Asset Allocation

As of November 30, 2025.
Type % Net
Cash -0.03%
Stock 87.68%
Bond 6.73%
Convertible 0.04%
Preferred 0.25%
Other 5.33%
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Market Capitalization

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

% Developed Markets: 88.09%    % Emerging Markets: 6.51%    % Unidentified Markets: 5.40%

Americas 59.33%
57.48%
Canada 2.31%
United States 55.17%
1.85%
Argentina 0.02%
Brazil 0.78%
Chile 0.03%
Colombia 0.04%
Mexico 0.41%
Peru 0.05%
Venezuela 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.47%
United Kingdom 4.47%
13.66%
Austria 0.13%
Belgium 0.20%
Denmark 0.52%
Finland 0.26%
France 2.92%
Germany 2.30%
Greece 0.06%
Ireland 0.97%
Italy 0.78%
Netherlands 1.66%
Norway 0.17%
Portugal 0.05%
Spain 0.70%
Sweden 0.58%
Switzerland 2.11%
0.31%
Czech Republic 0.01%
Poland 0.08%
Russia 0.00%
Turkey 0.12%
1.03%
Egypt 0.02%
Israel 0.26%
Nigeria 0.02%
Qatar 0.01%
Saudi Arabia 0.18%
South Africa 0.30%
United Arab Emirates 0.15%
Greater Asia 15.79%
Japan 4.64%
1.39%
Australia 1.32%
5.75%
Hong Kong 1.34%
Singapore 0.97%
South Korea 1.41%
Taiwan 2.02%
4.01%
China 2.31%
India 1.09%
Indonesia 0.16%
Kazakhstan 0.05%
Malaysia 0.06%
Pakistan 0.01%
Philippines 0.06%
Thailand 0.24%
Unidentified Region 5.40%

Bond Credit Quality Exposure

AAA 2.03%
AA 53.32%
A 3.35%
BBB 6.63%
BB 9.58%
B 5.37%
Below B 2.00%
    CCC 1.91%
    CC 0.00%
    C 0.02%
    DDD 0.00%
    DD 0.00%
    D 0.07%
Not Rated 0.70%
Not Available 17.01%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
31.95%
Materials
3.13%
Consumer Discretionary
9.33%
Financials
14.82%
Real Estate
4.69%
Sensitive
39.59%
Communication Services
7.30%
Energy
3.18%
Industrials
10.27%
Information Technology
18.85%
Defensive
14.44%
Consumer Staples
4.16%
Health Care
8.02%
Utilities
2.26%
Not Classified
14.02%
Non Classified Equity
0.29%
Not Classified - Non Equity
13.73%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 58.12%
Corporate 15.44%
Securitized 5.23%
Municipal 4.75%
Other 16.46%
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Bond Maturity Exposure

Short Term
6.77%
Less than 1 Year
6.77%
Intermediate
29.00%
1 to 3 Years
11.16%
3 to 5 Years
9.54%
5 to 10 Years
8.30%
Long Term
63.67%
10 to 20 Years
55.53%
20 to 30 Years
6.45%
Over 30 Years
1.68%
Other
0.56%
As of November 30, 2025
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