Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.39%
Stock 65.46%
Bond 33.95%
Convertible 0.00%
Preferred 0.00%
Other 0.19%
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Market Capitalization

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

% Developed Markets: 97.79%    % Emerging Markets: 2.33%    % Unidentified Markets: -0.12%

Americas 87.54%
86.74%
Canada 61.11%
United States 25.62%
0.80%
Brazil 0.13%
Mexico 0.12%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.25%
United Kingdom 1.77%
7.48%
Denmark 0.76%
France 3.88%
Germany 0.76%
Ireland 0.42%
Italy 0.03%
Netherlands 1.06%
Norway 0.14%
Spain 0.03%
Sweden 0.03%
Switzerland 0.34%
0.00%
0.00%
Greater Asia 3.34%
Japan 0.31%
0.10%
Australia 0.10%
1.10%
Hong Kong 0.29%
Singapore 0.23%
South Korea 0.23%
Taiwan 0.36%
1.83%
China 1.14%
India 0.53%
Indonesia 0.06%
Philippines 0.04%
Thailand 0.06%
Unidentified Region -0.12%

Bond Credit Quality Exposure

AAA 9.96%
AA 7.62%
A 12.76%
BBB 36.69%
BB 10.42%
B 5.57%
Below B 0.25%
    CCC 0.14%
    CC 0.11%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.54%
Not Available 16.18%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
29.10%
Materials
5.19%
Consumer Discretionary
5.88%
Financials
16.75%
Real Estate
1.28%
Sensitive
28.74%
Communication Services
2.55%
Energy
5.70%
Industrials
8.36%
Information Technology
12.13%
Defensive
13.78%
Consumer Staples
5.77%
Health Care
5.21%
Utilities
2.80%
Not Classified
28.38%
Non Classified Equity
0.50%
Not Classified - Non Equity
27.88%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 13.12%
Corporate 63.94%
Securitized 0.00%
Municipal 8.44%
Other 14.50%
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Bond Maturity Exposure

Short Term
3.74%
Less than 1 Year
3.74%
Intermediate
84.95%
1 to 3 Years
4.07%
3 to 5 Years
9.92%
5 to 10 Years
70.96%
Long Term
10.51%
10 to 20 Years
1.75%
20 to 30 Years
4.46%
Over 30 Years
4.30%
Other
0.79%
As of November 30, 2025
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