Asset Allocation

As of November 30, 2025.
Type % Net
Cash 4.39%
Stock 57.06%
Bond 37.62%
Convertible 0.00%
Preferred 0.21%
Other 0.72%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 87.30%
Mid 10.77%
Small 1.93%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 93.77%    % Emerging Markets: 0.88%    % Unidentified Markets: 5.35%

Americas 84.49%
83.80%
Canada 44.41%
United States 39.40%
0.69%
Argentina 0.01%
Brazil 0.02%
Chile 0.04%
Colombia 0.02%
Mexico 0.03%
Peru 0.02%
Venezuela 0.02%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.55%
United Kingdom 1.81%
5.54%
Austria 0.01%
Belgium 0.03%
Denmark 0.35%
Finland 0.02%
France 1.62%
Germany 0.79%
Ireland 0.77%
Italy 0.02%
Netherlands 0.56%
Norway 0.00%
Portugal 0.00%
Spain 0.14%
Sweden 0.24%
Switzerland 0.67%
0.10%
Czech Republic 0.00%
Poland 0.07%
Turkey 0.02%
0.10%
Egypt 0.00%
Israel 0.00%
Qatar 0.01%
Saudi Arabia 0.02%
South Africa 0.04%
United Arab Emirates 0.01%
Greater Asia 2.60%
Japan 1.03%
0.05%
Australia 0.04%
1.05%
Hong Kong 0.23%
Singapore 0.35%
South Korea 0.02%
Taiwan 0.45%
0.48%
China 0.26%
India 0.18%
Indonesia 0.02%
Kazakhstan 0.00%
Malaysia 0.00%
Philippines 0.01%
Thailand 0.00%
Unidentified Region 5.35%

Bond Credit Quality Exposure

AAA 3.09%
AA 13.11%
A 5.60%
BBB 20.90%
BB 31.19%
B 10.92%
Below B 3.64%
    CCC 3.36%
    CC 0.01%
    C 0.07%
    DDD 0.00%
    DD 0.00%
    D 0.19%
Not Rated 0.49%
Not Available 11.07%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
39.56%
Materials
10.71%
Consumer Discretionary
4.80%
Financials
23.16%
Real Estate
0.89%
Sensitive
36.58%
Communication Services
3.50%
Energy
11.76%
Industrials
10.03%
Information Technology
11.29%
Defensive
14.96%
Consumer Staples
5.58%
Health Care
5.46%
Utilities
3.92%
Not Classified
8.90%
Non Classified Equity
0.73%
Not Classified - Non Equity
8.17%
As of November 30, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 9.09%
Corporate 84.35%
Securitized 0.58%
Municipal 0.53%
Other 5.46%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
3.21%
Less than 1 Year
3.21%
Intermediate
69.87%
1 to 3 Years
11.84%
3 to 5 Years
29.48%
5 to 10 Years
28.55%
Long Term
26.77%
10 to 20 Years
3.26%
20 to 30 Years
13.71%
Over 30 Years
9.80%
Other
0.15%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial