Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.33%
Stock 84.83%
Bond 10.00%
Convertible 0.00%
Preferred 0.00%
Other 4.84%
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Market Capitalization

As of November 30, 2025
Large 80.09%
Mid 13.25%
Small 6.66%
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Region Exposure

% Developed Markets: 94.86%    % Emerging Markets: 0.18%    % Unidentified Markets: 4.97%

Americas 67.38%
67.38%
Canada 15.29%
United States 52.10%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.17%
United Kingdom 9.35%
14.82%
Denmark 2.81%
France 1.58%
Germany 2.51%
Ireland 1.71%
Netherlands 2.92%
Norway 2.40%
Switzerland 0.89%
0.00%
0.00%
Greater Asia 3.48%
Japan 2.43%
0.00%
1.06%
Taiwan 1.06%
0.00%
Unidentified Region 4.97%

Bond Credit Quality Exposure

AAA 3.85%
AA 12.19%
A 12.76%
BBB 25.68%
BB 10.62%
B 2.05%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 3.70%
Not Available 29.14%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
30.98%
Materials
5.91%
Consumer Discretionary
5.48%
Financials
19.59%
Real Estate
0.00%
Sensitive
38.25%
Communication Services
6.89%
Energy
4.79%
Industrials
10.81%
Information Technology
15.76%
Defensive
22.35%
Consumer Staples
7.66%
Health Care
13.11%
Utilities
1.58%
Not Classified
8.43%
Non Classified Equity
0.00%
Not Classified - Non Equity
8.43%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 30.71%
Corporate 52.59%
Securitized 1.06%
Municipal 9.51%
Other 6.13%
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Bond Maturity Exposure

Short Term
38.19%
Less than 1 Year
38.19%
Intermediate
55.80%
1 to 3 Years
23.01%
3 to 5 Years
29.85%
5 to 10 Years
2.95%
Long Term
2.37%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
2.37%
Other
3.64%
As of November 30, 2025
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