Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.54%
Stock 60.16%
Bond 38.88%
Convertible 0.00%
Preferred 0.00%
Other 0.42%
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Market Capitalization

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

% Developed Markets: 99.36%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.64%

Americas 90.70%
90.41%
Canada 72.77%
United States 17.64%
0.29%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.60%
United Kingdom 1.30%
7.30%
Denmark 0.55%
France 1.52%
Ireland 2.45%
Netherlands 0.85%
Switzerland 1.92%
0.00%
0.00%
Greater Asia 0.06%
Japan 0.00%
0.06%
Australia 0.06%
0.00%
0.00%
Unidentified Region 0.64%

Bond Credit Quality Exposure

AAA 1.31%
AA 0.07%
A 22.67%
BBB 50.89%
BB 5.83%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.42%
Not Available 17.82%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
41.40%
Materials
10.19%
Consumer Discretionary
1.87%
Financials
26.71%
Real Estate
2.63%
Sensitive
50.63%
Communication Services
6.80%
Energy
6.23%
Industrials
12.61%
Information Technology
24.98%
Defensive
7.65%
Consumer Staples
4.94%
Health Care
1.55%
Utilities
1.16%
Not Classified
0.32%
Non Classified Equity
0.32%
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 9.08%
Corporate 70.45%
Securitized 1.63%
Municipal 0.00%
Other 18.84%
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Bond Maturity Exposure

Short Term
7.14%
Less than 1 Year
7.14%
Intermediate
59.23%
1 to 3 Years
3.94%
3 to 5 Years
14.70%
5 to 10 Years
40.59%
Long Term
32.36%
10 to 20 Years
9.76%
20 to 30 Years
11.34%
Over 30 Years
11.26%
Other
1.27%
As of November 30, 2025
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