Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.63%
Stock 82.57%
Bond 15.10%
Convertible 0.00%
Preferred 0.06%
Other -0.36%
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Market Capitalization

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

% Developed Markets: 99.00%    % Emerging Markets: 0.71%    % Unidentified Markets: 0.29%

Americas 78.92%
78.79%
Canada 20.50%
United States 58.29%
0.13%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.81%
United Kingdom 4.19%
12.62%
Denmark 0.24%
Finland 0.07%
France 2.36%
Germany 2.53%
Ireland 2.43%
Italy 0.65%
Netherlands 1.35%
Norway 0.67%
Sweden 0.13%
Switzerland 2.16%
0.00%
0.00%
Greater Asia 3.98%
Japan 1.72%
0.01%
Australia 0.01%
1.66%
Singapore 0.17%
South Korea 0.41%
Taiwan 1.08%
0.58%
China 0.58%
Unidentified Region 0.29%

Bond Credit Quality Exposure

AAA 9.98%
AA 12.16%
A 9.75%
BBB 20.35%
BB 21.39%
B 5.59%
Below B 0.43%
    CCC 0.43%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.09%
Not Available 20.25%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
27.66%
Materials
3.43%
Consumer Discretionary
8.55%
Financials
14.84%
Real Estate
0.83%
Sensitive
44.17%
Communication Services
7.68%
Energy
3.04%
Industrials
12.43%
Information Technology
21.01%
Defensive
13.09%
Consumer Staples
5.17%
Health Care
7.75%
Utilities
0.17%
Not Classified
15.08%
Non Classified Equity
0.00%
Not Classified - Non Equity
15.08%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 19.26%
Corporate 61.20%
Securitized 1.60%
Municipal 8.75%
Other 9.17%
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Bond Maturity Exposure

Short Term
5.25%
Less than 1 Year
5.25%
Intermediate
66.44%
1 to 3 Years
14.22%
3 to 5 Years
23.13%
5 to 10 Years
29.09%
Long Term
27.37%
10 to 20 Years
5.41%
20 to 30 Years
9.99%
Over 30 Years
11.97%
Other
0.94%
As of November 30, 2025
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