Asset Allocation

As of November 30, 2025.
Type % Net
Cash 6.48%
Stock 23.41%
Bond 71.51%
Convertible 0.58%
Preferred 0.00%
Other -1.98%
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Market Capitalization

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

% Developed Markets: 96.09%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.91%

Americas 95.63%
95.61%
Canada 1.23%
United States 94.39%
0.02%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.45%
United Kingdom 0.02%
0.43%
Ireland 0.05%
Netherlands 0.34%
Switzerland 0.04%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
Australia 0.00%
0.00%
Singapore 0.00%
0.00%
Unidentified Region 3.91%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.00%
BBB 3.80%
BB 0.00%
B 0.00%
Below B 0.41%
    CCC 0.41%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 95.79%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
26.47%
Materials
0.42%
Consumer Discretionary
0.50%
Financials
25.47%
Real Estate
0.09%
Sensitive
36.24%
Communication Services
0.51%
Energy
0.14%
Industrials
0.59%
Information Technology
35.00%
Defensive
5.10%
Consumer Staples
2.07%
Health Care
2.92%
Utilities
0.11%
Not Classified
32.19%
Non Classified Equity
0.00%
Not Classified - Non Equity
32.18%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 45.77%
Corporate 0.81%
Securitized 0.00%
Municipal 0.00%
Other 53.43%
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Bond Maturity Exposure

Short Term
65.78%
Less than 1 Year
65.78%
Intermediate
34.22%
1 to 3 Years
14.59%
3 to 5 Years
13.14%
5 to 10 Years
6.49%
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
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