Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.78%
Stock 20.98%
Bond 78.11%
Convertible 0.00%
Preferred 0.15%
Other -0.02%
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Market Capitalization

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

% Developed Markets: 97.10%    % Emerging Markets: 0.04%    % Unidentified Markets: 2.85%

Americas 82.29%
81.89%
Canada 44.46%
United States 37.43%
0.40%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.18%
United Kingdom 7.15%
6.03%
Denmark 0.21%
France 1.21%
Ireland 1.90%
Netherlands 0.97%
Sweden 0.00%
Switzerland 0.82%
0.00%
0.00%
Greater Asia 1.68%
Japan 1.56%
0.12%
Australia 0.12%
0.00%
0.00%
Unidentified Region 2.85%

Bond Credit Quality Exposure

AAA 0.60%
AA 16.93%
A 3.70%
BBB 21.52%
BB 31.24%
B 11.95%
Below B 1.80%
    CCC 1.61%
    CC 0.00%
    C 0.20%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 12.26%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
32.87%
Materials
4.23%
Consumer Discretionary
3.95%
Financials
21.93%
Real Estate
2.75%
Sensitive
56.72%
Communication Services
9.55%
Energy
2.11%
Industrials
12.15%
Information Technology
32.91%
Defensive
9.69%
Consumer Staples
5.51%
Health Care
3.58%
Utilities
0.60%
Not Classified
0.72%
Non Classified Equity
0.72%
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 20.13%
Corporate 74.40%
Securitized 0.41%
Municipal 0.00%
Other 5.06%
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Bond Maturity Exposure

Short Term
2.78%
Less than 1 Year
2.78%
Intermediate
55.03%
1 to 3 Years
4.41%
3 to 5 Years
22.80%
5 to 10 Years
27.82%
Long Term
40.56%
10 to 20 Years
4.24%
20 to 30 Years
15.08%
Over 30 Years
21.23%
Other
1.62%
As of November 30, 2025
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