Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.55%
Stock 59.53%
Bond 37.21%
Convertible 0.00%
Preferred 0.01%
Other 0.69%
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Market Capitalization

As of November 30, 2025
Large 93.47%
Mid 6.43%
Small 0.10%
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Region Exposure

% Developed Markets: 88.82%    % Emerging Markets: 6.33%    % Unidentified Markets: 4.84%

Americas 67.11%
63.45%
Canada 4.19%
United States 59.26%
3.66%
Brazil 1.63%
Chile 0.24%
Colombia 0.47%
Mexico 0.75%
Peru 0.42%
Venezuela 0.04%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.81%
United Kingdom 4.81%
14.89%
Austria 0.06%
Belgium 0.71%
Denmark 0.89%
Finland 0.01%
France 3.92%
Germany 3.19%
Ireland 1.80%
Italy 0.00%
Netherlands 1.17%
Spain 0.74%
Sweden 0.60%
Switzerland 1.62%
0.20%
Czech Republic 0.08%
Poland 0.00%
Turkey 0.02%
0.91%
Israel 0.00%
Saudi Arabia 0.00%
South Africa 0.91%
Greater Asia 7.24%
Japan 2.56%
0.00%
Australia 0.00%
3.01%
Hong Kong 0.78%
Singapore 0.86%
South Korea 0.22%
Taiwan 1.15%
1.67%
China 0.74%
India 0.44%
Indonesia 0.15%
Malaysia 0.10%
Philippines 0.07%
Thailand 0.17%
Unidentified Region 4.84%

Bond Credit Quality Exposure

AAA 4.69%
AA 32.59%
A 4.68%
BBB 17.31%
BB 18.75%
B 5.73%
Below B 0.36%
    CCC 0.18%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.18%
Not Rated 0.21%
Not Available 15.69%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
17.24%
Materials
2.42%
Consumer Discretionary
4.18%
Financials
9.89%
Real Estate
0.75%
Sensitive
28.53%
Communication Services
4.15%
Energy
3.28%
Industrials
5.74%
Information Technology
15.36%
Defensive
15.20%
Consumer Staples
5.75%
Health Care
7.68%
Utilities
1.78%
Not Classified
39.03%
Non Classified Equity
0.46%
Not Classified - Non Equity
38.57%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 54.99%
Corporate 40.58%
Securitized 0.54%
Municipal 0.02%
Other 3.86%
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Bond Maturity Exposure

Short Term
2.91%
Less than 1 Year
2.91%
Intermediate
82.90%
1 to 3 Years
8.73%
3 to 5 Years
14.48%
5 to 10 Years
59.70%
Long Term
14.02%
10 to 20 Years
5.56%
20 to 30 Years
6.25%
Over 30 Years
2.22%
Other
0.16%
As of November 30, 2025
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