Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.81%
Stock 74.34%
Bond 24.01%
Convertible 0.00%
Preferred 0.04%
Other 0.79%
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Market Capitalization

As of November 30, 2025
Large 93.37%
Mid 6.31%
Small 0.31%
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Region Exposure

% Developed Markets: 97.56%    % Emerging Markets: 0.44%    % Unidentified Markets: 2.00%

Americas 96.21%
95.93%
Canada 17.33%
United States 78.60%
0.28%
Brazil 0.00%
Chile 0.01%
Colombia 0.00%
Mexico 0.23%
Peru 0.00%
Venezuela 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.76%
United Kingdom 0.24%
1.50%
Austria 0.00%
Belgium 0.00%
Finland 0.00%
France 0.07%
Germany 0.01%
Ireland 1.31%
Italy 0.01%
Netherlands 0.05%
Spain 0.00%
Switzerland 0.01%
0.01%
Poland 0.01%
0.00%
Saudi Arabia 0.00%
Greater Asia 0.04%
Japan 0.01%
0.01%
Australia 0.01%
0.01%
Hong Kong 0.01%
South Korea 0.00%
0.01%
China 0.01%
Philippines 0.00%
Unidentified Region 2.00%

Bond Credit Quality Exposure

AAA 12.43%
AA 8.69%
A 23.28%
BBB 26.28%
BB 9.25%
B 5.72%
Below B 0.85%
    CCC 0.74%
    CC 0.03%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.08%
Not Rated 0.32%
Not Available 13.18%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
19.11%
Materials
2.02%
Consumer Discretionary
7.03%
Financials
10.06%
Real Estate
0.00%
Sensitive
41.30%
Communication Services
6.85%
Energy
2.22%
Industrials
7.06%
Information Technology
25.18%
Defensive
14.54%
Consumer Staples
3.06%
Health Care
9.53%
Utilities
1.95%
Not Classified
25.05%
Non Classified Equity
0.00%
Not Classified - Non Equity
25.05%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 15.13%
Corporate 63.09%
Securitized 0.30%
Municipal 10.26%
Other 11.22%
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Bond Maturity Exposure

Short Term
5.04%
Less than 1 Year
5.04%
Intermediate
70.33%
1 to 3 Years
12.97%
3 to 5 Years
14.69%
5 to 10 Years
42.67%
Long Term
24.33%
10 to 20 Years
4.58%
20 to 30 Years
9.63%
Over 30 Years
10.12%
Other
0.30%
As of November 30, 2025
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