Asset Allocation

As of September 30, 2025.
Type % Net
Cash 4.08%
Stock 69.21%
Bond 9.21%
Convertible 0.00%
Preferred 0.20%
Other 17.29%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 76.87%    % Emerging Markets: 4.03%    % Unidentified Markets: 19.11%

Americas 59.14%
57.73%
Canada 27.24%
United States 30.49%
1.41%
Argentina 0.02%
Brazil 0.81%
Chile 0.00%
Colombia 0.02%
Mexico 0.10%
Peru 0.09%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.90%
United Kingdom 2.54%
8.92%
Austria 0.04%
Belgium 0.45%
Denmark 0.27%
Finland 0.39%
France 1.46%
Germany 1.35%
Greece 0.06%
Ireland 1.22%
Italy 0.40%
Netherlands 1.52%
Norway 0.09%
Portugal 0.01%
Spain 0.34%
Sweden 0.21%
Switzerland 0.88%
0.17%
Czech Republic 0.00%
Poland 0.02%
Turkey 0.04%
0.26%
Israel 0.06%
Qatar 0.00%
Saudi Arabia 0.07%
South Africa 0.03%
United Arab Emirates 0.10%
Greater Asia 9.85%
Japan 2.58%
0.40%
Australia 0.38%
4.34%
Hong Kong 1.00%
Singapore 0.53%
South Korea 1.08%
Taiwan 1.73%
2.54%
China 1.45%
India 0.77%
Indonesia 0.09%
Kazakhstan 0.04%
Malaysia 0.00%
Philippines 0.03%
Thailand 0.15%
Unidentified Region 19.11%

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
26.79%
Materials
4.34%
Consumer Discretionary
7.92%
Financials
12.02%
Real Estate
2.51%
Sensitive
30.46%
Communication Services
4.40%
Energy
3.50%
Industrials
9.31%
Information Technology
13.25%
Defensive
10.54%
Consumer Staples
3.54%
Health Care
5.45%
Utilities
1.54%
Not Classified
32.21%
Non Classified Equity
1.10%
Not Classified - Non Equity
31.12%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 12.54%
Corporate 52.71%
Securitized 1.08%
Municipal 13.82%
Other 19.86%
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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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