Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.38%
Stock 78.71%
Bond 17.51%
Convertible 0.00%
Preferred 0.77%
Other 1.63%
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Market Capitalization

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

% Developed Markets: 98.71%    % Emerging Markets: 1.24%    % Unidentified Markets: 0.05%

Americas 84.01%
83.53%
Canada 50.46%
United States 33.07%
0.48%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.11%
United Kingdom 5.93%
7.46%
France 2.01%
Germany 0.06%
Ireland 0.86%
Italy 0.24%
Netherlands 2.12%
Sweden 2.01%
Switzerland 0.11%
0.66%
Poland 0.66%
0.05%
Israel 0.05%
Greater Asia 1.82%
Japan 1.12%
0.15%
Australia 0.11%
0.55%
Singapore 0.55%
0.00%
Unidentified Region 0.05%

Bond Credit Quality Exposure

AAA 24.51%
AA 14.13%
A 28.66%
BBB 23.53%
BB 0.53%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.01%
Not Available 7.63%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
36.21%
Materials
2.13%
Consumer Discretionary
9.59%
Financials
21.68%
Real Estate
2.81%
Sensitive
41.41%
Communication Services
3.51%
Energy
0.00%
Industrials
17.51%
Information Technology
20.40%
Defensive
6.71%
Consumer Staples
4.06%
Health Care
2.15%
Utilities
0.50%
Not Classified
15.66%
Non Classified Equity
0.00%
Not Classified - Non Equity
15.66%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 13.02%
Corporate 49.57%
Securitized 2.02%
Municipal 23.22%
Other 12.17%
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Bond Maturity Exposure

Short Term
1.44%
Less than 1 Year
1.44%
Intermediate
64.68%
1 to 3 Years
11.23%
3 to 5 Years
18.85%
5 to 10 Years
34.59%
Long Term
28.73%
10 to 20 Years
9.91%
20 to 30 Years
13.98%
Over 30 Years
4.84%
Other
5.15%
As of October 31, 2025
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