Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.82%
Stock 59.18%
Bond 36.42%
Convertible 0.00%
Preferred 0.01%
Other 3.57%
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Market Capitalization

As of November 30, 2025
Large 64.79%
Mid 14.95%
Small 20.27%
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Region Exposure

% Developed Markets: 81.84%    % Emerging Markets: 0.52%    % Unidentified Markets: 17.64%

Americas 80.54%
80.22%
Canada 0.06%
United States 80.16%
0.33%
Argentina 0.02%
Brazil 0.05%
Chile 0.02%
Colombia 0.02%
Mexico 0.05%
Peru 0.02%
Venezuela 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.70%
United Kingdom 0.40%
1.07%
Austria 0.00%
Belgium 0.00%
Denmark 0.00%
France 0.03%
Germany 0.00%
Greece 0.00%
Ireland 0.65%
Italy 0.01%
Netherlands 0.02%
Norway 0.00%
Portugal 0.00%
Spain 0.00%
Sweden 0.00%
Switzerland 0.15%
0.08%
Poland 0.02%
Turkey 0.03%
0.14%
Egypt 0.01%
Israel 0.00%
Nigeria 0.01%
Qatar 0.00%
Saudi Arabia 0.02%
South Africa 0.01%
United Arab Emirates 0.02%
Greater Asia 0.11%
Japan 0.01%
0.02%
Australia 0.02%
0.01%
Hong Kong 0.00%
Singapore 0.00%
South Korea 0.00%
Taiwan 0.00%
0.08%
China 0.01%
India 0.00%
Indonesia 0.02%
Kazakhstan 0.01%
Malaysia 0.01%
Pakistan 0.00%
Philippines 0.02%
Unidentified Region 17.64%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
9.82%
Materials
1.51%
Consumer Discretionary
3.72%
Financials
4.60%
Real Estate
0.00%
Sensitive
45.55%
Communication Services
9.99%
Energy
2.01%
Industrials
6.08%
Information Technology
27.47%
Defensive
5.84%
Consumer Staples
1.01%
Health Care
3.30%
Utilities
1.53%
Not Classified
38.80%
Non Classified Equity
0.00%
Not Classified - Non Equity
38.80%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 58.63%
Corporate 2.88%
Securitized 2.31%
Municipal 0.05%
Other 36.13%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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