Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.00%
Stock 26.44%
Bond 71.60%
Convertible 0.00%
Preferred 0.00%
Other 0.96%
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Market Capitalization

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

% Developed Markets: 97.23%    % Emerging Markets: 1.81%    % Unidentified Markets: 0.96%

Americas 92.90%
92.90%
Canada 88.26%
United States 4.64%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.14%
United Kingdom 4.03%
2.11%
France 2.11%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.96%

Bond Credit Quality Exposure

AAA 25.08%
AA 20.55%
A 36.77%
BBB 14.82%
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 0.00%
Not Available 2.78%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
45.90%
Materials
3.97%
Consumer Discretionary
5.79%
Financials
36.13%
Real Estate
0.00%
Sensitive
38.22%
Communication Services
3.34%
Energy
16.38%
Industrials
14.83%
Information Technology
3.67%
Defensive
15.89%
Consumer Staples
7.99%
Health Care
7.89%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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 22.27%
Corporate 43.86%
Securitized 0.00%
Municipal 28.97%
Other 4.90%
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Bond Maturity Exposure

Short Term
1.19%
Less than 1 Year
1.19%
Intermediate
61.19%
1 to 3 Years
20.94%
3 to 5 Years
13.60%
5 to 10 Years
26.66%
Long Term
37.62%
10 to 20 Years
13.89%
20 to 30 Years
19.97%
Over 30 Years
3.76%
Other
0.00%
As of November 30, 2025
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