Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.99%
Stock 20.54%
Bond 77.96%
Convertible 0.00%
Preferred 0.23%
Other 0.29%
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Market Capitalization

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

% Developed Markets: 96.89%    % Emerging Markets: 0.04%    % Unidentified Markets: 3.06%

Americas 82.63%
82.25%
Canada 44.90%
United States 37.35%
0.38%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.68%
United Kingdom 6.73%
5.96%
Denmark 0.20%
France 1.15%
Ireland 1.82%
Netherlands 1.07%
Sweden 0.03%
Switzerland 0.80%
0.00%
0.00%
Greater Asia 1.62%
Japan 1.54%
0.08%
Australia 0.08%
0.00%
0.00%
Unidentified Region 3.06%

Bond Credit Quality Exposure

AAA 1.07%
AA 16.94%
A 3.50%
BBB 22.59%
BB 30.72%
B 11.66%
Below B 1.70%
    CCC 1.50%
    CC 0.00%
    C 0.20%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 11.83%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
33.31%
Materials
4.24%
Consumer Discretionary
3.96%
Financials
22.36%
Real Estate
2.75%
Sensitive
56.74%
Communication Services
9.55%
Energy
2.11%
Industrials
12.15%
Information Technology
32.93%
Defensive
9.64%
Consumer Staples
5.51%
Health Care
3.58%
Utilities
0.55%
Not Classified
0.31%
Non Classified Equity
0.31%
Not Classified - Non Equity
0.00%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 20.32%
Corporate 73.28%
Securitized 0.48%
Municipal 0.00%
Other 5.91%
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Bond Maturity Exposure

Short Term
2.73%
Less than 1 Year
2.73%
Intermediate
54.60%
1 to 3 Years
4.32%
3 to 5 Years
22.78%
5 to 10 Years
27.50%
Long Term
41.14%
10 to 20 Years
3.68%
20 to 30 Years
17.48%
Over 30 Years
19.98%
Other
1.53%
As of November 30, 2025
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