Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.93%
Stock 75.31%
Bond 18.28%
Convertible 2.54%
Preferred 0.00%
Other 0.93%
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Market Capitalization

As of November 30, 2025
Large 37.72%
Mid 19.67%
Small 42.61%
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Region Exposure

% Developed Markets: 96.13%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.87%

Americas 89.68%
87.61%
Canada 3.45%
United States 84.16%
2.07%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.45%
United Kingdom 2.78%
3.67%
Ireland 3.67%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 3.87%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
41.66%
Materials
1.13%
Consumer Discretionary
3.02%
Financials
34.11%
Real Estate
3.40%
Sensitive
31.62%
Communication Services
3.34%
Energy
7.04%
Industrials
13.77%
Information Technology
7.47%
Defensive
17.65%
Consumer Staples
4.65%
Health Care
12.99%
Utilities
0.00%
Not Classified
9.08%
Non Classified Equity
1.24%
Not Classified - Non Equity
7.84%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 12.40%
Corporate 12.20%
Securitized 0.00%
Municipal 0.00%
Other 75.40%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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