Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.01%
Stock 37.11%
Bond 54.20%
Convertible 0.29%
Preferred 0.42%
Other 7.98%
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Market Capitalization

As of November 30, 2025
Large 77.33%
Mid 19.60%
Small 3.08%
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Region Exposure

% Developed Markets: 83.87%    % Emerging Markets: 6.21%    % Unidentified Markets: 9.92%

Americas 72.65%
68.79%
Canada 2.17%
United States 66.62%
3.86%
Brazil 0.33%
Chile 0.13%
Colombia 1.00%
Mexico 1.31%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.82%
United Kingdom 2.49%
8.13%
Austria 0.02%
Belgium 0.07%
Denmark 0.15%
Finland 0.37%
France 1.32%
Germany 0.73%
Ireland 0.93%
Italy 0.24%
Netherlands 1.11%
Sweden 0.29%
Switzerland 2.54%
0.52%
0.68%
Israel 0.12%
Saudi Arabia 0.14%
South Africa 0.14%
United Arab Emirates 0.03%
Greater Asia 5.61%
Japan 2.19%
0.53%
Australia 0.53%
0.86%
Hong Kong 0.21%
Singapore 0.16%
South Korea 0.46%
Taiwan 0.03%
2.03%
China 1.13%
India 0.63%
Indonesia 0.28%
Unidentified Region 9.92%

Bond Credit Quality Exposure

AAA 6.15%
AA 27.37%
A 4.25%
BBB 28.28%
BB 12.56%
B 1.87%
Below B 0.04%
    CCC 0.04%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.37%
Not Available 19.11%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
25.05%
Materials
2.76%
Consumer Discretionary
7.99%
Financials
12.74%
Real Estate
1.55%
Sensitive
38.11%
Communication Services
7.09%
Energy
2.66%
Industrials
8.02%
Information Technology
20.34%
Defensive
12.93%
Consumer Staples
3.87%
Health Care
7.05%
Utilities
2.00%
Not Classified
23.92%
Non Classified Equity
4.43%
Not Classified - Non Equity
19.48%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 29.92%
Corporate 34.21%
Securitized 24.89%
Municipal 0.00%
Other 10.98%
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Bond Maturity Exposure

Short Term
11.40%
Less than 1 Year
11.40%
Intermediate
41.87%
1 to 3 Years
14.19%
3 to 5 Years
11.88%
5 to 10 Years
15.79%
Long Term
40.32%
10 to 20 Years
11.06%
20 to 30 Years
25.08%
Over 30 Years
4.18%
Other
6.41%
As of November 30, 2025
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