Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.00%
Stock 55.63%
Bond 40.96%
Convertible 0.00%
Preferred 0.73%
Other 2.68%
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Market Capitalization

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

% Developed Markets: 97.81%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.19%

Americas 92.34%
91.77%
Canada 61.14%
United States 30.63%
0.57%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.78%
United Kingdom 2.25%
2.53%
France 1.30%
Germany 0.36%
Ireland 0.10%
Switzerland 0.77%
0.00%
0.00%
Greater Asia 0.69%
Japan 0.00%
0.69%
Australia 0.69%
0.00%
0.00%
Unidentified Region 2.19%

Bond Credit Quality Exposure

AAA 36.67%
AA 11.09%
A 27.99%
BBB 20.93%
BB 0.00%
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 1.65%
Not Available 1.68%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
49.74%
Materials
2.70%
Consumer Discretionary
6.57%
Financials
21.48%
Real Estate
18.99%
Sensitive
31.82%
Communication Services
4.25%
Energy
4.38%
Industrials
12.65%
Information Technology
10.53%
Defensive
13.46%
Consumer Staples
4.79%
Health Care
7.96%
Utilities
0.71%
Not Classified
4.99%
Non Classified Equity
1.39%
Not Classified - Non Equity
3.60%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 34.95%
Corporate 38.95%
Securitized 0.00%
Municipal 18.80%
Other 7.30%
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Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
73.97%
1 to 3 Years
14.94%
3 to 5 Years
22.11%
5 to 10 Years
36.92%
Long Term
26.03%
10 to 20 Years
5.36%
20 to 30 Years
19.35%
Over 30 Years
1.32%
Other
0.00%
As of November 30, 2025
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