Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.35%
Stock 38.79%
Bond 39.39%
Convertible 0.00%
Preferred 0.00%
Other 21.47%
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Market Capitalization

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

% Developed Markets: 72.38%    % Emerging Markets: 0.10%    % Unidentified Markets: 27.53%

Americas 63.16%
63.06%
Canada 2.15%
United States 60.91%
0.10%
Brazil 0.10%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.82%
United Kingdom 0.96%
7.86%
Norway 0.08%
Switzerland 7.78%
0.00%
0.00%
Greater Asia 0.50%
Japan 0.00%
0.50%
Australia 0.50%
0.00%
0.00%
Unidentified Region 27.53%

Bond Credit Quality Exposure

AAA 18.76%
AA 21.88%
A 16.14%
BBB 37.35%
BB 0.47%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.46%
Not Available 4.93%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
30.58%
Materials
8.82%
Consumer Discretionary
2.26%
Financials
4.95%
Real Estate
14.54%
Sensitive
50.03%
Communication Services
4.57%
Energy
18.49%
Industrials
6.62%
Information Technology
20.36%
Defensive
3.78%
Consumer Staples
1.83%
Health Care
1.95%
Utilities
0.00%
Not Classified
15.61%
Non Classified Equity
15.61%
Not Classified - Non Equity
0.00%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 42.95%
Corporate 52.63%
Securitized 0.00%
Municipal 0.00%
Other 4.42%
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Bond Maturity Exposure

Short Term
24.24%
Less than 1 Year
24.24%
Intermediate
69.55%
1 to 3 Years
31.83%
3 to 5 Years
26.16%
5 to 10 Years
11.55%
Long Term
6.20%
10 to 20 Years
6.20%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of November 30, 2025
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