Asset Allocation

As of November 30, 2025.
Type % Net
Cash 4.31%
Stock 90.11%
Bond 5.75%
Convertible 0.00%
Preferred 0.00%
Other -0.17%
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Market Capitalization

As of November 30, 2025
Large 42.60%
Mid 29.26%
Small 28.14%
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Region Exposure

% Developed Markets: 95.92%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.08%

Americas 95.49%
91.58%
Canada 0.07%
United States 91.51%
3.91%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.42%
United Kingdom 0.08%
0.33%
France 0.00%
Ireland 0.26%
Netherlands 0.02%
Sweden 0.00%
Switzerland 0.06%
0.00%
0.00%
Saudi Arabia 0.00%
United Arab Emirates 0.00%
Greater Asia 0.02%
Japan 0.00%
0.00%
Australia 0.00%
0.02%
Singapore 0.02%
0.00%
Unidentified Region 4.08%

Bond Credit Quality Exposure

AAA 0.00%
AA 26.38%
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 73.62%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
27.78%
Materials
1.88%
Consumer Discretionary
8.68%
Financials
16.88%
Real Estate
0.35%
Sensitive
38.22%
Communication Services
13.65%
Energy
0.54%
Industrials
4.71%
Information Technology
19.32%
Defensive
24.08%
Consumer Staples
9.39%
Health Care
7.44%
Utilities
7.25%
Not Classified
9.92%
Non Classified Equity
0.01%
Not Classified - Non Equity
9.91%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 99.98%
Corporate 0.02%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
86.77%
Less than 1 Year
86.77%
Intermediate
13.23%
1 to 3 Years
13.23%
3 to 5 Years
0.00%
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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