Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.09%
Stock 59.13%
Bond 39.75%
Convertible 0.00%
Preferred 0.16%
Other 0.87%
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Market Capitalization

As of November 30, 2025
Large 75.66%
Mid 20.30%
Small 4.04%
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Region Exposure

% Developed Markets: 96.14%    % Emerging Markets: 1.33%    % Unidentified Markets: 2.53%

Americas 74.07%
73.48%
Canada 1.64%
United States 71.84%
0.59%
Brazil 0.08%
Chile 0.19%
Mexico 0.04%
Peru 0.03%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.26%
United Kingdom 2.78%
12.88%
Austria 0.18%
Belgium 0.10%
Denmark 0.50%
Finland 0.41%
France 2.03%
Germany 1.52%
Ireland 1.45%
Italy 0.57%
Netherlands 1.62%
Norway 0.42%
Portugal 0.06%
Spain 0.73%
Sweden 0.71%
Switzerland 2.06%
0.06%
Turkey 0.04%
0.53%
Israel 0.09%
Saudi Arabia 0.14%
United Arab Emirates 0.07%
Greater Asia 7.15%
Japan 4.24%
1.60%
Australia 1.52%
0.85%
Hong Kong 0.26%
Singapore 0.48%
South Korea 0.11%
0.45%
China 0.24%
India 0.01%
Indonesia 0.05%
Philippines 0.15%
Unidentified Region 2.53%

Bond Credit Quality Exposure

AAA 10.91%
AA 31.05%
A 14.07%
BBB 13.41%
BB 2.50%
B 0.27%
Below B 0.01%
    CCC 0.00%
    CC 0.01%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.58%
Not Available 27.18%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
33.66%
Materials
2.84%
Consumer Discretionary
8.56%
Financials
19.14%
Real Estate
3.11%
Sensitive
49.72%
Communication Services
5.57%
Energy
1.15%
Industrials
13.27%
Information Technology
29.72%
Defensive
16.34%
Consumer Staples
5.32%
Health Care
9.75%
Utilities
1.27%
Not Classified
0.29%
Non Classified Equity
0.29%
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 23.69%
Corporate 38.19%
Securitized 32.89%
Municipal 4.57%
Other 0.65%
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Bond Maturity Exposure

Short Term
2.47%
Less than 1 Year
2.47%
Intermediate
43.04%
1 to 3 Years
11.73%
3 to 5 Years
10.81%
5 to 10 Years
20.51%
Long Term
53.75%
10 to 20 Years
15.38%
20 to 30 Years
36.01%
Over 30 Years
2.36%
Other
0.74%
As of November 30, 2025
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