Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.73%
Stock 51.09%
Bond 42.95%
Convertible 0.00%
Preferred 2.55%
Other 0.68%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 77.36%
Mid 13.87%
Small 8.77%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 96.88%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.12%

Americas 94.78%
93.82%
Canada 0.97%
United States 92.85%
0.96%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.85%
United Kingdom 0.23%
1.62%
Greece 0.17%
Ireland 1.23%
0.00%
0.00%
Greater Asia 0.24%
Japan 0.00%
0.24%
Australia 0.24%
0.00%
0.00%
Unidentified Region 3.12%

Bond Credit Quality Exposure

AAA 0.00%
AA 3.68%
A 0.00%
BBB 15.71%
BB 53.50%
B 25.01%
Below B 0.79%
    CCC 0.79%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 1.31%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical
34.48%
Materials
0.00%
Consumer Discretionary
5.85%
Financials
23.87%
Real Estate
4.76%
Sensitive
39.49%
Communication Services
10.42%
Energy
2.33%
Industrials
3.27%
Information Technology
23.46%
Defensive
25.38%
Consumer Staples
1.62%
Health Care
14.93%
Utilities
8.83%
Not Classified
0.66%
Non Classified Equity
0.66%
Not Classified - Non Equity
0.00%
As of November 30, 2025
View Region Exposure
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 3.68%
Corporate 90.58%
Securitized 0.00%
Municipal 0.00%
Other 5.74%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
1.48%
Less than 1 Year
1.48%
Intermediate
86.48%
1 to 3 Years
22.95%
3 to 5 Years
18.51%
5 to 10 Years
45.02%
Long Term
8.04%
10 to 20 Years
3.79%
20 to 30 Years
2.31%
Over 30 Years
1.94%
Other
3.99%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial