Asset Allocation

As of November 30, 2025.
Type % Net
Cash 19.93%
Stock 69.93%
Bond 7.18%
Convertible 0.00%
Preferred 0.00%
Other 2.97%
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Market Capitalization

As of November 30, 2025
Large 0.31%
Mid 6.71%
Small 92.98%
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Region Exposure

% Developed Markets: 83.62%    % Emerging Markets: 0.00%    % Unidentified Markets: 16.38%

Americas 80.75%
79.58%
Canada 0.03%
United States 79.56%
1.16%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.48%
United Kingdom 1.59%
0.54%
France 0.06%
Germany 0.01%
Ireland 0.28%
Netherlands 0.00%
Sweden 0.18%
Switzerland 0.00%
0.00%
0.35%
Israel 0.35%
Greater Asia 0.39%
Japan 0.34%
0.03%
Australia 0.03%
0.02%
Singapore 0.00%
South Korea 0.02%
0.00%
Unidentified Region 16.38%

Bond Credit Quality Exposure

AAA 24.70%
AA 5.74%
A 7.60%
BBB 13.33%
BB 3.24%
B 0.90%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 4.47%
Not Available 40.01%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
34.91%
Materials
4.49%
Consumer Discretionary
10.16%
Financials
14.41%
Real Estate
5.85%
Sensitive
37.98%
Communication Services
1.22%
Energy
3.69%
Industrials
20.68%
Information Technology
12.38%
Defensive
15.38%
Consumer Staples
3.95%
Health Care
8.28%
Utilities
3.15%
Not Classified
11.73%
Non Classified Equity
0.25%
Not Classified - Non Equity
11.48%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 22.17%
Corporate 18.50%
Securitized 57.20%
Municipal 0.00%
Other 2.12%
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Bond Maturity Exposure

Short Term
25.98%
Less than 1 Year
25.98%
Intermediate
22.45%
1 to 3 Years
10.04%
3 to 5 Years
7.55%
5 to 10 Years
4.86%
Long Term
50.67%
10 to 20 Years
18.40%
20 to 30 Years
19.39%
Over 30 Years
12.87%
Other
0.91%
As of November 30, 2025
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