Asset Allocation

As of November 30, 2025.
Type % Net
Cash 4.40%
Stock 25.57%
Bond 69.48%
Convertible 0.00%
Preferred 0.08%
Other 0.47%
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Market Capitalization

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

% Developed Markets: 100.3%    % Emerging Markets: 0.10%    % Unidentified Markets: -0.43%

Americas 89.14%
88.92%
Canada 1.62%
United States 87.31%
0.22%
Mexico 0.04%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.08%
United Kingdom 2.18%
6.88%
Denmark 0.22%
Finland 0.09%
France 1.44%
Germany 0.40%
Ireland 1.35%
Italy 0.48%
Netherlands 1.28%
Norway 0.10%
Portugal 0.02%
Spain 0.40%
Sweden 0.18%
Switzerland 0.59%
0.00%
0.02%
Israel 0.02%
Greater Asia 2.21%
Japan 1.13%
0.74%
Australia 0.74%
0.34%
Hong Kong 0.05%
Singapore 0.30%
0.00%
Unidentified Region -0.43%

Bond Credit Quality Exposure

AAA 4.90%
AA 37.99%
A 9.47%
BBB 16.64%
BB 12.55%
B 6.16%
Below B 1.58%
    CCC 1.58%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.06%
Not Available 10.66%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
7.88%
Materials
0.63%
Consumer Discretionary
3.51%
Financials
3.32%
Real Estate
0.41%
Sensitive
11.93%
Communication Services
1.52%
Energy
0.12%
Industrials
3.19%
Information Technology
7.10%
Defensive
5.82%
Consumer Staples
1.30%
Health Care
3.51%
Utilities
1.01%
Not Classified
74.38%
Non Classified Equity
0.02%
Not Classified - Non Equity
74.36%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 30.60%
Corporate 49.52%
Securitized 17.81%
Municipal 0.00%
Other 2.07%
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Bond Maturity Exposure

Short Term
5.77%
Less than 1 Year
5.77%
Intermediate
64.93%
1 to 3 Years
13.02%
3 to 5 Years
21.31%
5 to 10 Years
30.61%
Long Term
29.04%
10 to 20 Years
2.42%
20 to 30 Years
25.57%
Over 30 Years
1.06%
Other
0.25%
As of November 30, 2025
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