Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.12%
Stock 59.54%
Bond 39.09%
Convertible 0.00%
Preferred 0.22%
Other 1.02%
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Market Capitalization

As of November 30, 2025
Large 75.67%
Mid 13.75%
Small 10.58%
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Region Exposure

% Developed Markets: 95.47%    % Emerging Markets: 2.85%    % Unidentified Markets: 1.68%

Americas 69.38%
68.62%
Canada 22.57%
United States 46.05%
0.75%
Mexico 0.12%
Peru 0.20%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.95%
United Kingdom 4.36%
14.33%
Denmark 0.31%
France 3.93%
Germany 0.46%
Ireland 1.35%
Italy 1.93%
Netherlands 1.16%
Norway 1.93%
Spain 0.04%
Sweden 0.36%
Switzerland 1.91%
0.05%
Turkey 0.05%
0.21%
Egypt 0.03%
Israel 0.12%
Greater Asia 9.99%
Japan 2.51%
0.00%
Australia 0.00%
5.23%
Hong Kong 0.19%
Singapore 0.61%
South Korea 1.20%
Taiwan 3.19%
2.26%
China 1.80%
India 0.17%
Indonesia 0.07%
Pakistan 0.05%
Philippines 0.02%
Thailand 0.04%
Unidentified Region 1.68%

Bond Credit Quality Exposure

AAA 14.05%
AA 8.02%
A 20.96%
BBB 7.76%
BB 22.61%
B 16.96%
Below B 3.51%
    CCC 3.26%
    CC 0.02%
    C 0.04%
    DDD 0.00%
    DD 0.00%
    D 0.19%
Not Rated 0.09%
Not Available 6.05%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
22.67%
Materials
0.42%
Consumer Discretionary
6.62%
Financials
15.63%
Real Estate
0.00%
Sensitive
30.07%
Communication Services
9.47%
Energy
0.89%
Industrials
7.36%
Information Technology
12.35%
Defensive
8.39%
Consumer Staples
4.22%
Health Care
4.17%
Utilities
0.00%
Not Classified
38.86%
Non Classified Equity
0.00%
Not Classified - Non Equity
38.86%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 11.93%
Corporate 69.74%
Securitized 0.42%
Municipal 14.13%
Other 3.78%
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Bond Maturity Exposure

Short Term
4.13%
Less than 1 Year
4.13%
Intermediate
80.44%
1 to 3 Years
8.48%
3 to 5 Years
31.06%
5 to 10 Years
40.90%
Long Term
13.38%
10 to 20 Years
1.86%
20 to 30 Years
9.57%
Over 30 Years
1.94%
Other
2.05%
As of November 30, 2025
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