Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.08%
Stock 79.08%
Bond 20.76%
Convertible 0.00%
Preferred 0.00%
Other 0.09%
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Market Capitalization

As of October 31, 2025
Large 63.79%
Mid 22.17%
Small 14.04%
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Region Exposure

% Developed Markets: 99.69%    % Emerging Markets: 0.23%    % Unidentified Markets: 0.09%

Americas 92.52%
92.52%
Canada 70.63%
United States 21.90%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.69%
United Kingdom 1.28%
5.41%
Denmark 0.18%
Finland 0.25%
France 0.45%
Germany 0.66%
Ireland 1.11%
Netherlands 0.43%
Norway 0.42%
Sweden 0.18%
Switzerland 1.73%
0.00%
0.00%
Greater Asia 0.69%
Japan 0.43%
0.17%
Australia 0.17%
0.09%
Singapore 0.09%
0.00%
Unidentified Region 0.09%

Bond Credit Quality Exposure

AAA 17.18%
AA 18.76%
A 27.97%
BBB 14.28%
BB 0.00%
B 0.00%
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 21.80%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
39.83%
Materials
6.68%
Consumer Discretionary
4.35%
Financials
26.00%
Real Estate
2.79%
Sensitive
37.65%
Communication Services
3.82%
Energy
5.00%
Industrials
18.84%
Information Technology
9.99%
Defensive
19.76%
Consumer Staples
9.78%
Health Care
6.41%
Utilities
3.56%
Not Classified
2.77%
Non Classified Equity
2.77%
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 33.34%
Corporate 35.47%
Securitized 0.00%
Municipal 27.48%
Other 3.71%
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Bond Maturity Exposure

Short Term
19.91%
Less than 1 Year
19.91%
Intermediate
55.03%
1 to 3 Years
13.67%
3 to 5 Years
13.06%
5 to 10 Years
28.30%
Long Term
25.06%
10 to 20 Years
9.93%
20 to 30 Years
9.04%
Over 30 Years
6.09%
Other
0.00%
As of October 31, 2025
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