Asset Allocation

As of November 30, 2025.
Type % Net
Cash 5.04%
Stock 56.77%
Bond 37.17%
Convertible 0.00%
Preferred 0.00%
Other 1.02%
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Market Capitalization

As of November 30, 2025
Large 34.16%
Mid 21.64%
Small 44.21%
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Region Exposure

% Developed Markets: 97.50%    % Emerging Markets: 0.53%    % Unidentified Markets: 1.97%

Americas 52.85%
51.56%
Canada 19.78%
United States 31.78%
1.29%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 42.48%
United Kingdom 10.84%
31.39%
Austria 0.84%
Belgium 0.86%
Denmark 2.94%
Finland 1.08%
France 1.98%
Germany 3.44%
Greece 0.16%
Ireland 3.61%
Italy 1.94%
Netherlands 2.20%
Norway 1.31%
Spain 0.11%
Sweden 5.47%
Switzerland 3.13%
0.00%
0.25%
Greater Asia 2.70%
Japan 1.87%
0.21%
Australia 0.21%
0.43%
Singapore 0.07%
South Korea 0.35%
0.19%
Philippines 0.19%
Unidentified Region 1.97%

Bond Credit Quality Exposure

AAA 3.87%
AA 3.07%
A 34.82%
BBB 47.41%
BB 6.65%
B 0.25%
Below B 0.11%
    CCC 0.11%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 3.82%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
24.07%
Materials
13.85%
Consumer Discretionary
8.50%
Financials
1.72%
Real Estate
0.00%
Sensitive
65.76%
Communication Services
2.71%
Energy
0.00%
Industrials
50.77%
Information Technology
12.29%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
10.16%
Non Classified Equity
2.04%
Not Classified - Non Equity
8.13%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 4.85%
Corporate 90.34%
Securitized 3.84%
Municipal 0.40%
Other 0.56%
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Bond Maturity Exposure

Short Term
2.06%
Less than 1 Year
2.06%
Intermediate
72.83%
1 to 3 Years
7.17%
3 to 5 Years
23.70%
5 to 10 Years
41.96%
Long Term
20.99%
10 to 20 Years
9.56%
20 to 30 Years
8.32%
Over 30 Years
3.10%
Other
4.13%
As of November 30, 2025
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