Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.66%
Stock 78.41%
Bond 16.19%
Convertible 0.00%
Preferred 2.18%
Other 1.56%
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Market Capitalization

As of November 30, 2025
Large 75.45%
Mid 21.40%
Small 3.16%
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Region Exposure

% Developed Markets: 99.84%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.16%

Americas 99.25%
97.25%
Canada 72.92%
United States 24.33%
2.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.59%
United Kingdom 0.37%
0.22%
France 0.22%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.16%

Bond Credit Quality Exposure

AAA 1.02%
AA 17.33%
A 11.27%
BBB 44.58%
BB 14.53%
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 4.24%
Not Available 7.04%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
42.42%
Materials
9.48%
Consumer Discretionary
0.93%
Financials
30.12%
Real Estate
1.90%
Sensitive
40.25%
Communication Services
5.74%
Energy
14.35%
Industrials
11.75%
Information Technology
8.41%
Defensive
17.33%
Consumer Staples
6.09%
Health Care
3.58%
Utilities
7.66%
Not Classified
0.00%
Non Classified Equity
0.00%
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 60.41%
Securitized 1.02%
Municipal 17.33%
Other 21.24%
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Bond Maturity Exposure

Short Term
3.44%
Less than 1 Year
3.44%
Intermediate
51.37%
1 to 3 Years
19.41%
3 to 5 Years
3.51%
5 to 10 Years
28.45%
Long Term
39.83%
10 to 20 Years
8.90%
20 to 30 Years
17.37%
Over 30 Years
13.56%
Other
5.36%
As of November 30, 2025
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