Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.59%
Stock 84.15%
Bond 13.95%
Convertible 0.01%
Preferred 0.20%
Other 0.10%
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Market Capitalization

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

% Developed Markets: 92.62%    % Emerging Markets: 5.05%    % Unidentified Markets: 2.33%

Americas 66.48%
65.47%
Canada 0.23%
United States 65.23%
1.02%
Argentina 0.02%
Brazil 0.35%
Chile 0.04%
Colombia 0.04%
Mexico 0.22%
Peru 0.03%
Venezuela 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.29%
United Kingdom 3.78%
12.26%
Austria 0.08%
Belgium 0.20%
Denmark 0.41%
Finland 0.26%
France 2.24%
Germany 1.98%
Greece 0.06%
Ireland 0.90%
Italy 0.71%
Netherlands 1.34%
Norway 0.14%
Portugal 0.03%
Spain 0.80%
Sweden 0.78%
Switzerland 2.22%
0.24%
Czech Republic 0.01%
Poland 0.11%
Turkey 0.06%
1.01%
Egypt 0.02%
Israel 0.16%
Nigeria 0.01%
Qatar 0.05%
Saudi Arabia 0.23%
South Africa 0.27%
United Arab Emirates 0.15%
Greater Asia 13.90%
Japan 5.37%
1.46%
Australia 1.43%
3.70%
Hong Kong 0.79%
Singapore 0.40%
South Korea 0.97%
Taiwan 1.53%
3.37%
China 1.79%
India 1.24%
Indonesia 0.11%
Kazakhstan 0.00%
Malaysia 0.08%
Pakistan 0.01%
Philippines 0.03%
Thailand 0.10%
Unidentified Region 2.33%

Bond Credit Quality Exposure

AAA 1.99%
AA 21.46%
A 7.96%
BBB 12.91%
BB 12.68%
B 5.24%
Below B 2.00%
    CCC 1.89%
    CC 0.05%
    C 0.03%
    DDD 0.00%
    DD 0.00%
    D 0.03%
Not Rated 5.10%
Not Available 30.65%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
29.35%
Materials
2.75%
Consumer Discretionary
8.99%
Financials
14.17%
Real Estate
3.44%
Sensitive
40.60%
Communication Services
6.51%
Energy
2.62%
Industrials
9.82%
Information Technology
21.66%
Defensive
14.46%
Consumer Staples
4.28%
Health Care
7.91%
Utilities
2.27%
Not Classified
15.58%
Non Classified Equity
0.14%
Not Classified - Non Equity
15.44%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 26.85%
Corporate 38.04%
Securitized 32.59%
Municipal 0.10%
Other 2.42%
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Bond Maturity Exposure

Short Term
9.92%
Less than 1 Year
9.92%
Intermediate
53.43%
1 to 3 Years
11.94%
3 to 5 Years
16.81%
5 to 10 Years
24.68%
Long Term
35.99%
10 to 20 Years
11.06%
20 to 30 Years
20.12%
Over 30 Years
4.82%
Other
0.66%
As of November 30, 2025
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