Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.19%
Stock 72.79%
Bond 17.30%
Convertible 0.00%
Preferred 0.03%
Other 8.68%
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Market Capitalization

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

% Developed Markets: 88.08%    % Emerging Markets: 2.90%    % Unidentified Markets: 9.02%

Americas 71.33%
70.78%
Canada 38.21%
United States 32.57%
0.55%
Brazil 0.08%
Chile 0.01%
Colombia 0.02%
Mexico 0.11%
Peru 0.01%
Venezuela 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.89%
United Kingdom 3.25%
8.24%
Austria 0.02%
Belgium 0.37%
Denmark 0.15%
Finland 0.09%
France 1.66%
Germany 1.57%
Greece 0.01%
Ireland 0.87%
Italy 0.24%
Netherlands 0.96%
Norway 0.02%
Portugal 0.10%
Spain 0.30%
Sweden 0.43%
Switzerland 1.34%
0.04%
Czech Republic 0.00%
Poland 0.00%
Turkey 0.02%
0.36%
Israel 0.04%
Qatar 0.05%
Saudi Arabia 0.13%
South Africa 0.02%
United Arab Emirates 0.10%
Greater Asia 7.76%
Japan 2.67%
0.48%
Australia 0.45%
2.19%
Hong Kong 0.39%
Singapore 0.31%
South Korea 0.53%
Taiwan 0.93%
2.42%
China 1.26%
India 0.96%
Indonesia 0.08%
Malaysia 0.02%
Pakistan 0.01%
Philippines 0.04%
Thailand 0.06%
Unidentified Region 9.02%

Bond Credit Quality Exposure

AAA 14.26%
AA 31.22%
A 19.31%
BBB 16.98%
BB 4.45%
B 1.45%
Below B 0.39%
    CCC 0.36%
    CC 0.00%
    C 0.01%
    DDD 0.00%
    DD 0.00%
    D 0.03%
Not Rated 0.19%
Not Available 11.74%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
27.33%
Materials
5.16%
Consumer Discretionary
5.07%
Financials
16.19%
Real Estate
0.91%
Sensitive
29.85%
Communication Services
3.96%
Energy
5.08%
Industrials
8.14%
Information Technology
12.67%
Defensive
12.97%
Consumer Staples
5.41%
Health Care
4.99%
Utilities
2.56%
Not Classified
29.85%
Non Classified Equity
0.50%
Not Classified - Non Equity
29.35%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 37.87%
Corporate 37.04%
Securitized 8.63%
Municipal 11.32%
Other 5.14%
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Bond Maturity Exposure

Short Term
2.76%
Less than 1 Year
2.76%
Intermediate
56.01%
1 to 3 Years
13.65%
3 to 5 Years
14.06%
5 to 10 Years
28.31%
Long Term
36.50%
10 to 20 Years
6.52%
20 to 30 Years
25.64%
Over 30 Years
4.34%
Other
4.73%
As of November 30, 2025
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