Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.80%
Stock 57.40%
Bond 33.75%
Convertible 0.00%
Preferred 1.55%
Other 5.50%
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Market Capitalization

As of November 30, 2025
Large 82.40%
Mid 9.29%
Small 8.31%
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Region Exposure

% Developed Markets: 92.43%    % Emerging Markets: 0.30%    % Unidentified Markets: 7.27%

Americas 85.28%
85.20%
Canada 57.90%
United States 27.30%
0.08%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.76%
United Kingdom 3.23%
2.53%
Denmark 0.16%
France 0.61%
Germany 0.74%
Netherlands 0.37%
Switzerland 0.43%
0.00%
0.00%
Greater Asia 1.69%
Japan 0.55%
0.06%
Australia 0.06%
0.91%
Hong Kong 0.23%
Singapore 0.04%
South Korea 0.43%
0.17%
China 0.17%
Unidentified Region 7.27%

Bond Credit Quality Exposure

AAA 16.29%
AA 5.58%
A 7.23%
BBB 20.57%
BB 29.34%
B 10.32%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.16%
Not Available 10.51%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
42.60%
Materials
10.13%
Consumer Discretionary
4.56%
Financials
26.34%
Real Estate
1.58%
Sensitive
39.58%
Communication Services
4.09%
Energy
11.13%
Industrials
11.46%
Information Technology
12.90%
Defensive
8.99%
Consumer Staples
3.32%
Health Care
3.04%
Utilities
2.63%
Not Classified
8.82%
Non Classified Equity
0.60%
Not Classified - Non Equity
8.22%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 11.10%
Corporate 68.08%
Securitized 1.08%
Municipal 8.12%
Other 11.62%
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Bond Maturity Exposure

Short Term
1.28%
Less than 1 Year
1.28%
Intermediate
65.59%
1 to 3 Years
6.50%
3 to 5 Years
18.47%
5 to 10 Years
40.62%
Long Term
28.37%
10 to 20 Years
7.58%
20 to 30 Years
11.86%
Over 30 Years
8.93%
Other
4.76%
As of November 30, 2025
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