Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.80%
Stock 80.47%
Bond 16.28%
Convertible 0.00%
Preferred 0.00%
Other 2.44%
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Market Capitalization

As of September 30, 2025
Large 87.86%
Mid 10.08%
Small 2.06%
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Region Exposure

% Developed Markets: 53.53%    % Emerging Markets: 44.04%    % Unidentified Markets: 2.44%

Americas 9.89%
3.29%
Canada 1.82%
United States 1.46%
6.60%
Brazil 2.23%
Mexico 2.42%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.53%
United Kingdom 5.51%
3.11%
Greece 1.57%
0.00%
3.91%
Saudi Arabia 2.39%
South Africa 0.81%
United Arab Emirates 0.70%
Greater Asia 75.15%
Japan 0.00%
0.00%
45.44%
Hong Kong 6.51%
Singapore 4.12%
South Korea 15.96%
Taiwan 17.91%
29.71%
China 19.52%
India 8.87%
Indonesia 0.76%
Philippines 0.56%
Unidentified Region 2.44%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
41.43%
Materials
3.70%
Consumer Discretionary
19.45%
Financials
17.41%
Real Estate
0.88%
Sensitive
53.47%
Communication Services
7.36%
Energy
1.23%
Industrials
10.59%
Information Technology
34.28%
Defensive
5.11%
Consumer Staples
3.30%
Health Care
1.81%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 0.00%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 100.0%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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