Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.61%
Stock 55.04%
Bond 40.04%
Convertible 0.00%
Preferred 0.22%
Other 1.09%
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Market Capitalization

As of October 31, 2025
Large 37.35%
Mid 36.80%
Small 25.86%
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Region Exposure

% Developed Markets: 95.49%    % Emerging Markets: 0.21%    % Unidentified Markets: 4.30%

Americas 76.06%
75.42%
Canada 24.76%
United States 50.66%
0.64%
Argentina 0.03%
Brazil 0.08%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.10%
United Kingdom 2.83%
11.27%
Finland 0.03%
France 3.50%
Germany 2.21%
Ireland 0.11%
Italy 0.08%
Netherlands 3.97%
Portugal 0.04%
Spain 0.07%
Switzerland 1.27%
0.00%
0.00%
Greater Asia 5.54%
Japan 0.61%
4.29%
Australia 2.96%
0.64%
Singapore 0.19%
0.00%
Unidentified Region 4.30%

Bond Credit Quality Exposure

AAA 0.56%
AA 1.36%
A 0.55%
BBB 25.88%
BB 41.72%
B 17.05%
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 12.88%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
45.90%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
9.97%
Real Estate
35.93%
Sensitive
34.78%
Communication Services
4.51%
Energy
14.29%
Industrials
15.99%
Information Technology
0.00%
Defensive
13.48%
Consumer Staples
0.00%
Health Care
4.50%
Utilities
8.99%
Not Classified
5.84%
Non Classified Equity
1.21%
Not Classified - Non Equity
4.63%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 0.13%
Corporate 81.86%
Securitized 0.00%
Municipal 1.38%
Other 16.63%
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Bond Maturity Exposure

Short Term
1.55%
Less than 1 Year
1.55%
Intermediate
58.85%
1 to 3 Years
6.39%
3 to 5 Years
20.23%
5 to 10 Years
32.23%
Long Term
25.65%
10 to 20 Years
1.97%
20 to 30 Years
7.93%
Over 30 Years
15.75%
Other
13.95%
As of October 31, 2025
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