Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.97%
Stock 80.81%
Bond 18.67%
Convertible 0.00%
Preferred 0.23%
Other -0.67%
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Market Capitalization

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

% Developed Markets: 94.01%    % Emerging Markets: 6.29%    % Unidentified Markets: -0.30%

Americas 67.60%
66.54%
Canada 2.83%
United States 63.71%
1.06%
Brazil 0.49%
Chile 0.07%
Colombia 0.02%
Mexico 0.22%
Peru 0.03%
Venezuela 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.34%
United Kingdom 3.31%
11.46%
Austria 0.09%
Belgium 0.20%
Denmark 0.39%
Finland 0.25%
France 1.90%
Germany 1.86%
Greece 0.06%
Ireland 0.91%
Italy 0.66%
Netherlands 1.22%
Norway 0.15%
Portugal 0.04%
Spain 0.69%
Sweden 0.72%
Switzerland 2.00%
0.25%
Czech Republic 0.01%
Poland 0.12%
Russia 0.02%
Turkey 0.07%
1.32%
Egypt 0.01%
Israel 0.33%
Qatar 0.07%
Saudi Arabia 0.35%
South Africa 0.33%
United Arab Emirates 0.15%
Greater Asia 16.36%
Japan 5.26%
1.62%
Australia 1.56%
4.98%
Hong Kong 0.89%
Singapore 0.48%
South Korea 1.41%
Taiwan 2.20%
4.49%
China 2.20%
India 1.78%
Indonesia 0.16%
Malaysia 0.15%
Philippines 0.07%
Thailand 0.14%
Unidentified Region -0.30%

Bond Credit Quality Exposure

AAA 1.46%
AA 78.51%
A 4.65%
BBB 5.42%
BB 0.07%
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 0.00%
Not Available 9.90%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
28.18%
Materials
3.61%
Consumer Discretionary
8.59%
Financials
14.06%
Real Estate
1.91%
Sensitive
39.15%
Communication Services
6.21%
Energy
2.88%
Industrials
9.88%
Information Technology
20.18%
Defensive
13.03%
Consumer Staples
3.93%
Health Care
6.97%
Utilities
2.12%
Not Classified
19.64%
Non Classified Equity
0.19%
Not Classified - Non Equity
19.45%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 79.68%
Corporate 10.08%
Securitized 9.81%
Municipal 0.29%
Other 0.14%
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Bond Maturity Exposure

Short Term
1.99%
Less than 1 Year
1.99%
Intermediate
24.78%
1 to 3 Years
9.10%
3 to 5 Years
7.17%
5 to 10 Years
8.51%
Long Term
73.23%
10 to 20 Years
29.18%
20 to 30 Years
43.56%
Over 30 Years
0.49%
Other
0.00%
As of November 30, 2025
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