Asset Allocation

As of October 31, 2025.
Type % Net
Cash 1.09%
Stock 58.93%
Bond 39.76%
Convertible 0.00%
Preferred 0.00%
Other 0.22%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 97.33%    % Emerging Markets: 2.40%    % Unidentified Markets: 0.27%

Americas 73.07%
71.50%
Canada 4.13%
United States 67.37%
1.57%
Chile 0.59%
Mexico 0.98%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.44%
United Kingdom 5.51%
16.93%
Denmark 0.22%
France 3.11%
Germany 3.58%
Ireland 3.75%
Netherlands 3.37%
Switzerland 2.54%
0.00%
0.00%
Greater Asia 4.22%
Japan 1.33%
0.40%
Australia 0.40%
1.66%
Hong Kong 0.57%
Singapore 0.56%
South Korea 0.53%
0.83%
Indonesia 0.29%
Philippines 0.55%
Unidentified Region 0.27%

Bond Credit Quality Exposure

AAA 1.95%
AA 5.21%
A 28.33%
BBB 53.84%
BB 8.50%
B 2.04%
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 0.13%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
16.14%
Materials
2.27%
Consumer Discretionary
6.06%
Financials
7.81%
Real Estate
0.00%
Sensitive
34.53%
Communication Services
3.53%
Energy
0.00%
Industrials
12.90%
Information Technology
18.11%
Defensive
9.03%
Consumer Staples
3.04%
Health Care
5.99%
Utilities
0.00%
Not Classified
40.30%
Non Classified Equity
0.00%
Not Classified - Non Equity
40.30%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 2.00%
Corporate 95.93%
Securitized 0.00%
Municipal 0.00%
Other 2.07%
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Bond Maturity Exposure

Short Term
2.14%
Less than 1 Year
2.14%
Intermediate
79.19%
1 to 3 Years
2.37%
3 to 5 Years
20.59%
5 to 10 Years
56.23%
Long Term
17.97%
10 to 20 Years
7.07%
20 to 30 Years
9.82%
Over 30 Years
1.08%
Other
0.70%
As of October 31, 2025
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