Asset Allocation

As of November 30, 2025.
Type % Net
Cash 4.50%
Stock 63.14%
Bond 31.66%
Convertible 0.00%
Preferred 0.00%
Other 0.70%
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Market Capitalization

As of November 30, 2025
Large 86.50%
Mid 9.99%
Small 3.51%
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Region Exposure

% Developed Markets: 98.71%    % Emerging Markets: 0.07%    % Unidentified Markets: 1.22%

Americas 80.83%
80.42%
Canada 42.40%
United States 38.02%
0.41%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.57%
United Kingdom 4.97%
10.07%
Belgium 1.14%
France 1.04%
Germany 2.35%
Ireland 1.78%
Italy 0.00%
Netherlands 1.44%
Switzerland 2.28%
0.00%
0.53%
Israel 0.53%
Greater Asia 2.39%
Japan 2.39%
0.00%
Australia 0.00%
0.00%
Singapore 0.00%
0.00%
Unidentified Region 1.22%

Bond Credit Quality Exposure

AAA 15.84%
AA 9.59%
A 16.64%
BBB 29.60%
BB 11.75%
B 7.29%
Below B 0.21%
    CCC 0.21%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.88%
Not Available 7.21%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
23.21%
Materials
2.70%
Consumer Discretionary
3.74%
Financials
14.18%
Real Estate
2.59%
Sensitive
27.76%
Communication Services
2.97%
Energy
2.64%
Industrials
9.72%
Information Technology
12.44%
Defensive
13.44%
Consumer Staples
4.99%
Health Care
6.95%
Utilities
1.50%
Not Classified
35.59%
Non Classified Equity
0.30%
Not Classified - Non Equity
35.29%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 11.08%
Corporate 66.77%
Securitized 0.41%
Municipal 13.41%
Other 8.33%
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Bond Maturity Exposure

Short Term
0.63%
Less than 1 Year
0.63%
Intermediate
67.30%
1 to 3 Years
8.46%
3 to 5 Years
19.17%
5 to 10 Years
39.67%
Long Term
29.20%
10 to 20 Years
4.45%
20 to 30 Years
16.81%
Over 30 Years
7.94%
Other
2.87%
As of November 30, 2025
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