Asset Allocation

As of November 30, 2024.
Type % Net
Cash 1.59%
Stock 64.64%
Bond 6.97%
Convertible 0.00%
Preferred 0.24%
Other 26.57%
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Market Capitalization

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

% Developed Markets: 70.18%    % Emerging Markets: 5.78%    % Unidentified Markets: 24.04%

Americas 46.08%
44.61%
Canada 1.70%
United States 42.91%
1.47%
Argentina 0.00%
Brazil 0.46%
Chile 0.04%
Colombia 0.02%
Mexico 0.39%
Peru 0.06%
Venezuela 0.00%
As of November 30, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.99%
United Kingdom 3.88%
13.16%
Austria 0.02%
Belgium 0.16%
Denmark 0.54%
Finland 0.18%
France 2.99%
Germany 2.28%
Greece 0.04%
Ireland 1.20%
Italy 0.49%
Netherlands 1.06%
Norway 0.07%
Portugal 0.11%
Spain 0.50%
Sweden 0.47%
Switzerland 2.85%
0.20%
Czech Republic 0.01%
Poland 0.06%
Russia 0.00%
Turkey 0.09%
0.75%
Egypt 0.01%
Israel 0.17%
Nigeria 0.01%
Qatar 0.04%
Saudi Arabia 0.20%
South Africa 0.20%
United Arab Emirates 0.08%
Greater Asia 11.88%
Japan 3.53%
0.62%
Australia 0.60%
3.66%
Hong Kong 0.57%
Singapore 0.28%
South Korea 1.24%
Taiwan 1.56%
4.06%
China 2.02%
India 1.63%
Indonesia 0.17%
Kazakhstan 0.00%
Malaysia 0.07%
Pakistan 0.00%
Philippines 0.08%
Thailand 0.09%
Unidentified Region 24.04%

Bond Credit Quality Exposure

AAA 10.35%
AA 28.05%
A 5.41%
BBB 19.82%
BB 8.25%
B 4.67%
Below B 2.23%
    CCC 1.85%
    CC 0.13%
    C 0.07%
    DDD 0.00%
    DD 0.00%
    D 0.18%
Not Rated 2.22%
Not Available 18.99%
Short Term 0.00%
As of November 30, 2024
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Stock Sector Exposure

Cyclical
23.15%
Materials
3.52%
Consumer Discretionary
6.30%
Financials
10.23%
Real Estate
3.11%
Sensitive
28.13%
Communication Services
3.95%
Energy
2.68%
Industrials
8.85%
Information Technology
12.65%
Defensive
14.39%
Consumer Staples
4.67%
Health Care
8.23%
Utilities
1.49%
Not Classified
34.33%
Non Classified Equity
1.24%
Not Classified - Non Equity
33.10%
As of July 31, 2024
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Bond Sector Exposure

As of November 30, 2024
Type % Net
Government 21.61%
Corporate 38.02%
Securitized 37.94%
Municipal 0.26%
Other 2.18%
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Bond Maturity Exposure

Short Term
1.24%
Less than 1 Year
1.24%
Intermediate
38.43%
1 to 3 Years
9.03%
3 to 5 Years
10.39%
5 to 10 Years
19.01%
Long Term
57.53%
10 to 20 Years
15.28%
20 to 30 Years
38.62%
Over 30 Years
3.63%
Other
2.80%
As of November 30, 2024
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