Asset Allocation

As of November 30, 2025.
Type % Net
Cash 19.59%
Stock -17.64%
Bond 89.96%
Convertible 7.70%
Preferred 0.00%
Other 0.38%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.76%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.24%

Americas 96.17%
96.17%
United States 96.17%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 1.59%
Japan 0.00%
1.59%
Australia 1.59%
0.00%
0.00%
Unidentified Region 2.24%

Bond Credit Quality Exposure

AAA 0.00%
AA 1.30%
A 0.00%
BBB 0.00%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 98.70%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
17.71%
Materials
0.00%
Consumer Discretionary
17.71%
Financials
0.00%
Real Estate
0.00%
Sensitive
96.91%
Communication Services
11.28%
Energy
0.00%
Industrials
14.73%
Information Technology
70.90%
Defensive
7.98%
Consumer Staples
0.00%
Health Care
7.98%
Utilities
0.00%
Not Classified
-22.60%
Non Classified Equity
2.11%
Not Classified - Non Equity
-24.71%
As of November 30, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 1.68%
Corporate 7.89%
Securitized 0.00%
Municipal 0.00%
Other 90.44%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
16.09%
Less than 1 Year
16.09%
Intermediate
83.91%
1 to 3 Years
27.29%
3 to 5 Years
44.43%
5 to 10 Years
12.19%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial