Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.04%
Stock 88.36%
Bond 11.29%
Convertible 0.00%
Preferred 0.25%
Other -0.94%
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Market Capitalization

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

% Developed Markets: 93.56%    % Emerging Markets: 6.78%    % Unidentified Markets: -0.34%

Americas 64.88%
63.73%
Canada 3.01%
United States 60.72%
1.15%
Brazil 0.55%
Chile 0.07%
Colombia 0.02%
Mexico 0.22%
Peru 0.02%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.71%
United Kingdom 3.56%
12.45%
Austria 0.09%
Belgium 0.22%
Denmark 0.43%
Finland 0.27%
France 2.07%
Germany 2.01%
Greece 0.06%
Ireland 0.98%
Italy 0.71%
Netherlands 1.32%
Norway 0.17%
Portugal 0.05%
Spain 0.74%
Sweden 0.79%
Switzerland 2.18%
0.27%
Czech Republic 0.01%
Poland 0.12%
Russia 0.02%
Turkey 0.08%
1.43%
Egypt 0.01%
Israel 0.35%
Qatar 0.08%
Saudi Arabia 0.38%
South Africa 0.36%
United Arab Emirates 0.17%
Greater Asia 17.76%
Japan 5.70%
1.77%
Australia 1.71%
5.41%
Hong Kong 0.96%
Singapore 0.52%
South Korea 1.53%
Taiwan 2.40%
4.87%
China 2.40%
India 1.94%
Indonesia 0.16%
Malaysia 0.16%
Philippines 0.05%
Thailand 0.16%
Unidentified Region -0.34%

Bond Credit Quality Exposure

AAA 0.00%
AA 98.21%
A 0.00%
BBB 0.00%
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 0.00%
Not Available 1.79%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
31.00%
Materials
4.03%
Consumer Discretionary
9.39%
Financials
15.43%
Real Estate
2.15%
Sensitive
42.42%
Communication Services
6.67%
Energy
3.16%
Industrials
11.01%
Information Technology
21.58%
Defensive
14.22%
Consumer Staples
4.24%
Health Care
7.67%
Utilities
2.31%
Not Classified
12.37%
Non Classified Equity
0.22%
Not Classified - Non Equity
12.15%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
2.35%
Less than 1 Year
2.35%
Intermediate
0.24%
1 to 3 Years
0.24%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
Long Term
97.41%
10 to 20 Years
44.36%
20 to 30 Years
53.05%
Over 30 Years
0.00%
Other
0.00%
As of November 30, 2025
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