Asset Allocation

As of November 30, 2025.
Type % Net
Cash -0.00%
Stock 83.23%
Bond 7.74%
Convertible 0.00%
Preferred 0.19%
Other 8.84%
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Market Capitalization

As of November 30, 2025
Large 83.46%
Mid 12.28%
Small 4.25%
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Region Exposure

% Developed Markets: 88.73%    % Emerging Markets: 1.06%    % Unidentified Markets: 10.21%

Americas 29.06%
28.74%
Canada 2.46%
United States 26.28%
0.32%
Mexico 0.18%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.26%
United Kingdom 11.88%
37.71%
France 13.86%
Germany 4.14%
Ireland 2.97%
Italy 5.40%
Netherlands 5.64%
Spain 2.85%
Switzerland 2.79%
0.49%
Turkey 0.49%
0.18%
Israel 0.11%
Nigeria 0.03%
United Arab Emirates 0.03%
Greater Asia 10.47%
Japan 0.00%
1.04%
Australia 1.04%
9.18%
Hong Kong 0.87%
Singapore 1.33%
South Korea 2.58%
Taiwan 4.40%
0.25%
India 0.21%
Unidentified Region 10.21%

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
24.97%
Materials
1.97%
Consumer Discretionary
1.55%
Financials
21.45%
Real Estate
0.00%
Sensitive
45.77%
Communication Services
20.84%
Energy
6.99%
Industrials
4.27%
Information Technology
13.67%
Defensive
19.49%
Consumer Staples
3.30%
Health Care
8.28%
Utilities
7.92%
Not Classified
9.77%
Non Classified Equity
0.09%
Not Classified - Non Equity
9.67%
As of November 30, 2025
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 3.97%
Corporate 53.28%
Securitized 35.81%
Municipal 0.00%
Other 6.93%
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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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