Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.41%
Stock 30.26%
Bond 67.72%
Convertible 0.00%
Preferred 0.04%
Other 1.56%
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Market Capitalization

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

% Developed Markets: 97.23%    % Emerging Markets: 0.76%    % Unidentified Markets: 2.01%

Americas 91.65%
91.45%
Canada 76.93%
United States 14.52%
0.20%
Peru 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.62%
United Kingdom 1.46%
3.14%
Denmark 0.24%
France 1.08%
Germany 0.49%
Ireland 0.40%
Netherlands 0.21%
Spain 0.09%
Sweden 0.16%
Switzerland 0.44%
0.00%
0.02%
South Africa 0.02%
Greater Asia 1.72%
Japan 0.68%
0.10%
Australia 0.10%
0.68%
Hong Kong 0.13%
Singapore 0.23%
Taiwan 0.32%
0.27%
China 0.15%
India 0.12%
Unidentified Region 2.01%

Bond Credit Quality Exposure

AAA 24.62%
AA 18.06%
A 22.49%
BBB 25.18%
BB 3.90%
B 0.11%
Below B 0.05%
    CCC 0.04%
    CC 0.00%
    C 0.01%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.12%
Not Available 5.47%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
40.19%
Materials
10.86%
Consumer Discretionary
5.13%
Financials
23.21%
Real Estate
1.00%
Sensitive
39.10%
Communication Services
3.90%
Energy
10.76%
Industrials
10.71%
Information Technology
13.74%
Defensive
16.91%
Consumer Staples
6.46%
Health Care
6.70%
Utilities
3.75%
Not Classified
3.80%
Non Classified Equity
0.32%
Not Classified - Non Equity
3.48%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 24.78%
Corporate 43.77%
Securitized 0.01%
Municipal 24.33%
Other 7.12%
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Bond Maturity Exposure

Short Term
4.96%
Less than 1 Year
4.96%
Intermediate
58.58%
1 to 3 Years
7.76%
3 to 5 Years
11.11%
5 to 10 Years
39.71%
Long Term
36.12%
10 to 20 Years
7.16%
20 to 30 Years
18.13%
Over 30 Years
10.84%
Other
0.33%
As of November 30, 2025
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