Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.61%
Stock 59.76%
Bond 39.47%
Convertible 0.00%
Preferred 0.00%
Other 0.15%
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Market Capitalization

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

% Developed Markets: 99.85%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.15%

Americas 97.76%
97.76%
Canada 67.55%
United States 30.21%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.90%
United Kingdom 0.71%
1.20%
France 0.56%
Ireland 0.43%
Netherlands 0.13%
Switzerland 0.07%
0.00%
0.00%
Greater Asia 0.18%
Japan 0.00%
0.00%
0.18%
Singapore 0.18%
0.00%
Unidentified Region 0.15%

Bond Credit Quality Exposure

AAA 2.11%
AA 1.06%
A 40.92%
BBB 42.33%
BB 0.00%
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 0.84%
Not Available 12.75%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
25.20%
Materials
6.05%
Consumer Discretionary
5.07%
Financials
11.80%
Real Estate
2.29%
Sensitive
26.00%
Communication Services
1.66%
Energy
5.92%
Industrials
7.01%
Information Technology
11.41%
Defensive
8.64%
Consumer Staples
3.20%
Health Care
2.71%
Utilities
2.73%
Not Classified
40.16%
Non Classified Equity
0.29%
Not Classified - Non Equity
39.87%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 5.88%
Corporate 70.59%
Securitized 2.11%
Municipal 0.00%
Other 21.42%
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Bond Maturity Exposure

Short Term
0.24%
Less than 1 Year
0.24%
Intermediate
74.85%
1 to 3 Years
18.55%
3 to 5 Years
17.56%
5 to 10 Years
38.73%
Long Term
24.91%
10 to 20 Years
11.26%
20 to 30 Years
12.43%
Over 30 Years
1.22%
Other
0.00%
As of November 30, 2025
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