Asset Allocation

As of November 30, 2025.
Type % Net
Cash 7.71%
Stock 61.05%
Bond 31.35%
Convertible 0.00%
Preferred 0.00%
Other -0.10%
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Market Capitalization

As of November 30, 2025
Large 83.23%
Mid 14.51%
Small 2.27%
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Region Exposure

% Developed Markets: 103.3%    % Emerging Markets: 0.68%    % Unidentified Markets: -3.98%

Americas 98.63%
97.66%
Canada 0.83%
United States 96.84%
0.96%
Colombia 0.13%
Mexico 0.55%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.00%
United Kingdom 0.64%
4.36%
Germany 0.20%
Ireland 2.88%
Netherlands 0.47%
Norway 0.11%
Switzerland 0.18%
0.00%
0.00%
Greater Asia 0.35%
Japan 0.00%
0.00%
0.35%
Singapore 0.35%
0.00%
Unidentified Region -3.98%

Bond Credit Quality Exposure

AAA 10.38%
AA 46.56%
A 8.83%
BBB 22.99%
BB 2.89%
B 0.00%
Below B 0.18%
    CCC 0.18%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.26%
Not Available 7.91%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
28.49%
Materials
1.72%
Consumer Discretionary
11.70%
Financials
13.28%
Real Estate
1.79%
Sensitive
55.65%
Communication Services
10.68%
Energy
2.87%
Industrials
7.64%
Information Technology
34.47%
Defensive
15.86%
Consumer Staples
3.72%
Health Care
9.73%
Utilities
2.41%
Not Classified
0.00%
Non Classified Equity
0.00%
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 36.77%
Corporate 40.45%
Securitized 22.78%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
2.91%
Less than 1 Year
2.91%
Intermediate
46.48%
1 to 3 Years
7.53%
3 to 5 Years
16.02%
5 to 10 Years
22.93%
Long Term
50.61%
10 to 20 Years
12.51%
20 to 30 Years
33.35%
Over 30 Years
4.75%
Other
0.00%
As of November 30, 2025
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