Asset Allocation

As of November 30, 2025.
Type % Net
Cash -0.82%
Stock 38.62%
Bond 56.81%
Convertible 0.10%
Preferred 2.42%
Other 2.87%
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Market Capitalization

As of November 30, 2025
Large 89.53%
Mid 9.50%
Small 0.97%
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Region Exposure

% Developed Markets: 97.15%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.85%

Americas 89.85%
87.29%
Canada 0.71%
United States 86.58%
2.56%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.13%
United Kingdom 2.06%
5.07%
Denmark 0.17%
France 0.89%
Ireland 0.74%
Netherlands 1.47%
Switzerland 0.76%
0.00%
0.00%
Greater Asia 0.17%
Japan 0.00%
0.17%
Australia 0.17%
0.00%
0.00%
Unidentified Region 2.85%

Bond Credit Quality Exposure

AAA 0.00%
AA 11.36%
A 2.68%
BBB 16.76%
BB 22.09%
B 15.96%
Below B 2.82%
    CCC 2.82%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 28.33%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
20.06%
Materials
6.19%
Consumer Discretionary
5.25%
Financials
8.62%
Real Estate
0.00%
Sensitive
41.14%
Communication Services
5.05%
Energy
13.56%
Industrials
12.46%
Information Technology
10.08%
Defensive
36.96%
Consumer Staples
11.82%
Health Care
17.94%
Utilities
7.20%
Not Classified
1.83%
Non Classified Equity
1.83%
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 16.66%
Corporate 64.10%
Securitized 10.89%
Municipal 0.00%
Other 8.34%
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Bond Maturity Exposure

Short Term
15.84%
Less than 1 Year
15.84%
Intermediate
65.83%
1 to 3 Years
6.33%
3 to 5 Years
18.85%
5 to 10 Years
40.65%
Long Term
16.38%
10 to 20 Years
0.89%
20 to 30 Years
15.49%
Over 30 Years
0.00%
Other
1.95%
As of November 30, 2025
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