Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.69%
Stock 54.99%
Bond 40.19%
Convertible 0.00%
Preferred 0.32%
Other 0.81%
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Market Capitalization

As of October 31, 2025
Large 36.76%
Mid 37.21%
Small 26.03%
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Region Exposure

% Developed Markets: 95.68%    % Emerging Markets: 0.15%    % Unidentified Markets: 4.17%

Americas 76.60%
76.01%
Canada 23.76%
United States 52.25%
0.59%
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 13.66%
United Kingdom 2.65%
11.01%
Finland 0.03%
France 3.49%
Germany 2.21%
Ireland 0.11%
Italy 0.08%
Netherlands 3.90%
Portugal 0.04%
Spain 0.07%
Switzerland 1.08%
0.00%
0.00%
Greater Asia 5.57%
Japan 0.63%
4.34%
Australia 3.00%
0.60%
Singapore 0.14%
0.00%
Unidentified Region 4.17%

Bond Credit Quality Exposure

AAA 0.56%
AA 1.37%
A 0.55%
BBB 24.94%
BB 42.13%
B 16.96%
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 13.50%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
45.68%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
9.27%
Real Estate
36.41%
Sensitive
34.75%
Communication Services
4.48%
Energy
14.20%
Industrials
16.07%
Information Technology
0.00%
Defensive
13.39%
Consumer Staples
0.00%
Health Care
4.33%
Utilities
9.06%
Not Classified
6.18%
Non Classified Equity
1.52%
Not Classified - Non Equity
4.66%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 0.13%
Corporate 80.83%
Securitized 0.00%
Municipal 1.39%
Other 17.65%
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Bond Maturity Exposure

Short Term
1.40%
Less than 1 Year
1.40%
Intermediate
60.30%
1 to 3 Years
7.18%
3 to 5 Years
20.05%
5 to 10 Years
33.07%
Long Term
24.03%
10 to 20 Years
2.17%
20 to 30 Years
8.17%
Over 30 Years
13.69%
Other
14.26%
As of October 31, 2025
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