Asset Allocation

As of November 30, 2025.
Type % Net
Cash -0.14%
Stock 88.14%
Bond 9.63%
Convertible 0.00%
Preferred 0.19%
Other 2.18%
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Market Capitalization

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

% Developed Markets: 92.57%    % Emerging Markets: 4.03%    % Unidentified Markets: 3.36%

Americas 64.32%
63.53%
Canada 0.19%
United States 63.34%
0.79%
Argentina 0.01%
Brazil 0.28%
Chile 0.04%
Colombia 0.02%
Mexico 0.18%
Peru 0.02%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.55%
United Kingdom 3.50%
13.95%
Austria 0.06%
Belgium 0.20%
Denmark 0.45%
Finland 0.28%
France 2.47%
Germany 2.45%
Greece 0.03%
Ireland 1.04%
Italy 0.76%
Netherlands 1.61%
Norway 0.14%
Portugal 0.05%
Spain 0.86%
Sweden 0.77%
Switzerland 2.53%
0.15%
Czech Republic 0.01%
Poland 0.07%
Turkey 0.04%
0.95%
Egypt 0.01%
Israel 0.27%
Nigeria 0.00%
Qatar 0.05%
Saudi Arabia 0.24%
South Africa 0.20%
United Arab Emirates 0.12%
Greater Asia 13.73%
Japan 5.65%
1.70%
Australia 1.63%
3.57%
Hong Kong 0.84%
Singapore 0.52%
South Korea 0.86%
Taiwan 1.34%
2.81%
China 1.49%
India 1.01%
Indonesia 0.10%
Kazakhstan 0.00%
Malaysia 0.08%
Pakistan 0.00%
Philippines 0.05%
Thailand 0.08%
Unidentified Region 3.36%

Bond Credit Quality Exposure

AAA 2.75%
AA 42.72%
A 9.02%
BBB 13.65%
BB 13.62%
B 7.58%
Below B 2.09%
    CCC 2.06%
    CC 0.02%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.01%
Not Rated 0.01%
Not Available 8.56%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
28.82%
Materials
2.82%
Consumer Discretionary
9.48%
Financials
14.75%
Real Estate
1.77%
Sensitive
44.16%
Communication Services
7.30%
Energy
2.84%
Industrials
10.36%
Information Technology
23.67%
Defensive
15.53%
Consumer Staples
4.63%
Health Care
8.32%
Utilities
2.58%
Not Classified
11.49%
Non Classified Equity
0.14%
Not Classified - Non Equity
11.35%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 45.99%
Corporate 41.48%
Securitized 11.81%
Municipal 0.32%
Other 0.39%
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Bond Maturity Exposure

Short Term
7.96%
Less than 1 Year
7.96%
Intermediate
46.09%
1 to 3 Years
12.50%
3 to 5 Years
15.88%
5 to 10 Years
17.71%
Long Term
45.89%
10 to 20 Years
19.42%
20 to 30 Years
25.18%
Over 30 Years
1.30%
Other
0.06%
As of November 30, 2025
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