Asset Allocation

As of November 30, 2025.
Type % Net
Cash -0.32%
Stock 20.86%
Bond 78.70%
Convertible 0.00%
Preferred 0.13%
Other 0.63%
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Market Capitalization

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

% Developed Markets: 90.32%    % Emerging Markets: 4.70%    % Unidentified Markets: 4.98%

Americas 82.44%
79.99%
Canada 0.97%
United States 79.02%
2.45%
Argentina 0.01%
Brazil 0.40%
Chile 0.19%
Colombia 0.11%
Mexico 0.68%
Peru 0.16%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.09%
United Kingdom 1.79%
4.63%
Austria 0.13%
Belgium 0.02%
Denmark 0.12%
Finland 0.05%
France 0.97%
Germany 0.63%
Greece 0.00%
Ireland 0.76%
Italy 0.14%
Netherlands 0.69%
Norway 0.01%
Portugal 0.02%
Spain 0.21%
Sweden 0.07%
Switzerland 0.61%
0.44%
Czech Republic 0.00%
Poland 0.05%
Turkey 0.22%
1.22%
Egypt 0.04%
Israel 0.26%
Nigeria 0.02%
Qatar 0.09%
Saudi Arabia 0.20%
South Africa 0.26%
United Arab Emirates 0.05%
Greater Asia 4.49%
Japan 1.11%
0.20%
Australia 0.20%
1.67%
Hong Kong 0.14%
Singapore 0.40%
South Korea 0.42%
Taiwan 0.68%
1.51%
China 0.49%
India 0.49%
Indonesia 0.25%
Kazakhstan 0.05%
Malaysia 0.13%
Philippines 0.04%
Thailand 0.02%
Unidentified Region 4.98%

Bond Credit Quality Exposure

AAA 8.48%
AA 31.52%
A 17.70%
BBB 18.63%
BB 5.24%
B 1.79%
Below B 0.34%
    CCC 0.31%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.02%
Not Rated 0.56%
Not Available 15.76%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
6.93%
Materials
0.93%
Consumer Discretionary
2.25%
Financials
3.34%
Real Estate
0.41%
Sensitive
10.41%
Communication Services
1.60%
Energy
0.57%
Industrials
2.86%
Information Technology
5.38%
Defensive
3.42%
Consumer Staples
0.90%
Health Care
1.93%
Utilities
0.60%
Not Classified
79.24%
Non Classified Equity
0.02%
Not Classified - Non Equity
79.22%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 29.89%
Corporate 37.68%
Securitized 31.16%
Municipal 0.05%
Other 1.21%
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Bond Maturity Exposure

Short Term
12.15%
Less than 1 Year
12.15%
Intermediate
46.28%
1 to 3 Years
18.16%
3 to 5 Years
17.37%
5 to 10 Years
10.76%
Long Term
40.39%
10 to 20 Years
14.06%
20 to 30 Years
24.48%
Over 30 Years
1.85%
Other
1.18%
As of November 30, 2025
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