Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.68%
Stock 57.56%
Bond 40.88%
Convertible 0.00%
Preferred 0.04%
Other 0.84%
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Market Capitalization

As of November 30, 2025
Large 83.85%
Mid 9.23%
Small 6.92%
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Region Exposure

% Developed Markets: 99.11%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.89%

Americas 99.11%
98.23%
Canada 98.08%
United States 0.15%
0.88%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.89%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 29.96%
BBB 50.40%
BB 2.11%
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 2.15%
Not Available 15.38%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
55.12%
Materials
10.16%
Consumer Discretionary
2.18%
Financials
39.95%
Real Estate
2.83%
Sensitive
32.88%
Communication Services
2.97%
Energy
19.08%
Industrials
10.83%
Information Technology
0.00%
Defensive
10.98%
Consumer Staples
3.38%
Health Care
1.46%
Utilities
6.13%
Not Classified
1.02%
Non Classified Equity
1.02%
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 4.99%
Corporate 73.08%
Securitized 0.00%
Municipal 0.00%
Other 21.93%
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Bond Maturity Exposure

Short Term
0.43%
Less than 1 Year
0.43%
Intermediate
68.49%
1 to 3 Years
18.23%
3 to 5 Years
18.85%
5 to 10 Years
31.41%
Long Term
31.08%
10 to 20 Years
12.34%
20 to 30 Years
12.79%
Over 30 Years
5.96%
Other
0.00%
As of November 30, 2025
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