Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.55%
Stock 53.33%
Bond 36.83%
Convertible 0.00%
Preferred 0.00%
Other 9.29%
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Market Capitalization

As of November 30, 2025
Large 81.38%
Mid 16.36%
Small 2.26%
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Region Exposure

% Developed Markets: 91.75%    % Emerging Markets: 0.09%    % Unidentified Markets: 8.17%

Americas 90.05%
88.63%
Canada 79.68%
United States 8.95%
1.42%
Chile 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.36%
United Kingdom 0.50%
0.86%
Belgium 0.00%
France 0.41%
Germany 0.02%
Ireland 0.05%
Italy 0.37%
Netherlands 0.00%
Norway 0.00%
Spain 0.00%
0.00%
0.00%
Greater Asia 0.42%
Japan 0.42%
0.00%
0.00%
0.00%
Unidentified Region 8.17%

Bond Credit Quality Exposure

AAA 37.14%
AA 15.35%
A 18.15%
BBB 22.90%
BB 0.21%
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 0.11%
Not Available 6.14%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
28.86%
Materials
5.19%
Consumer Discretionary
2.35%
Financials
19.25%
Real Estate
2.07%
Sensitive
19.72%
Communication Services
1.27%
Energy
4.27%
Industrials
7.81%
Information Technology
6.36%
Defensive
5.48%
Consumer Staples
3.13%
Health Care
0.53%
Utilities
1.82%
Not Classified
45.94%
Non Classified Equity
0.34%
Not Classified - Non Equity
45.61%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 25.23%
Corporate 40.35%
Securitized 2.20%
Municipal 21.73%
Other 10.49%
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Bond Maturity Exposure

Short Term
0.35%
Less than 1 Year
0.35%
Intermediate
57.78%
1 to 3 Years
6.95%
3 to 5 Years
13.87%
5 to 10 Years
36.97%
Long Term
39.93%
10 to 20 Years
14.93%
20 to 30 Years
19.14%
Over 30 Years
5.86%
Other
1.93%
As of November 30, 2025
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