Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.10%
Stock 55.03%
Bond 42.04%
Convertible 0.00%
Preferred 0.03%
Other 2.80%
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Market Capitalization

As of November 30, 2025
Large 91.05%
Mid 7.86%
Small 1.10%
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Region Exposure

% Developed Markets: 93.55%    % Emerging Markets: 3.53%    % Unidentified Markets: 2.92%

Americas 79.79%
77.31%
Canada 37.24%
United States 40.07%
2.49%
Brazil 0.64%
Chile 0.17%
Colombia 0.21%
Mexico 1.05%
Peru 0.20%
Venezuela 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.50%
United Kingdom 3.33%
8.85%
Austria 0.05%
Belgium 0.67%
Denmark 0.19%
Finland 0.01%
France 2.06%
Germany 2.77%
Ireland 0.61%
Italy 0.02%
Netherlands 0.60%
Norway 0.00%
Portugal 0.00%
Spain 0.46%
Sweden 0.50%
Switzerland 0.88%
0.00%
0.32%
Israel 0.01%
South Africa 0.31%
Greater Asia 4.78%
Japan 2.08%
0.15%
Australia 0.07%
1.78%
Hong Kong 0.22%
Singapore 0.66%
Taiwan 0.90%
0.78%
China 0.40%
India 0.38%
Philippines 0.00%
Unidentified Region 2.92%

Bond Credit Quality Exposure

AAA 18.10%
AA 31.81%
A 14.84%
BBB 20.47%
BB 7.65%
B 0.36%
Below B 0.13%
    CCC 0.09%
    CC 0.03%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.22%
Not Available 6.41%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
19.87%
Materials
4.02%
Consumer Discretionary
3.80%
Financials
11.66%
Real Estate
0.39%
Sensitive
25.27%
Communication Services
3.00%
Energy
4.38%
Industrials
6.26%
Information Technology
11.64%
Defensive
10.15%
Consumer Staples
4.23%
Health Care
4.56%
Utilities
1.37%
Not Classified
44.71%
Non Classified Equity
0.11%
Not Classified - Non Equity
44.60%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 49.34%
Corporate 32.85%
Securitized 0.19%
Municipal 12.16%
Other 5.46%
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Bond Maturity Exposure

Short Term
2.26%
Less than 1 Year
2.26%
Intermediate
70.90%
1 to 3 Years
8.15%
3 to 5 Years
7.52%
5 to 10 Years
55.24%
Long Term
25.91%
10 to 20 Years
4.14%
20 to 30 Years
10.31%
Over 30 Years
11.46%
Other
0.93%
As of November 30, 2025
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