Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.07%
Stock 58.06%
Bond 40.31%
Convertible 0.07%
Preferred 0.30%
Other 0.19%
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Market Capitalization

As of November 30, 2025
Large 69.80%
Mid 19.27%
Small 10.93%
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Region Exposure

% Developed Markets: 94.47%    % Emerging Markets: 3.07%    % Unidentified Markets: 2.46%

Americas 77.65%
77.08%
Canada 5.92%
United States 71.16%
0.57%
Brazil 0.51%
Chile 0.06%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.16%
United Kingdom 4.15%
5.40%
Austria 0.09%
Finland 0.20%
France 2.09%
Germany 0.33%
Ireland 0.31%
Italy 0.66%
Netherlands 0.09%
Norway 0.83%
Spain 0.09%
Sweden 0.07%
Switzerland 0.26%
0.44%
Czech Republic 0.44%
1.17%
Israel 0.98%
Qatar 0.10%
United Arab Emirates 0.10%
Greater Asia 8.73%
Japan 0.76%
2.94%
Australia 1.51%
2.97%
Singapore 0.00%
South Korea 1.48%
Taiwan 1.49%
2.06%
China 0.10%
India 0.33%
Indonesia 0.91%
Philippines 0.71%
Unidentified Region 2.46%

Bond Credit Quality Exposure

AAA 11.06%
AA 16.07%
A 6.21%
BBB 29.87%
BB 15.24%
B 4.52%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.11%
Not Available 16.94%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
31.01%
Materials
0.72%
Consumer Discretionary
12.27%
Financials
9.62%
Real Estate
8.40%
Sensitive
36.71%
Communication Services
8.81%
Energy
4.97%
Industrials
3.85%
Information Technology
19.07%
Defensive
31.36%
Consumer Staples
5.20%
Health Care
26.15%
Utilities
0.00%
Not Classified
0.93%
Non Classified Equity
0.93%
Not Classified - Non Equity
0.00%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 24.49%
Corporate 53.34%
Securitized 11.43%
Municipal 2.66%
Other 8.08%
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Bond Maturity Exposure

Short Term
3.25%
Less than 1 Year
3.25%
Intermediate
56.68%
1 to 3 Years
3.67%
3 to 5 Years
12.36%
5 to 10 Years
40.64%
Long Term
36.89%
10 to 20 Years
14.09%
20 to 30 Years
15.48%
Over 30 Years
7.32%
Other
3.19%
As of November 30, 2025
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