Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.00%
Stock 44.10%
Bond 35.85%
Convertible 0.00%
Preferred 0.00%
Other 20.04%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 79.93%    % Emerging Markets: 0.03%    % Unidentified Markets: 20.04%

Americas 50.15%
50.15%
Canada 0.33%
United States 49.81%
0.00%
Mexico 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.31%
United Kingdom 0.96%
25.33%
Austria 0.01%
Belgium 0.00%
Denmark 0.42%
Finland 0.01%
France 7.41%
Germany 6.86%
Greece 0.01%
Ireland 2.77%
Italy 0.69%
Netherlands 4.47%
Norway 0.00%
Portugal 0.00%
Spain 0.02%
Sweden 0.02%
Switzerland 2.55%
0.02%
Czech Republic 0.00%
Poland 0.00%
Turkey 0.00%
0.00%
Greater Asia 3.50%
Japan 1.43%
0.00%
Australia 0.00%
2.07%
Singapore 0.00%
South Korea 1.02%
Taiwan 1.05%
0.00%
Unidentified Region 20.04%

Bond Credit Quality Exposure

AAA 0.00%
AA 85.51%
A 7.54%
BBB 3.34%
BB 2.71%
B 0.79%
Below B 0.09%
    CCC 0.09%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 0.02%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
19.60%
Materials
1.92%
Consumer Discretionary
5.14%
Financials
11.23%
Real Estate
1.31%
Sensitive
30.96%
Communication Services
6.47%
Energy
0.00%
Industrials
11.59%
Information Technology
12.90%
Defensive
19.13%
Consumer Staples
1.85%
Health Care
12.62%
Utilities
4.66%
Not Classified
30.31%
Non Classified Equity
0.00%
Not Classified - Non Equity
30.31%
As of November 30, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 85.52%
Corporate 14.48%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
22.26%
Less than 1 Year
22.26%
Intermediate
38.14%
1 to 3 Years
15.05%
3 to 5 Years
12.59%
5 to 10 Years
10.50%
Long Term
39.60%
10 to 20 Years
39.60%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial