Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.44%
Stock 63.27%
Bond 35.02%
Convertible 0.00%
Preferred 0.00%
Other 0.26%
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Market Capitalization

As of October 31, 2025
Large 66.19%
Mid 26.03%
Small 7.78%
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Region Exposure

% Developed Markets: 97.60%    % Emerging Markets: 0.09%    % Unidentified Markets: 2.01%

Americas 90.63%
89.87%
Canada 0.58%
United States 89.30%
0.76%
Mexico 0.09%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.86%
United Kingdom 2.20%
4.66%
France 1.01%
Ireland 2.30%
Netherlands 1.20%
Spain 0.08%
Switzerland 0.06%
0.00%
0.00%
Greater Asia 0.19%
Japan 0.11%
0.02%
Australia 0.02%
0.07%
Singapore 0.07%
0.00%
Unidentified Region 2.01%

Bond Credit Quality Exposure

AAA 0.38%
AA 29.62%
A 16.13%
BBB 24.63%
BB 1.90%
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 27.35%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
29.86%
Materials
2.51%
Consumer Discretionary
6.26%
Financials
19.50%
Real Estate
1.60%
Sensitive
40.00%
Communication Services
5.62%
Energy
6.99%
Industrials
12.84%
Information Technology
14.54%
Defensive
26.19%
Consumer Staples
6.79%
Health Care
15.22%
Utilities
4.18%
Not Classified
3.95%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.95%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 29.78%
Corporate 40.92%
Securitized 0.11%
Municipal 0.21%
Other 28.99%
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Bond Maturity Exposure

Short Term
19.71%
Less than 1 Year
19.71%
Intermediate
65.17%
1 to 3 Years
25.65%
3 to 5 Years
22.42%
5 to 10 Years
17.09%
Long Term
15.11%
10 to 20 Years
7.61%
20 to 30 Years
6.40%
Over 30 Years
1.11%
Other
0.00%
As of October 31, 2025
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