Asset Allocation

As of October 31, 2025.
Type % Net
Cash 6.85%
Stock 84.50%
Bond 7.26%
Convertible 0.00%
Preferred 0.00%
Other 1.39%
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Market Capitalization

As of October 31, 2025
Large 89.97%
Mid 8.44%
Small 1.60%
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Region Exposure

% Developed Markets: 91.51%    % Emerging Markets: 1.32%    % Unidentified Markets: 7.16%

Americas 77.05%
76.99%
Canada 0.94%
United States 76.05%
0.06%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.64%
United Kingdom 3.71%
9.93%
Denmark 0.54%
France 3.09%
Germany 0.42%
Ireland 2.18%
Italy 1.96%
Netherlands 1.65%
Norway 0.00%
Spain 0.08%
Switzerland 0.01%
0.00%
0.00%
Greater Asia 2.15%
Japan 0.08%
0.01%
Australia 0.01%
0.73%
Hong Kong 0.07%
Singapore 0.02%
South Korea 0.01%
Taiwan 0.63%
1.32%
China 1.32%
Unidentified Region 7.16%

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
23.94%
Materials
1.40%
Consumer Discretionary
10.14%
Financials
12.39%
Real Estate
0.01%
Sensitive
46.65%
Communication Services
9.02%
Energy
3.69%
Industrials
7.54%
Information Technology
26.40%
Defensive
14.22%
Consumer Staples
3.10%
Health Care
9.03%
Utilities
2.09%
Not Classified
15.19%
Non Classified Equity
0.00%
Not Classified - Non Equity
15.19%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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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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