Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.71%
Stock 66.48%
Bond 31.34%
Convertible 0.00%
Preferred 0.10%
Other 0.37%
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Market Capitalization

As of October 31, 2025
Large 76.00%
Mid 18.41%
Small 5.58%
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Region Exposure

% Developed Markets: 98.20%    % Emerging Markets: 1.23%    % Unidentified Markets: 0.57%

Americas 90.97%
89.83%
Canada 68.03%
United States 21.80%
1.14%
Brazil 0.00%
Chile 0.00%
Colombia 0.01%
Mexico 1.02%
Peru 0.01%
Venezuela 0.02%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.55%
United Kingdom 0.88%
6.67%
Austria 0.01%
Belgium 0.02%
Finland 0.00%
France 2.58%
Germany 0.87%
Ireland 2.21%
Italy 0.00%
Netherlands 0.55%
Spain 0.00%
Switzerland 0.41%
0.00%
Poland 0.00%
0.00%
Saudi Arabia 0.00%
Greater Asia 0.91%
Japan 0.90%
0.00%
Australia 0.00%
0.01%
Hong Kong 0.01%
Singapore 0.00%
South Korea 0.00%
0.00%
China 0.00%
Philippines 0.00%
Unidentified Region 0.57%

Bond Credit Quality Exposure

AAA 15.34%
AA 19.11%
A 26.31%
BBB 26.84%
BB 6.37%
B 0.65%
Below B 0.24%
    CCC 0.19%
    CC 0.02%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.03%
Not Rated 0.35%
Not Available 4.78%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
46.57%
Materials
9.66%
Consumer Discretionary
5.96%
Financials
29.50%
Real Estate
1.44%
Sensitive
39.40%
Communication Services
4.40%
Energy
8.50%
Industrials
12.40%
Information Technology
14.09%
Defensive
10.33%
Consumer Staples
4.03%
Health Care
6.18%
Utilities
0.12%
Not Classified
3.69%
Non Classified Equity
0.01%
Not Classified - Non Equity
3.68%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 20.14%
Corporate 48.27%
Securitized 0.53%
Municipal 23.84%
Other 7.22%
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Bond Maturity Exposure

Short Term
1.77%
Less than 1 Year
1.77%
Intermediate
56.48%
1 to 3 Years
5.73%
3 to 5 Years
12.56%
5 to 10 Years
38.18%
Long Term
41.45%
10 to 20 Years
12.53%
20 to 30 Years
12.93%
Over 30 Years
15.99%
Other
0.31%
As of October 31, 2025
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