Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.73%
Stock 55.52%
Bond 41.41%
Convertible 0.00%
Preferred 0.00%
Other -0.66%
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Market Capitalization

As of October 31, 2025
Large 89.56%
Mid 9.16%
Small 1.28%
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Region Exposure

% Developed Markets: 87.58%    % Emerging Markets: 6.05%    % Unidentified Markets: 6.37%

Americas 60.63%
56.89%
Canada 3.92%
United States 52.97%
3.75%
Brazil 0.97%
Colombia 0.06%
Mexico 1.16%
Peru 0.11%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 30.53%
United Kingdom 8.59%
19.47%
Austria 0.07%
Belgium 2.68%
Denmark 0.08%
France 3.17%
Germany 3.61%
Greece 0.17%
Ireland 4.71%
Italy 0.26%
Netherlands 2.96%
Portugal 0.08%
Spain 0.06%
Sweden 0.08%
Switzerland 1.32%
1.25%
Czech Republic 0.04%
Turkey 0.12%
1.22%
Egypt 0.04%
Nigeria 0.07%
South Africa 0.65%
Greater Asia 2.47%
Japan 1.19%
0.00%
1.06%
Singapore 0.10%
Taiwan 0.96%
0.22%
India 0.07%
Unidentified Region 6.37%

Bond Credit Quality Exposure

AAA 12.85%
AA 12.79%
A 18.70%
BBB 26.09%
BB 11.21%
B 6.45%
Below B 1.58%
    CCC 1.53%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.05%
Not Rated 5.01%
Not Available 5.32%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
18.63%
Materials
0.64%
Consumer Discretionary
6.26%
Financials
7.51%
Real Estate
4.21%
Sensitive
18.33%
Communication Services
1.98%
Energy
2.82%
Industrials
5.43%
Information Technology
8.10%
Defensive
19.62%
Consumer Staples
7.33%
Health Care
9.62%
Utilities
2.67%
Not Classified
43.42%
Non Classified Equity
0.00%
Not Classified - Non Equity
43.42%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 16.44%
Corporate 44.44%
Securitized 36.47%
Municipal 0.00%
Other 2.65%
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Bond Maturity Exposure

Short Term
1.17%
Less than 1 Year
1.17%
Intermediate
50.75%
1 to 3 Years
2.64%
3 to 5 Years
10.97%
5 to 10 Years
37.14%
Long Term
46.94%
10 to 20 Years
34.08%
20 to 30 Years
4.23%
Over 30 Years
8.63%
Other
1.14%
As of October 31, 2025
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