Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.56%
Stock 64.82%
Bond 33.66%
Convertible 0.00%
Preferred 0.00%
Other 0.96%
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Market Capitalization

As of November 30, 2025
Large 92.23%
Mid 5.99%
Small 1.78%
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Region Exposure

% Developed Markets: 97.93%    % Emerging Markets: 0.18%    % Unidentified Markets: 1.89%

Americas 89.35%
89.26%
Canada 72.46%
United States 16.80%
0.09%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.76%
United Kingdom 0.57%
6.19%
Denmark 0.00%
France 1.00%
Germany 1.11%
Italy 1.78%
Netherlands 0.61%
Spain 0.77%
Switzerland 0.89%
0.00%
0.00%
Greater Asia 1.99%
Japan 1.99%
0.01%
Australia 0.01%
0.00%
0.00%
Unidentified Region 1.89%

Bond Credit Quality Exposure

AAA 0.86%
AA 2.84%
A 30.82%
BBB 39.62%
BB 3.48%
B 1.07%
Below B 0.08%
    CCC 0.08%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.42%
Not Available 19.81%
Short Term 0.00%
As of November 30, 2025
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Stock Sector Exposure

Cyclical
51.07%
Materials
11.60%
Consumer Discretionary
6.06%
Financials
32.61%
Real Estate
0.80%
Sensitive
39.01%
Communication Services
1.92%
Energy
12.47%
Industrials
12.18%
Information Technology
12.44%
Defensive
9.91%
Consumer Staples
3.60%
Health Care
3.96%
Utilities
2.35%
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 2.08%
Corporate 72.05%
Securitized 0.49%
Municipal 2.91%
Other 22.46%
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Bond Maturity Exposure

Short Term
0.66%
Less than 1 Year
0.66%
Intermediate
73.94%
1 to 3 Years
16.40%
3 to 5 Years
15.80%
5 to 10 Years
41.74%
Long Term
25.25%
10 to 20 Years
6.92%
20 to 30 Years
11.95%
Over 30 Years
6.39%
Other
0.14%
As of November 30, 2025
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