Asset Allocation

As of November 30, 2024.
Type % Net
Cash 1.53%
Stock 65.07%
Bond 6.95%
Convertible 0.00%
Preferred 0.23%
Other 26.21%
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Market Capitalization

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

% Developed Markets: 68.76%    % Emerging Markets: 5.39%    % Unidentified Markets: 25.85%

Americas 44.92%
43.53%
Canada 1.73%
United States 41.80%
1.39%
Argentina 0.00%
Brazil 0.42%
Chile 0.04%
Colombia 0.02%
Mexico 0.36%
Peru 0.06%
Venezuela 0.00%
As of November 30, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.69%
United Kingdom 3.81%
12.98%
Austria 0.02%
Belgium 0.16%
Denmark 0.55%
Finland 0.17%
France 2.94%
Germany 2.26%
Greece 0.04%
Ireland 1.15%
Italy 0.50%
Netherlands 1.05%
Norway 0.07%
Portugal 0.11%
Spain 0.49%
Sweden 0.47%
Switzerland 2.80%
0.19%
Czech Republic 0.01%
Poland 0.06%
Russia 0.00%
Turkey 0.08%
0.71%
Egypt 0.01%
Israel 0.17%
Nigeria 0.01%
Qatar 0.04%
Saudi Arabia 0.18%
South Africa 0.19%
United Arab Emirates 0.08%
Greater Asia 11.54%
Japan 3.57%
0.67%
Australia 0.64%
3.51%
Hong Kong 0.56%
Singapore 0.28%
South Korea 1.21%
Taiwan 1.46%
3.79%
China 1.89%
India 1.52%
Indonesia 0.16%
Kazakhstan 0.00%
Malaysia 0.06%
Pakistan 0.00%
Philippines 0.07%
Thailand 0.08%
Unidentified Region 25.85%

Bond Credit Quality Exposure

AAA 10.36%
AA 28.27%
A 5.45%
BBB 19.78%
BB 8.13%
B 4.58%
Below B 2.21%
    CCC 1.83%
    CC 0.13%
    C 0.07%
    DDD 0.00%
    DD 0.00%
    D 0.18%
Not Rated 2.20%
Not Available 19.01%
Short Term 0.00%
As of November 30, 2024
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Stock Sector Exposure

Cyclical
23.25%
Materials
3.51%
Consumer Discretionary
6.30%
Financials
10.21%
Real Estate
3.23%
Sensitive
28.07%
Communication Services
3.95%
Energy
2.67%
Industrials
8.83%
Information Technology
12.62%
Defensive
14.36%
Consumer Staples
4.66%
Health Care
8.22%
Utilities
1.49%
Not Classified
34.32%
Non Classified Equity
1.24%
Not Classified - Non Equity
33.07%
As of July 31, 2024
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Bond Sector Exposure

As of November 30, 2024
Type % Net
Government 21.81%
Corporate 37.82%
Securitized 37.94%
Municipal 0.26%
Other 2.17%
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Bond Maturity Exposure

Short Term
1.24%
Less than 1 Year
1.24%
Intermediate
38.45%
1 to 3 Years
9.11%
3 to 5 Years
10.36%
5 to 10 Years
18.98%
Long Term
57.53%
10 to 20 Years
15.28%
20 to 30 Years
38.63%
Over 30 Years
3.62%
Other
2.78%
As of November 30, 2024
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