Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.01%
Stock 93.99%
Bond 5.26%
Convertible 0.00%
Preferred 0.64%
Other -0.90%
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Market Capitalization

As of November 30, 2025
Large 75.75%
Mid 18.60%
Small 5.64%
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Region Exposure

% Developed Markets: 98.38%    % Emerging Markets: 0.97%    % Unidentified Markets: 0.66%

Americas 5.38%
5.38%
United States 5.38%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 58.51%
United Kingdom 12.77%
44.98%
Belgium 1.21%
Denmark 0.05%
Finland 2.32%
France 8.28%
Germany 5.63%
Italy 4.65%
Netherlands 8.05%
Norway 0.90%
Portugal 0.28%
Spain 7.21%
Sweden 0.06%
Switzerland 5.83%
0.00%
0.76%
Israel 0.76%
Greater Asia 35.45%
Japan 25.08%
3.99%
Australia 3.99%
5.42%
Hong Kong 4.15%
Singapore 1.27%
0.97%
China 0.97%
Unidentified Region 0.66%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
41.02%
Materials
4.26%
Consumer Discretionary
12.91%
Financials
23.63%
Real Estate
0.22%
Sensitive
39.83%
Communication Services
7.76%
Energy
0.09%
Industrials
20.48%
Information Technology
11.50%
Defensive
11.48%
Consumer Staples
4.39%
Health Care
6.93%
Utilities
0.15%
Not Classified
7.67%
Non Classified Equity
1.57%
Not Classified - Non Equity
6.10%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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