Asset Allocation

As of November 30, 2025.
Type % Net
Cash 7.15%
Stock 49.54%
Bond 27.09%
Convertible 0.00%
Preferred 0.00%
Other 16.22%
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Market Capitalization

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

% Developed Markets: 77.02%    % Emerging Markets: 0.61%    % Unidentified Markets: 22.37%

Americas 74.56%
73.95%
Canada -0.13%
United States 74.08%
0.61%
Brazil 0.06%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.86%
United Kingdom 0.56%
1.21%
Finland 0.05%
Greece 0.09%
Ireland 0.52%
Italy 0.03%
Netherlands 0.06%
Sweden 0.03%
Switzerland 0.24%
0.00%
1.08%
Israel 0.98%
South Africa 0.11%
Greater Asia 0.21%
Japan 0.11%
0.07%
Australia 0.07%
0.03%
Hong Kong -0.00%
Singapore 0.04%
0.00%
Unidentified Region 22.37%

Bond Credit Quality Exposure

AAA 0.00%
AA 11.39%
A 0.00%
BBB 0.00%
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 0.00%
Not Available 88.61%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
27.90%
Materials
2.80%
Consumer Discretionary
10.09%
Financials
12.18%
Real Estate
2.84%
Sensitive
27.89%
Communication Services
3.09%
Energy
2.78%
Industrials
13.97%
Information Technology
8.05%
Defensive
15.68%
Consumer Staples
4.85%
Health Care
8.00%
Utilities
2.84%
Not Classified
28.53%
Non Classified Equity
0.18%
Not Classified - Non Equity
28.35%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 99.99%
Corporate 0.01%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
94.99%
Less than 1 Year
94.99%
Intermediate
5.01%
1 to 3 Years
5.00%
3 to 5 Years
0.01%
5 to 10 Years
0.00%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of November 30, 2025
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