Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.38%
Stock 54.18%
Bond 43.73%
Convertible 0.00%
Preferred 0.26%
Other 0.45%
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Market Capitalization

As of November 30, 2025
Large 67.92%
Mid 16.45%
Small 15.63%
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Region Exposure

% Developed Markets: 93.83%    % Emerging Markets: 4.30%    % Unidentified Markets: 1.88%

Americas 77.04%
75.48%
Canada 39.01%
United States 36.47%
1.56%
Brazil 0.71%
Chile 0.22%
Colombia 0.01%
Mexico 0.17%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.65%
United Kingdom 3.20%
10.44%
Denmark 0.58%
Finland 0.00%
France 2.16%
Germany 0.58%
Ireland 1.94%
Netherlands 1.60%
Norway 0.50%
Spain 1.29%
Sweden 0.30%
Switzerland 1.21%
0.01%
Poland 0.01%
0.00%
Greater Asia 7.44%
Japan 2.45%
0.26%
Australia 0.26%
2.31%
Hong Kong 1.34%
Singapore 0.25%
South Korea 0.28%
Taiwan 0.44%
2.42%
China 1.66%
Indonesia 0.76%
Unidentified Region 1.88%

Bond Credit Quality Exposure

AAA 21.69%
AA 15.75%
A 21.13%
BBB 25.56%
BB 9.36%
B 1.63%
Below B 0.57%
    CCC 0.51%
    CC 0.02%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.04%
Not Rated 0.21%
Not Available 4.10%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
19.75%
Materials
1.25%
Consumer Discretionary
8.04%
Financials
9.91%
Real Estate
0.54%
Sensitive
24.19%
Communication Services
5.50%
Energy
1.89%
Industrials
8.05%
Information Technology
8.75%
Defensive
10.47%
Consumer Staples
4.51%
Health Care
5.97%
Utilities
0.00%
Not Classified
45.59%
Non Classified Equity
0.29%
Not Classified - Non Equity
45.31%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 22.80%
Corporate 49.80%
Securitized 0.02%
Municipal 20.28%
Other 7.10%
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Bond Maturity Exposure

Short Term
3.38%
Less than 1 Year
3.38%
Intermediate
64.03%
1 to 3 Years
8.90%
3 to 5 Years
14.37%
5 to 10 Years
40.76%
Long Term
32.22%
10 to 20 Years
4.39%
20 to 30 Years
10.98%
Over 30 Years
16.85%
Other
0.38%
As of November 30, 2025
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