Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.91%
Stock 22.61%
Bond 66.85%
Convertible 0.00%
Preferred 6.79%
Other 2.85%
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Market Capitalization

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

% Developed Markets: 95.72%    % Emerging Markets: 0.24%    % Unidentified Markets: 4.04%

Americas 90.83%
89.31%
Canada 3.93%
United States 85.37%
1.53%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.89%
United Kingdom 1.14%
2.75%
France 0.51%
Germany 0.73%
Ireland 0.16%
Switzerland 0.26%
0.00%
0.00%
Greater Asia 1.23%
Japan 0.00%
0.00%
1.23%
Singapore 1.23%
0.00%
Unidentified Region 4.04%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 1.09%
BBB 38.95%
BB 44.24%
B 12.32%
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 3.40%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
34.83%
Materials
1.26%
Consumer Discretionary
4.26%
Financials
27.56%
Real Estate
1.74%
Sensitive
31.89%
Communication Services
6.61%
Energy
3.82%
Industrials
11.39%
Information Technology
10.07%
Defensive
26.71%
Consumer Staples
9.10%
Health Care
8.55%
Utilities
9.06%
Not Classified
6.57%
Non Classified Equity
6.57%
Not Classified - Non Equity
0.00%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 0.00%
Corporate 71.28%
Securitized 0.00%
Municipal 0.00%
Other 28.72%
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Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
40.74%
1 to 3 Years
11.29%
3 to 5 Years
8.98%
5 to 10 Years
20.47%
Long Term
42.56%
10 to 20 Years
10.98%
20 to 30 Years
23.21%
Over 30 Years
8.37%
Other
16.70%
As of November 30, 2025
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