Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.34%
Stock 89.77%
Bond 6.35%
Convertible 0.00%
Preferred 0.69%
Other 0.85%
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Market Capitalization

As of October 31, 2025
Large 67.33%
Mid 25.71%
Small 6.96%
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Region Exposure

% Developed Markets: 96.20%    % Emerging Markets: 1.35%    % Unidentified Markets: 2.45%

Americas 11.15%
10.39%
Canada 2.44%
United States 7.94%
0.76%
Mexico 0.76%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 64.43%
United Kingdom 19.69%
44.61%
Austria 0.05%
Belgium 1.09%
Denmark 1.88%
Finland 3.15%
France 11.75%
Germany 7.59%
Greece 0.12%
Ireland 0.50%
Italy 4.31%
Netherlands 5.40%
Norway 1.18%
Portugal 0.03%
Spain 0.67%
Sweden 2.70%
Switzerland 3.98%
0.00%
0.14%
Israel 0.14%
Greater Asia 21.97%
Japan 13.94%
2.17%
Australia 2.15%
5.26%
Hong Kong 1.45%
Singapore 1.10%
South Korea 2.72%
0.60%
China 0.60%
Unidentified Region 2.45%

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
36.02%
Materials
6.97%
Consumer Discretionary
5.81%
Financials
21.94%
Real Estate
1.31%
Sensitive
34.44%
Communication Services
2.55%
Energy
3.64%
Industrials
17.40%
Information Technology
10.86%
Defensive
19.25%
Consumer Staples
5.17%
Health Care
8.93%
Utilities
5.15%
Not Classified
10.28%
Non Classified Equity
0.07%
Not Classified - Non Equity
10.21%
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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