Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.63%
Stock 74.75%
Bond 22.31%
Convertible 0.00%
Preferred 1.13%
Other 1.18%
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Market Capitalization

As of October 31, 2025
Large 80.08%
Mid 13.64%
Small 6.28%
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Region Exposure

% Developed Markets: 97.41%    % Emerging Markets: 1.32%    % Unidentified Markets: 1.27%

Americas 92.23%
90.94%
Canada 67.05%
United States 23.89%
1.29%
Brazil 0.02%
Chile 0.01%
Colombia 0.00%
Mexico 0.71%
Peru 0.01%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.65%
United Kingdom 1.41%
3.21%
Austria 0.00%
Belgium 0.01%
Denmark 0.04%
Finland 0.00%
France 0.98%
Germany 0.57%
Ireland 0.45%
Italy 0.03%
Netherlands 0.51%
Spain 0.23%
Sweden 0.15%
Switzerland 0.24%
0.00%
0.03%
Saudi Arabia 0.00%
South Africa 0.03%
Greater Asia 1.85%
Japan 1.00%
0.13%
Australia 0.13%
0.44%
Hong Kong 0.06%
Singapore 0.15%
South Korea 0.00%
Taiwan 0.23%
0.28%
China 0.15%
India 0.13%
Unidentified Region 1.27%

Bond Credit Quality Exposure

AAA 16.79%
AA 22.18%
A 21.22%
BBB 27.58%
BB 4.92%
B 0.27%
Below B 0.07%
    CCC 0.06%
    CC 0.01%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.01%
Not Rated 0.25%
Not Available 6.72%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
44.15%
Materials
10.82%
Consumer Discretionary
5.74%
Financials
26.63%
Real Estate
0.96%
Sensitive
42.06%
Communication Services
3.71%
Energy
11.23%
Industrials
12.33%
Information Technology
14.80%
Defensive
11.97%
Consumer Staples
5.09%
Health Care
3.75%
Utilities
3.12%
Not Classified
1.82%
Non Classified Equity
0.49%
Not Classified - Non Equity
1.33%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 24.25%
Corporate 42.27%
Securitized 0.47%
Municipal 26.62%
Other 6.38%
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Bond Maturity Exposure

Short Term
4.54%
Less than 1 Year
4.54%
Intermediate
59.53%
1 to 3 Years
7.40%
3 to 5 Years
12.80%
5 to 10 Years
39.33%
Long Term
35.48%
10 to 20 Years
10.26%
20 to 30 Years
11.24%
Over 30 Years
13.98%
Other
0.45%
As of October 31, 2025
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