Asset Allocation

As of November 30, 2025.
Type % Net
Cash 4.35%
Stock 5.86%
Bond 95.37%
Convertible 0.00%
Preferred 0.50%
Other -6.08%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 68.84%    % Emerging Markets: 0.00%    % Unidentified Markets: 31.16%

Americas 65.10%
65.05%
Canada 0.32%
United States 64.73%
0.04%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.57%
United Kingdom 1.05%
2.52%
Denmark 0.30%
France 0.63%
Germany 0.04%
Italy 0.06%
Netherlands 0.67%
Sweden 0.10%
0.00%
0.00%
Greater Asia 0.18%
Japan 0.00%
0.18%
Australia 0.18%
0.00%
0.00%
Unidentified Region 31.16%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.98%
A 0.00%
BBB 0.46%
BB 12.63%
B 31.57%
Below B 3.05%
    CCC 3.05%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.05%
Not Available 50.27%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical --
Materials --
Consumer Discretionary --
Financials --
Real Estate --
Sensitive --
Communication Services --
Energy --
Industrials --
Information Technology --
Defensive --
Consumer Staples --
Health Care --
Utilities --
Not Classified --
Non Classified Equity --
Not Classified - Non Equity --
No Data Available
View Region Exposure
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 1.94%
Corporate 70.39%
Securitized 0.50%
Municipal 0.00%
Other 27.18%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
2.74%
Less than 1 Year
2.74%
Intermediate
94.82%
1 to 3 Years
23.42%
3 to 5 Years
27.11%
5 to 10 Years
44.28%
Long Term
0.24%
10 to 20 Years
0.24%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
2.19%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial