Asset Allocation

As of November 30, 2025.
Type % Net
Cash 6.64%
Stock 81.23%
Bond 10.86%
Convertible 0.00%
Preferred 0.05%
Other 1.22%
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Market Capitalization

As of November 30, 2025
Large 46.14%
Mid 28.47%
Small 25.39%
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Region Exposure

% Developed Markets: 92.00%    % Emerging Markets: 1.69%    % Unidentified Markets: 6.31%

Americas 64.58%
64.07%
Canada 4.02%
United States 60.05%
0.51%
Brazil 0.13%
Chile 0.09%
Mexico 0.07%
Peru 0.01%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.65%
United Kingdom 5.31%
9.84%
Belgium 0.54%
Denmark 0.16%
Finland 0.08%
France 1.96%
Germany 1.22%
Greece 0.10%
Ireland 0.55%
Italy 0.73%
Netherlands 0.57%
Norway 0.38%
Portugal 0.04%
Spain 0.62%
Sweden 0.87%
Switzerland 1.63%
0.09%
Czech Republic 0.09%
Poland 0.00%
Turkey 0.00%
0.41%
Israel 0.19%
South Africa 0.22%
Greater Asia 13.46%
Japan 5.86%
3.40%
Australia 3.39%
3.12%
Hong Kong 1.56%
Singapore 1.51%
South Korea 0.04%
1.07%
China 1.04%
Indonesia 0.03%
Unidentified Region 6.31%

Bond Credit Quality Exposure

AAA 0.00%
AA 34.75%
A 0.00%
BBB 0.00%
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 65.25%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
55.95%
Materials
8.22%
Consumer Discretionary
2.58%
Financials
3.77%
Real Estate
41.38%
Sensitive
19.48%
Communication Services
1.73%
Energy
6.03%
Industrials
5.04%
Information Technology
6.67%
Defensive
6.17%
Consumer Staples
0.85%
Health Care
3.13%
Utilities
2.19%
Not Classified
18.41%
Non Classified Equity
2.05%
Not Classified - Non Equity
16.36%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
95.62%
Less than 1 Year
95.62%
Intermediate
4.38%
1 to 3 Years
4.38%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of November 30, 2025
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