Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.56%
Stock 58.11%
Bond 39.71%
Convertible 0.00%
Preferred 0.00%
Other 0.62%
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Market Capitalization

As of November 30, 2025
Large 39.01%
Mid 40.51%
Small 20.47%
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Region Exposure

% Developed Markets: 97.19%    % Emerging Markets: 0.82%    % Unidentified Markets: 2.00%

Americas 89.48%
88.81%
Canada 1.37%
United States 87.44%
0.67%
Mexico 0.43%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.52%
United Kingdom 2.34%
5.79%
Belgium 0.15%
France 0.63%
Ireland 2.97%
Netherlands 0.13%
Sweden 0.86%
Switzerland 1.06%
0.00%
0.39%
Saudi Arabia 0.39%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.00%

Bond Credit Quality Exposure

AAA 2.87%
AA 46.45%
A 15.73%
BBB 13.00%
BB 0.00%
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 0.00%
Not Available 21.96%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
35.17%
Materials
4.03%
Consumer Discretionary
8.79%
Financials
20.25%
Real Estate
2.10%
Sensitive
36.47%
Communication Services
5.23%
Energy
9.23%
Industrials
9.91%
Information Technology
12.09%
Defensive
22.94%
Consumer Staples
4.50%
Health Care
12.59%
Utilities
5.84%
Not Classified
5.42%
Non Classified Equity
0.00%
Not Classified - Non Equity
5.42%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 39.57%
Corporate 30.48%
Securitized 28.54%
Municipal 0.00%
Other 1.42%
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Bond Maturity Exposure

Short Term
13.13%
Less than 1 Year
13.13%
Intermediate
37.70%
1 to 3 Years
9.60%
3 to 5 Years
17.07%
5 to 10 Years
11.03%
Long Term
48.80%
10 to 20 Years
16.17%
20 to 30 Years
31.14%
Over 30 Years
1.49%
Other
0.37%
As of November 30, 2025
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