Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.07%
Stock 73.54%
Bond 24.41%
Convertible 0.00%
Preferred 0.25%
Other 1.72%
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Market Capitalization

As of November 30, 2025
Large 81.88%
Mid 14.06%
Small 4.06%
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Region Exposure

% Developed Markets: 95.33%    % Emerging Markets: 1.69%    % Unidentified Markets: 2.98%

Americas 78.19%
77.68%
Canada 0.64%
United States 77.04%
0.51%
Brazil 0.16%
Mexico 0.08%
Peru 0.03%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.27%
United Kingdom 3.79%
8.37%
Austria 0.00%
Belgium 0.20%
Denmark 0.12%
Finland 0.11%
France 2.06%
Germany 1.46%
Ireland 1.37%
Italy 0.22%
Netherlands 1.27%
Norway 0.03%
Spain 0.62%
Sweden 0.03%
Switzerland 0.79%
0.02%
Turkey 0.02%
0.08%
Israel 0.03%
South Africa 0.05%
Greater Asia 6.56%
Japan 3.37%
0.16%
Australia 0.16%
1.71%
Hong Kong 0.65%
Singapore 0.28%
South Korea 0.31%
Taiwan 0.46%
1.32%
China 0.90%
India 0.36%
Indonesia 0.04%
Malaysia 0.01%
Philippines 0.02%
Thailand 0.00%
Unidentified Region 2.98%

Bond Credit Quality Exposure

AAA 0.63%
AA 31.68%
A 8.55%
BBB 27.34%
BB 6.56%
B 6.46%
Below B 1.50%
    CCC 1.50%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.34%
Not Available 16.92%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
25.69%
Materials
2.55%
Consumer Discretionary
8.64%
Financials
11.96%
Real Estate
2.53%
Sensitive
43.59%
Communication Services
7.24%
Energy
2.87%
Industrials
10.86%
Information Technology
22.62%
Defensive
13.09%
Consumer Staples
3.59%
Health Care
7.71%
Utilities
1.79%
Not Classified
17.64%
Non Classified Equity
0.19%
Not Classified - Non Equity
17.45%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 29.83%
Corporate 51.22%
Securitized 11.13%
Municipal 1.40%
Other 6.41%
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Bond Maturity Exposure

Short Term
1.44%
Less than 1 Year
1.44%
Intermediate
76.16%
1 to 3 Years
15.84%
3 to 5 Years
23.67%
5 to 10 Years
36.66%
Long Term
21.17%
10 to 20 Years
4.98%
20 to 30 Years
15.40%
Over 30 Years
0.80%
Other
1.22%
As of November 30, 2025
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