Defensive
10.63%
Consumer Staples
5.03%
Health Care
4.12%
Utilities
1.48%
Not Classified
12.71%
Non Classified Equity
1.51%
Not Classified - Non Equity
11.20%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 55.61%
Corporate 18.64%
Securitized 1.32%
Municipal 17.35%
Other 7.08%
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Bond Maturity Exposure

Short Term
11.67%
Less than 1 Year
11.67%
Intermediate
52.69%
1 to 3 Years
11.24%
3 to 5 Years
12.11%
5 to 10 Years
29.34%
Long Term
33.73%
10 to 20 Years
13.28%
20 to 30 Years
17.68%
Over 30 Years
2.76%
Other
1.91%
As of November 30, 2025
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