Asset Allocation

As of September 30, 2025.
Type % Net
Cash 6.86%
Stock 85.99%
Bond 5.41%
Convertible 0.00%
Preferred 0.84%
Other 0.91%
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Market Capitalization

As of September 30, 2025
Large 64.97%
Mid 16.15%
Small 18.88%
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Region Exposure

% Developed Markets: 57.59%    % Emerging Markets: 37.57%    % Unidentified Markets: 4.84%

Americas 15.27%
8.10%
Canada 0.13%
United States 7.96%
7.18%
Argentina 1.11%
Chile 5.88%
Mexico 0.16%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 38.96%
United Kingdom 2.70%
21.20%
Belgium 0.75%
Greece 12.24%
Ireland 2.91%
Netherlands 0.09%
0.04%
Turkey 0.00%
15.02%
Nigeria 1.83%
South Africa 4.40%
United Arab Emirates 5.35%
Greater Asia 40.93%
Japan 0.00%
0.00%
16.80%
Hong Kong 0.02%
Singapore 0.08%
South Korea 10.02%
Taiwan 6.68%
24.13%
China 0.00%
India 5.22%
Malaysia 0.00%
Pakistan 1.12%
Philippines 3.24%
Unidentified Region 4.84%

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
55.94%
Materials
5.77%
Consumer Discretionary
7.23%
Financials
37.07%
Real Estate
5.86%
Sensitive
27.63%
Communication Services
4.25%
Energy
2.37%
Industrials
8.34%
Information Technology
12.68%
Defensive
6.74%
Consumer Staples
3.83%
Health Care
0.75%
Utilities
2.16%
Not Classified
9.69%
Non Classified Equity
0.89%
Not Classified - Non Equity
8.80%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 97.44%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 2.56%
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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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