Asset Allocation

As of October 31, 2025.
Type % Net
Cash -6.59%
Stock 99.00%
Bond 7.08%
Convertible 0.00%
Preferred 0.29%
Other 0.22%
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Market Capitalization

As of October 31, 2025
Large 85.40%
Mid 13.82%
Small 0.78%
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Region Exposure

% Developed Markets: 106.4%    % Emerging Markets: 0.09%    % Unidentified Markets: -6.48%

Americas 7.29%
7.22%
United States 7.22%
0.07%
Mexico 0.03%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 66.05%
United Kingdom 14.30%
50.69%
Austria 0.23%
Belgium 0.81%
Denmark 1.82%
Finland 1.13%
France 9.82%
Germany 9.45%
Ireland 0.87%
Italy 3.04%
Netherlands 6.10%
Norway 0.56%
Portugal 0.19%
Spain 3.44%
Sweden 3.10%
Switzerland 9.44%
0.00%
1.06%
Israel 1.06%
Greater Asia 33.15%
Japan 22.65%
6.74%
Australia 6.49%
3.72%
Hong Kong 1.97%
Singapore 1.71%
0.04%
China 0.04%
Unidentified Region -6.48%

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
36.83%
Materials
5.01%
Consumer Discretionary
8.92%
Financials
21.53%
Real Estate
1.36%
Sensitive
32.82%
Communication Services
4.45%
Energy
2.92%
Industrials
17.36%
Information Technology
8.09%
Defensive
19.70%
Consumer Staples
6.71%
Health Care
9.79%
Utilities
3.20%
Not Classified
10.64%
Non Classified Equity
0.28%
Not Classified - Non Equity
10.36%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 100.00%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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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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