Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.82%
Stock 80.99%
Bond 14.89%
Convertible 0.00%
Preferred 0.37%
Other 2.93%
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Market Capitalization

As of November 30, 2025
Large 53.92%
Mid 29.25%
Small 16.83%
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Region Exposure

% Developed Markets: 87.79%    % Emerging Markets: 0.00%    % Unidentified Markets: 12.21%

Americas 53.95%
52.67%
United States 52.67%
1.29%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 30.15%
United Kingdom 8.46%
21.69%
France 2.67%
Germany 4.33%
Ireland 2.50%
Italy 1.24%
Netherlands 4.42%
Switzerland 6.47%
0.00%
0.00%
Greater Asia 3.69%
Japan 2.54%
0.00%
1.15%
South Korea 1.15%
0.00%
Unidentified Region 12.21%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.00%
BBB 0.00%
BB 4.47%
B 18.77%
Below B 11.23%
    CCC 11.23%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.59%
Not Available 64.94%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
36.74%
Materials
4.94%
Consumer Discretionary
8.33%
Financials
22.44%
Real Estate
1.03%
Sensitive
32.01%
Communication Services
10.03%
Energy
7.03%
Industrials
10.14%
Information Technology
4.82%
Defensive
26.05%
Consumer Staples
9.32%
Health Care
12.02%
Utilities
4.71%
Not Classified
5.19%
Non Classified Equity
2.13%
Not Classified - Non Equity
3.06%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 0.00%
Corporate 47.91%
Securitized 0.00%
Municipal 0.00%
Other 52.09%
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Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
99.58%
1 to 3 Years
26.36%
3 to 5 Years
63.91%
5 to 10 Years
9.30%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.42%
As of November 30, 2025
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