Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.13%
Stock 65.58%
Bond 33.77%
Convertible 0.00%
Preferred 0.04%
Other 0.47%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 70.21%
Mid 23.59%
Small 6.20%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.59%    % Emerging Markets: 1.42%    % Unidentified Markets: 0.99%

Americas 93.37%
92.13%
Canada 62.79%
United States 29.33%
1.24%
Brazil 0.00%
Chile 0.01%
Colombia 0.00%
Mexico 1.14%
Peru 0.01%
Venezuela 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.56%
United Kingdom 2.54%
3.02%
Austria 0.00%
Belgium 0.01%
Finland 0.00%
France 0.66%
Germany 0.01%
Ireland 1.56%
Italy 0.72%
Netherlands 0.04%
Spain 0.00%
0.00%
Poland 0.00%
0.00%
Saudi Arabia 0.00%
Greater Asia 0.08%
Japan 0.00%
0.06%
Australia 0.06%
0.01%
Hong Kong 0.00%
Singapore 0.00%
South Korea 0.00%
0.01%
China 0.01%
Unidentified Region 0.99%

Bond Credit Quality Exposure

AAA 19.40%
AA 18.06%
A 22.05%
BBB 29.01%
BB 5.65%
B 0.45%
Below B 0.15%
    CCC 0.12%
    CC 0.00%
    C 0.01%
    DDD 0.00%
    DD 0.00%
    D 0.01%
Not Rated 0.16%
Not Available 5.06%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
44.88%
Materials
6.25%
Consumer Discretionary
9.67%
Financials
26.90%
Real Estate
2.06%
Sensitive
41.51%
Communication Services
3.80%
Energy
0.00%
Industrials
19.45%
Information Technology
18.26%
Defensive
10.35%
Consumer Staples
4.72%
Health Care
5.60%
Utilities
0.03%
Not Classified
3.26%
Non Classified Equity
0.24%
Not Classified - Non Equity
3.01%
As of November 30, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 20.18%
Corporate 47.25%
Securitized 0.53%
Municipal 24.50%
Other 7.55%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.88%
Less than 1 Year
0.88%
Intermediate
59.95%
1 to 3 Years
7.95%
3 to 5 Years
12.81%
5 to 10 Years
39.19%
Long Term
38.80%
10 to 20 Years
9.19%
20 to 30 Years
17.50%
Over 30 Years
12.11%
Other
0.38%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial