Asset Allocation

As of November 30, 2025.
Type % Net
Cash 5.61%
Stock 7.26%
Bond 85.63%
Convertible 0.00%
Preferred 0.66%
Other 0.84%
View Asset Allocation
Start Trial

Market Capitalization

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

Region Exposure

% Developed Markets: 80.57%    % Emerging Markets: 10.01%    % Unidentified Markets: 9.42%

Americas 71.98%
66.14%
Canada 1.83%
United States 64.31%
5.85%
Argentina 0.62%
Brazil 0.38%
Chile 0.51%
Colombia 0.60%
Mexico 1.19%
Peru 0.28%
Venezuela 0.14%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.42%
United Kingdom 1.23%
9.18%
Austria 0.08%
Denmark 0.00%
Finland 0.00%
France 0.50%
Germany 5.46%
Greece 0.00%
Ireland 0.41%
Italy 0.26%
Netherlands 0.65%
Norway 0.00%
Spain 0.63%
Sweden 0.00%
Switzerland 0.30%
1.58%
Czech Republic 0.03%
Poland 0.16%
Turkey 0.67%
3.44%
Egypt 0.23%
Israel 0.18%
Nigeria 0.17%
Qatar 0.48%
Saudi Arabia 0.53%
South Africa 0.23%
United Arab Emirates 0.69%
Greater Asia 3.17%
Japan 0.35%
0.69%
Australia 0.69%
0.62%
Hong Kong 0.07%
Singapore 0.29%
South Korea 0.03%
Taiwan 0.23%
1.51%
China 0.28%
India 0.01%
Indonesia 0.46%
Kazakhstan 0.04%
Malaysia 0.11%
Pakistan 0.10%
Philippines 0.11%
Thailand 0.01%
Unidentified Region 9.42%

Bond Credit Quality Exposure

AAA 8.06%
AA 27.99%
A 2.11%
BBB 8.17%
BB 18.58%
B 16.66%
Below B 4.08%
    CCC 3.88%
    CC 0.00%
    C 0.13%
    DDD 0.00%
    DD 0.00%
    D 0.07%
Not Rated 0.15%
Not Available 14.19%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical --
Materials --
Consumer Discretionary --
Financials --
Real Estate --
Sensitive --
Communication Services --
Energy --
Industrials --
Information Technology --
Defensive --
Consumer Staples --
Health Care --
Utilities --
Not Classified --
Non Classified Equity --
Not Classified - Non Equity --
No Data Available
View Region Exposure
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 48.97%
Corporate 42.94%
Securitized 4.66%
Municipal 0.14%
Other 3.28%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
11.84%
Less than 1 Year
11.84%
Intermediate
71.63%
1 to 3 Years
23.43%
3 to 5 Years
22.27%
5 to 10 Years
25.94%
Long Term
15.48%
10 to 20 Years
6.19%
20 to 30 Years
8.39%
Over 30 Years
0.90%
Other
1.05%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial