Asset Allocation

As of November 30, 2025.
Type % Net
Cash -0.00%
Stock 47.77%
Bond 51.74%
Convertible 0.00%
Preferred 0.01%
Other 0.49%
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Market Capitalization

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

% Developed Markets: 98.66%    % Emerging Markets: 0.47%    % Unidentified Markets: 0.87%

Americas 86.45%
86.27%
Canada 0.11%
United States 86.17%
0.18%
Brazil 0.02%
Chile 0.00%
Colombia 0.00%
Mexico 0.01%
Peru 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.80%
United Kingdom 1.88%
6.76%
Austria 0.03%
Belgium 0.00%
Denmark 0.18%
Finland 0.08%
France 1.14%
Germany 1.18%
Greece 0.00%
Ireland 0.60%
Italy 0.63%
Netherlands 0.74%
Norway 0.19%
Spain 0.57%
Sweden 0.41%
Switzerland 1.02%
0.01%
Czech Republic 0.00%
Poland 0.00%
Turkey 0.00%
0.14%
Egypt 0.00%
Israel 0.09%
Qatar 0.00%
Saudi Arabia 0.02%
South Africa 0.02%
United Arab Emirates 0.01%
Greater Asia 3.88%
Japan 2.52%
0.53%
Australia 0.53%
0.44%
Hong Kong 0.08%
Singapore 0.14%
South Korea 0.05%
Taiwan 0.18%
0.39%
China 0.09%
India 0.23%
Indonesia 0.01%
Malaysia 0.01%
Philippines 0.00%
Thailand 0.05%
Unidentified Region 0.87%

Bond Credit Quality Exposure

AAA 1.92%
AA 29.43%
A 11.19%
BBB 30.96%
BB 0.63%
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 0.63%
Not Available 25.24%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
15.29%
Materials
1.47%
Consumer Discretionary
4.93%
Financials
7.85%
Real Estate
1.04%
Sensitive
24.19%
Communication Services
3.58%
Energy
1.55%
Industrials
6.14%
Information Technology
12.92%
Defensive
8.38%
Consumer Staples
2.37%
Health Care
4.64%
Utilities
1.36%
Not Classified
52.15%
Non Classified Equity
0.21%
Not Classified - Non Equity
51.94%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 33.58%
Corporate 42.61%
Securitized 23.52%
Municipal 0.00%
Other 0.29%
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Bond Maturity Exposure

Short Term
5.86%
Less than 1 Year
5.86%
Intermediate
66.82%
1 to 3 Years
11.81%
3 to 5 Years
29.18%
5 to 10 Years
25.83%
Long Term
27.33%
10 to 20 Years
7.25%
20 to 30 Years
20.00%
Over 30 Years
0.08%
Other
0.00%
As of November 30, 2025
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