Asset Allocation

As of October 31, 2025.
Type % Net
Cash -0.94%
Stock 89.49%
Bond 8.90%
Convertible 0.00%
Preferred 0.24%
Other 2.30%
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Market Capitalization

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

% Developed Markets: 93.18%    % Emerging Markets: 3.58%    % Unidentified Markets: 3.23%

Americas 75.77%
74.08%
Canada 1.82%
United States 72.26%
1.69%
Argentina 0.00%
Brazil 0.64%
Chile 0.01%
Colombia 0.01%
Mexico 0.19%
Peru 0.05%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.95%
United Kingdom 3.12%
8.48%
Austria 0.07%
Belgium 0.07%
Denmark 0.27%
Finland 0.18%
France 1.55%
Germany 1.27%
Greece 0.00%
Ireland 1.11%
Italy 0.38%
Netherlands 1.17%
Norway 0.05%
Portugal 0.04%
Spain 0.31%
Sweden 0.61%
Switzerland 1.22%
0.07%
Poland 0.02%
Turkey 0.01%
0.28%
Egypt 0.01%
Israel 0.11%
Nigeria 0.01%
Qatar 0.01%
Saudi Arabia 0.03%
South Africa 0.07%
United Arab Emirates 0.01%
Greater Asia 9.04%
Japan 3.11%
0.75%
Australia 0.74%
2.96%
Hong Kong 0.50%
Singapore 0.14%
South Korea 1.27%
Taiwan 1.06%
2.22%
China 1.00%
India 0.80%
Indonesia 0.27%
Kazakhstan 0.01%
Pakistan 0.01%
Philippines 0.03%
Thailand 0.09%
Unidentified Region 3.23%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
25.88%
Materials
2.78%
Consumer Discretionary
9.74%
Financials
11.17%
Real Estate
2.19%
Sensitive
47.12%
Communication Services
8.52%
Energy
2.63%
Industrials
11.51%
Information Technology
24.45%
Defensive
16.58%
Consumer Staples
5.15%
Health Care
9.76%
Utilities
1.67%
Not Classified
10.43%
Non Classified Equity
0.27%
Not Classified - Non Equity
10.15%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 25.59%
Corporate 42.68%
Securitized 28.29%
Municipal 0.02%
Other 3.40%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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