Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.99%
Stock 31.35%
Bond 66.67%
Convertible 0.00%
Preferred 0.06%
Other 0.93%
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Market Capitalization

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

% Developed Markets: 95.58%    % Emerging Markets: 2.48%    % Unidentified Markets: 1.95%

Americas 88.50%
86.79%
Canada 69.71%
United States 17.08%
1.71%
Brazil 0.10%
Chile 0.03%
Colombia 0.01%
Mexico 1.39%
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 6.32%
United Kingdom 1.83%
4.38%
Austria 0.04%
Belgium 0.06%
Denmark 0.12%
Finland 0.10%
France 1.13%
Germany 0.61%
Greece 0.00%
Ireland 0.53%
Italy 0.20%
Netherlands 0.50%
Norway 0.03%
Portugal 0.01%
Spain 0.21%
Sweden 0.15%
Switzerland 0.59%
0.01%
Poland 0.00%
Turkey 0.00%
0.10%
Israel 0.03%
Qatar 0.00%
Saudi Arabia 0.01%
South Africa 0.04%
United Arab Emirates 0.01%
Greater Asia 3.23%
Japan 1.56%
0.38%
Australia 0.37%
0.88%
Hong Kong 0.24%
Singapore 0.17%
South Korea 0.22%
Taiwan 0.24%
0.40%
China 0.21%
India 0.15%
Indonesia 0.02%
Philippines 0.01%
Thailand 0.02%
Unidentified Region 1.95%

Bond Credit Quality Exposure

AAA 25.83%
AA 16.92%
A 26.12%
BBB 24.12%
BB 1.44%
B 0.44%
Below B 0.16%
    CCC 0.13%
    CC 0.01%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.02%
Not Rated 0.16%
Not Available 4.80%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
12.90%
Materials
1.89%
Consumer Discretionary
2.40%
Financials
7.97%
Real Estate
0.64%
Sensitive
13.29%
Communication Services
1.65%
Energy
2.23%
Industrials
3.94%
Information Technology
5.48%
Defensive
4.62%
Consumer Staples
1.39%
Health Care
2.16%
Utilities
1.07%
Not Classified
69.19%
Non Classified Equity
0.80%
Not Classified - Non Equity
68.39%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 29.39%
Corporate 42.24%
Securitized 0.18%
Municipal 21.43%
Other 6.77%
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Bond Maturity Exposure

Short Term
4.45%
Less than 1 Year
4.45%
Intermediate
68.86%
1 to 3 Years
10.95%
3 to 5 Years
11.55%
5 to 10 Years
46.35%
Long Term
26.50%
10 to 20 Years
4.61%
20 to 30 Years
10.40%
Over 30 Years
11.49%
Other
0.19%
As of November 30, 2025
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