Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.01%
Stock 69.07%
Bond 30.34%
Convertible 0.00%
Preferred 0.00%
Other 0.57%
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Market Capitalization

As of October 31, 2025
Large 42.34%
Mid 22.58%
Small 35.07%
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Region Exposure

% Developed Markets: 92.96%    % Emerging Markets: 5.78%    % Unidentified Markets: 1.26%

Americas 52.26%
48.56%
Canada 0.30%
United States 48.26%
3.70%
Mexico 3.70%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 38.61%
United Kingdom 15.36%
20.65%
Austria 1.90%
France 6.79%
Germany 0.86%
Netherlands 4.16%
Spain 5.54%
0.00%
2.61%
Israel 2.61%
Greater Asia 7.86%
Japan 3.26%
0.00%
2.53%
Hong Kong 2.53%
2.08%
India 2.08%
Unidentified Region 1.26%

Bond Credit Quality Exposure

AAA 0.00%
AA 4.19%
A 6.95%
BBB 35.50%
BB 32.38%
B 16.16%
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 4.82%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
24.62%
Materials
2.75%
Consumer Discretionary
16.87%
Financials
5.00%
Real Estate
0.00%
Sensitive
52.70%
Communication Services
13.78%
Energy
0.00%
Industrials
14.04%
Information Technology
24.88%
Defensive
22.68%
Consumer Staples
6.82%
Health Care
15.86%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 4.19%
Corporate 95.81%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
6.72%
Less than 1 Year
6.72%
Intermediate
83.92%
1 to 3 Years
38.74%
3 to 5 Years
28.01%
5 to 10 Years
17.17%
Long Term
9.36%
10 to 20 Years
9.36%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of October 31, 2025
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