Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.31%
Stock 66.34%
Bond 33.45%
Convertible 0.00%
Preferred 0.00%
Other -0.10%
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Market Capitalization

As of November 30, 2025
Large 68.71%
Mid 25.16%
Small 6.13%
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Region Exposure

% Developed Markets: 99.65%    % Emerging Markets: 0.02%    % Unidentified Markets: 0.33%

Americas 94.06%
94.06%
Canada 64.60%
United States 29.47%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.39%
United Kingdom 2.27%
3.12%
France 0.22%
Germany 0.96%
Ireland 0.95%
Netherlands 0.02%
Switzerland 0.96%
0.00%
0.00%
Greater Asia 0.21%
Japan 0.15%
0.06%
Australia 0.06%
0.00%
0.00%
Unidentified Region 0.33%

Bond Credit Quality Exposure

AAA 13.42%
AA 16.08%
A 13.33%
BBB 16.68%
BB 5.14%
B 0.80%
Below B 0.10%
    CCC 0.10%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.21%
Not Available 34.25%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
29.29%
Materials
3.98%
Consumer Discretionary
6.51%
Financials
17.31%
Real Estate
1.49%
Sensitive
35.71%
Communication Services
3.87%
Energy
8.09%
Industrials
11.41%
Information Technology
12.33%
Defensive
7.29%
Consumer Staples
3.03%
Health Care
4.26%
Utilities
0.00%
Not Classified
27.71%
Non Classified Equity
0.00%
Not Classified - Non Equity
27.71%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 40.78%
Corporate 35.71%
Securitized 0.61%
Municipal 17.00%
Other 5.90%
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Bond Maturity Exposure

Short Term
26.38%
Less than 1 Year
26.38%
Intermediate
41.83%
1 to 3 Years
4.39%
3 to 5 Years
12.83%
5 to 10 Years
24.61%
Long Term
31.59%
10 to 20 Years
7.16%
20 to 30 Years
14.37%
Over 30 Years
10.05%
Other
0.20%
As of November 30, 2025
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