Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.57%
Stock 52.07%
Bond 37.96%
Convertible 0.00%
Preferred 0.18%
Other 6.22%
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Market Capitalization

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

% Developed Markets: 86.49%    % Emerging Markets: 1.87%    % Unidentified Markets: 11.64%

Americas 56.48%
50.60%
Canada 2.40%
United States 48.20%
5.88%
Argentina 0.08%
Brazil 0.13%
Chile 0.01%
Colombia 0.04%
Mexico 1.14%
Peru 0.02%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.24%
United Kingdom 4.75%
17.22%
Belgium 0.67%
Denmark 0.68%
Finland 0.33%
France 2.39%
Germany 2.46%
Greece 0.18%
Ireland 3.21%
Italy 2.53%
Netherlands 3.11%
Norway 0.07%
Portugal 0.00%
Spain 0.57%
Sweden 0.01%
Switzerland 0.97%
0.11%
Czech Republic 0.02%
Turkey 0.07%
0.16%
Egypt 0.00%
Israel 0.00%
Nigeria 0.00%
Saudi Arabia 0.05%
South Africa 0.01%
Greater Asia 9.65%
Japan 5.01%
0.11%
Australia 0.11%
4.43%
Hong Kong 0.34%
Singapore 0.45%
South Korea 3.28%
Taiwan 0.35%
0.10%
Indonesia 0.05%
Kazakhstan 0.00%
Philippines 0.05%
Unidentified Region 11.64%

Bond Credit Quality Exposure

AAA 7.06%
AA 11.81%
A 8.83%
BBB 11.16%
BB 5.91%
B 1.39%
Below B 0.15%
    CCC 0.15%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 2.88%
Not Available 50.81%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
29.86%
Materials
5.94%
Consumer Discretionary
5.54%
Financials
17.83%
Real Estate
0.54%
Sensitive
22.35%
Communication Services
1.75%
Energy
2.81%
Industrials
6.97%
Information Technology
10.82%
Defensive
12.80%
Consumer Staples
3.58%
Health Care
6.01%
Utilities
3.21%
Not Classified
34.99%
Non Classified Equity
0.29%
Not Classified - Non Equity
34.71%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 12.51%
Corporate 42.57%
Securitized 36.42%
Municipal 0.01%
Other 8.49%
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Bond Maturity Exposure

Short Term
21.05%
Less than 1 Year
21.05%
Intermediate
38.23%
1 to 3 Years
15.55%
3 to 5 Years
9.04%
5 to 10 Years
13.64%
Long Term
39.15%
10 to 20 Years
13.97%
20 to 30 Years
21.79%
Over 30 Years
3.39%
Other
1.56%
As of November 30, 2025
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