Asset Allocation

As of November 30, 2025.
Type % Net
Cash 38.58%
Stock 25.10%
Bond 20.47%
Convertible -0.02%
Preferred -0.32%
Other 16.19%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 69.27%    % Emerging Markets: 0.14%    % Unidentified Markets: 30.60%

Americas 66.65%
66.16%
Canada -0.56%
United States 66.73%
0.49%
Argentina 0.00%
Brazil -0.08%
Chile -0.01%
Colombia -0.00%
Mexico 0.20%
Peru -0.00%
Venezuela 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.13%
United Kingdom 0.34%
1.02%
Austria -0.00%
Belgium -0.01%
Denmark -0.01%
Finland -0.01%
France 0.11%
Germany 0.03%
Greece 0.00%
Ireland 0.01%
Italy 0.01%
Netherlands 0.52%
Norway -0.00%
Portugal -0.00%
Spain -0.00%
Sweden -0.02%
Switzerland 0.34%
0.01%
Czech Republic 0.00%
Poland 0.00%
Turkey 0.00%
0.75%
Egypt 0.00%
Israel 0.72%
Nigeria 0.00%
Qatar -0.00%
Saudi Arabia 0.00%
South Africa 0.01%
United Arab Emirates 0.01%
Greater Asia 0.62%
Japan 0.58%
0.03%
Australia 0.03%
0.05%
Hong Kong -0.02%
Singapore -0.02%
South Korea 0.07%
Taiwan 0.03%
-0.04%
China -0.06%
India 0.01%
Indonesia 0.00%
Kazakhstan 0.01%
Malaysia -0.00%
Philippines -0.00%
Thailand -0.00%
Unidentified Region 30.60%

Bond Credit Quality Exposure

AAA 16.55%
AA 4.50%
A 5.69%
BBB 10.47%
BB 2.72%
B 1.22%
Below B 0.13%
    CCC 0.11%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.01%
Not Rated 3.38%
Not Available 55.36%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
9.86%
Materials
0.08%
Consumer Discretionary
1.91%
Financials
6.98%
Real Estate
0.89%
Sensitive
20.90%
Communication Services
9.21%
Energy
-0.04%
Industrials
8.68%
Information Technology
3.04%
Defensive
14.68%
Consumer Staples
4.34%
Health Care
7.22%
Utilities
3.13%
Not Classified
54.56%
Non Classified Equity
0.27%
Not Classified - Non Equity
54.29%
As of November 30, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 42.47%
Corporate 14.27%
Securitized 40.95%
Municipal 0.53%
Other 1.78%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
45.00%
Less than 1 Year
45.00%
Intermediate
14.43%
1 to 3 Years
6.29%
3 to 5 Years
5.56%
5 to 10 Years
2.58%
Long Term
39.70%
10 to 20 Years
12.88%
20 to 30 Years
16.73%
Over 30 Years
10.09%
Other
0.86%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial