Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.92%
Stock 67.98%
Bond 29.48%
Convertible 0.00%
Preferred 0.00%
Other 0.62%
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Market Capitalization

As of October 31, 2025
Large 42.42%
Mid 22.55%
Small 35.03%
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Region Exposure

% Developed Markets: 93.06%    % Emerging Markets: 5.66%    % Unidentified Markets: 1.28%

Americas 53.08%
49.47%
Canada 2.23%
United States 47.24%
3.61%
Mexico 3.61%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 37.93%
United Kingdom 15.11%
20.24%
Austria 1.87%
France 6.67%
Germany 0.85%
Netherlands 4.11%
Spain 5.44%
0.00%
2.58%
Israel 2.58%
Greater Asia 7.70%
Japan 3.19%
0.00%
2.47%
Hong Kong 2.47%
2.05%
India 2.05%
Unidentified Region 1.28%

Bond Credit Quality Exposure

AAA 0.00%
AA 4.10%
A 6.79%
BBB 35.71%
BB 32.31%
B 16.31%
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 4.78%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
24.54%
Materials
2.75%
Consumer Discretionary
16.79%
Financials
5.00%
Real Estate
0.00%
Sensitive
52.87%
Communication Services
13.86%
Energy
0.00%
Industrials
14.05%
Information Technology
24.96%
Defensive
22.59%
Consumer Staples
6.79%
Health Care
15.80%
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 4.10%
Corporate 95.90%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
6.52%
Less than 1 Year
6.52%
Intermediate
84.05%
1 to 3 Years
38.78%
3 to 5 Years
28.19%
5 to 10 Years
17.08%
Long Term
9.43%
10 to 20 Years
9.43%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of October 31, 2025
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