Asset Allocation

As of November 30, 2025.
Type % Net
Cash -0.04%
Stock 28.31%
Bond 61.77%
Convertible 0.12%
Preferred 1.35%
Other 8.50%
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Market Capitalization

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

% Developed Markets: 91.91%    % Emerging Markets: 0.32%    % Unidentified Markets: 7.77%

Americas 81.45%
78.87%
Canada 1.64%
United States 77.24%
2.58%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.28%
United Kingdom 3.23%
7.04%
Denmark 0.13%
France 0.43%
Germany 0.39%
Ireland 0.93%
Italy 0.06%
Netherlands 3.84%
Switzerland 0.52%
0.00%
0.00%
Greater Asia 0.51%
Japan 0.00%
0.44%
Australia 0.44%
0.07%
0.00%
Unidentified Region 7.77%

Bond Credit Quality Exposure

AAA 3.16%
AA 10.13%
A 2.74%
BBB 16.21%
BB 17.70%
B 11.89%
Below B 5.99%
    CCC 5.99%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 32.18%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
19.04%
Materials
6.80%
Consumer Discretionary
6.24%
Financials
5.99%
Real Estate
0.00%
Sensitive
41.02%
Communication Services
2.56%
Energy
17.16%
Industrials
11.25%
Information Technology
10.05%
Defensive
35.51%
Consumer Staples
12.98%
Health Care
13.04%
Utilities
9.49%
Not Classified
4.44%
Non Classified Equity
2.54%
Not Classified - Non Equity
1.90%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 16.40%
Corporate 62.31%
Securitized 9.88%
Municipal 0.00%
Other 11.40%
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Bond Maturity Exposure

Short Term
20.64%
Less than 1 Year
20.64%
Intermediate
60.39%
1 to 3 Years
12.71%
3 to 5 Years
15.87%
5 to 10 Years
31.82%
Long Term
17.23%
10 to 20 Years
1.48%
20 to 30 Years
15.75%
Over 30 Years
0.00%
Other
1.73%
As of November 30, 2025
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