Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.63%
Stock 58.93%
Bond 39.46%
Convertible 0.00%
Preferred 0.00%
Other 0.99%
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Market Capitalization

As of October 31, 2025
Large 77.29%
Mid 9.51%
Small 13.20%
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Region Exposure

% Developed Markets: 96.07%    % Emerging Markets: 2.49%    % Unidentified Markets: 1.44%

Americas 82.69%
80.69%
Canada 6.80%
United States 73.89%
2.00%
Brazil 0.63%
Mexico 0.44%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.51%
United Kingdom 5.86%
5.56%
Austria 0.66%
Belgium 0.77%
Denmark 0.65%
Finland 0.00%
France 0.70%
Germany 0.73%
Ireland 0.67%
Italy 0.00%
Netherlands 0.75%
Norway 0.00%
Portugal 0.00%
Spain 0.60%
Sweden 0.00%
Switzerland 0.01%
0.00%
0.08%
Israel 0.00%
United Arab Emirates 0.08%
Greater Asia 4.37%
Japan 0.90%
0.28%
Australia 0.28%
1.90%
Hong Kong 0.54%
Singapore 0.00%
Taiwan 1.18%
1.28%
China 0.84%
Indonesia 0.44%
Unidentified Region 1.44%

Bond Credit Quality Exposure

AAA 0.00%
AA 50.85%
A 4.39%
BBB 20.25%
BB 14.77%
B 7.87%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 1.86%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
31.25%
Materials
3.07%
Consumer Discretionary
9.73%
Financials
16.59%
Real Estate
1.86%
Sensitive
50.56%
Communication Services
8.77%
Energy
2.39%
Industrials
11.14%
Information Technology
28.26%
Defensive
16.67%
Consumer Staples
4.60%
Health Care
8.97%
Utilities
3.10%
Not Classified
1.51%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.51%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 51.87%
Corporate 47.31%
Securitized 0.00%
Municipal 0.00%
Other 0.82%
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Bond Maturity Exposure

Short Term
1.07%
Less than 1 Year
1.07%
Intermediate
75.67%
1 to 3 Years
25.43%
3 to 5 Years
25.37%
5 to 10 Years
24.87%
Long Term
23.25%
10 to 20 Years
8.42%
20 to 30 Years
13.20%
Over 30 Years
1.63%
Other
0.00%
As of October 31, 2025
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