Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.42%
Stock 79.00%
Bond 17.10%
Convertible 0.00%
Preferred 0.78%
Other 1.70%
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Market Capitalization

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

% Developed Markets: 98.47%    % Emerging Markets: 1.22%    % Unidentified Markets: 0.31%

Americas 84.23%
83.72%
Canada 49.61%
United States 34.10%
0.52%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.77%
United Kingdom 5.94%
7.16%
France 2.17%
Germany 0.07%
Ireland 0.87%
Italy 0.24%
Netherlands 1.43%
Sweden 2.20%
Switzerland 0.11%
0.62%
Poland 0.62%
0.06%
Israel 0.06%
Greater Asia 1.69%
Japan 1.11%
0.15%
Australia 0.11%
0.43%
Singapore 0.43%
0.00%
Unidentified Region 0.31%

Bond Credit Quality Exposure

AAA 23.58%
AA 14.37%
A 32.63%
BBB 20.26%
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 1.01%
Not Available 8.16%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
36.11%
Materials
1.79%
Consumer Discretionary
10.12%
Financials
21.50%
Real Estate
2.70%
Sensitive
41.71%
Communication Services
4.30%
Energy
0.00%
Industrials
17.37%
Information Technology
20.03%
Defensive
6.92%
Consumer Staples
3.99%
Health Care
2.42%
Utilities
0.52%
Not Classified
15.26%
Non Classified Equity
0.00%
Not Classified - Non Equity
15.26%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 12.77%
Corporate 49.37%
Securitized 2.03%
Municipal 23.57%
Other 12.25%
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Bond Maturity Exposure

Short Term
1.07%
Less than 1 Year
1.07%
Intermediate
64.60%
1 to 3 Years
11.33%
3 to 5 Years
18.31%
5 to 10 Years
34.96%
Long Term
29.18%
10 to 20 Years
10.08%
20 to 30 Years
14.02%
Over 30 Years
5.09%
Other
5.15%
As of November 30, 2025
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