Asset Allocation

As of November 30, 2025.
Type % Net
Cash 6.47%
Stock 87.46%
Bond 5.83%
Convertible 0.00%
Preferred 0.00%
Other 0.24%
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Market Capitalization

As of November 30, 2025
Large 87.84%
Mid 11.82%
Small 0.33%
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Region Exposure

% Developed Markets: 97.95%    % Emerging Markets: 1.64%    % Unidentified Markets: 0.40%

Americas 14.70%
13.81%
Canada 11.05%
United States 2.76%
0.89%
Brazil 0.31%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 59.18%
United Kingdom 14.23%
44.19%
Austria 0.23%
Belgium 0.39%
Denmark 1.79%
Finland 0.52%
France 8.51%
Germany 8.23%
Ireland 2.07%
Italy 2.98%
Netherlands 6.05%
Norway 0.39%
Portugal 0.12%
Spain 3.02%
Sweden 1.94%
Switzerland 7.47%
0.00%
0.75%
Israel 0.75%
Greater Asia 25.72%
Japan 16.12%
3.59%
Australia 3.59%
4.94%
Hong Kong 1.63%
Singapore 2.31%
Taiwan 1.00%
1.06%
China 0.51%
India 0.55%
Unidentified Region 0.40%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
40.10%
Materials
6.61%
Consumer Discretionary
10.76%
Financials
22.66%
Real Estate
0.07%
Sensitive
38.65%
Communication Services
4.87%
Energy
3.13%
Industrials
18.26%
Information Technology
12.39%
Defensive
20.79%
Consumer Staples
6.97%
Health Care
11.01%
Utilities
2.82%
Not Classified
0.46%
Non Classified Equity
0.46%
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 11.09%
Corporate 88.91%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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