Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.47%
Stock 68.76%
Bond 22.48%
Convertible 0.00%
Preferred 0.12%
Other 8.16%
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Market Capitalization

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

% Developed Markets: 94.43%    % Emerging Markets: 1.09%    % Unidentified Markets: 4.48%

Americas 81.33%
80.13%
Canada 0.52%
United States 79.60%
1.20%
Argentina 0.01%
Brazil 0.07%
Chile 0.04%
Colombia 0.04%
Mexico 0.05%
Peru 0.03%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.55%
United Kingdom 2.55%
7.55%
Austria 0.08%
Denmark 0.28%
Finland 0.00%
France 1.35%
Germany 0.68%
Greece 0.06%
Ireland 1.46%
Italy 0.34%
Netherlands 1.08%
Norway 0.07%
Spain 0.67%
Sweden 0.12%
Switzerland 1.03%
0.12%
Poland 0.01%
Turkey 0.03%
0.33%
Egypt 0.01%
Israel 0.14%
Nigeria 0.01%
Saudi Arabia 0.00%
South Africa 0.03%
United Arab Emirates 0.07%
Greater Asia 3.64%
Japan 2.10%
0.47%
Australia 0.47%
0.76%
Hong Kong 0.33%
Singapore 0.24%
South Korea 0.10%
Taiwan 0.09%
0.31%
China 0.08%
India 0.03%
Indonesia 0.09%
Kazakhstan 0.03%
Malaysia 0.02%
Philippines 0.03%
Thailand 0.00%
Unidentified Region 4.48%

Bond Credit Quality Exposure

AAA 6.62%
AA 27.05%
A 10.31%
BBB 23.70%
BB 9.99%
B 5.27%
Below B 1.87%
    CCC 1.80%
    CC 0.01%
    C 0.03%
    DDD 0.00%
    DD 0.00%
    D 0.03%
Not Rated 0.18%
Not Available 15.02%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
28.73%
Materials
3.33%
Consumer Discretionary
9.78%
Financials
13.80%
Real Estate
1.81%
Sensitive
47.69%
Communication Services
8.17%
Energy
2.68%
Industrials
9.53%
Information Technology
27.32%
Defensive
16.66%
Consumer Staples
4.49%
Health Care
9.69%
Utilities
2.48%
Not Classified
6.92%
Non Classified Equity
0.10%
Not Classified - Non Equity
6.82%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 9.84%
Corporate 58.34%
Securitized 30.09%
Municipal 0.00%
Other 1.72%
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Bond Maturity Exposure

Short Term
5.64%
Less than 1 Year
5.64%
Intermediate
44.75%
1 to 3 Years
9.87%
3 to 5 Years
15.78%
5 to 10 Years
19.10%
Long Term
49.15%
10 to 20 Years
11.84%
20 to 30 Years
34.68%
Over 30 Years
2.63%
Other
0.46%
As of November 30, 2025
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