Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.90%
Stock 24.74%
Bond 32.46%
Convertible 0.00%
Preferred 2.08%
Other 39.83%
View Asset Allocation
Start Trial

Market Capitalization

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

Region Exposure

% Developed Markets: 47.28%    % Emerging Markets: 1.12%    % Unidentified Markets: 51.60%

Americas 44.83%
44.25%
Canada 4.11%
United States 40.15%
0.58%
Brazil 0.57%
Mexico 0.01%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.78%
United Kingdom 1.57%
0.98%
Finland 0.33%
Germany 0.00%
Italy 0.00%
Netherlands 0.00%
Norway 0.27%
Spain 0.01%
Switzerland 0.36%
0.00%
0.23%
South Africa 0.23%
Greater Asia 0.78%
Japan 0.00%
0.45%
Australia 0.45%
0.03%
Hong Kong 0.02%
Taiwan 0.01%
0.31%
China 0.31%
Unidentified Region 51.60%

Bond Credit Quality Exposure

AAA 0.49%
AA 73.87%
A 4.74%
BBB 9.51%
BB 3.45%
B 1.16%
Below B 1.03%
    CCC 0.88%
    CC 0.08%
    C 0.07%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 3.45%
Not Available 2.30%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
15.08%
Materials
12.21%
Consumer Discretionary
0.00%
Financials
1.46%
Real Estate
1.41%
Sensitive
6.96%
Communication Services
0.00%
Energy
6.83%
Industrials
0.07%
Information Technology
0.06%
Defensive
2.05%
Consumer Staples
1.88%
Health Care
0.00%
Utilities
0.16%
Not Classified
75.91%
Non Classified Equity
15.16%
Not Classified - Non Equity
60.75%
As of November 30, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 74.80%
Corporate 11.89%
Securitized 13.32%
Municipal 0.00%
Other 0.00%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
2.00%
Less than 1 Year
2.00%
Intermediate
74.58%
1 to 3 Years
19.92%
3 to 5 Years
20.51%
5 to 10 Years
34.14%
Long Term
23.42%
10 to 20 Years
11.66%
20 to 30 Years
10.49%
Over 30 Years
1.27%
Other
0.00%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial