Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.83%
Stock 59.09%
Bond 36.98%
Convertible 0.00%
Preferred 0.01%
Other 3.09%
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Market Capitalization

As of October 31, 2025
Large 64.86%
Mid 14.85%
Small 20.30%
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Region Exposure

% Developed Markets: 81.98%    % Emerging Markets: 0.52%    % Unidentified Markets: 17.50%

Americas 80.68%
80.35%
Canada 0.06%
United States 80.30%
0.33%
Argentina 0.02%
Brazil 0.05%
Chile 0.02%
Colombia 0.02%
Mexico 0.05%
Peru 0.02%
Venezuela 0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.71%
United Kingdom 0.40%
1.08%
Austria 0.00%
Belgium 0.00%
Denmark 0.00%
France 0.03%
Germany 0.00%
Ireland 0.65%
Italy 0.01%
Netherlands 0.02%
Norway 0.00%
Portugal 0.00%
Spain 0.00%
Sweden 0.00%
Switzerland 0.15%
0.08%
Poland 0.02%
Turkey 0.03%
0.14%
Egypt 0.01%
Israel 0.00%
Nigeria 0.01%
Qatar 0.00%
Saudi Arabia 0.02%
South Africa 0.01%
United Arab Emirates 0.02%
Greater Asia 0.11%
Japan 0.01%
0.02%
Australia 0.02%
0.01%
Hong Kong 0.00%
Singapore 0.00%
South Korea 0.00%
Taiwan 0.00%
0.08%
China 0.01%
India 0.00%
Indonesia 0.02%
Kazakhstan 0.01%
Malaysia 0.01%
Pakistan 0.00%
Philippines 0.02%
Unidentified Region 17.50%

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
9.65%
Materials
1.45%
Consumer Discretionary
3.75%
Financials
4.46%
Real Estate
0.00%
Sensitive
45.71%
Communication Services
9.22%
Energy
1.95%
Industrials
6.10%
Information Technology
28.44%
Defensive
5.45%
Consumer Staples
0.96%
Health Care
2.99%
Utilities
1.49%
Not Classified
39.20%
Non Classified Equity
0.00%
Not Classified - Non Equity
39.20%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 58.34%
Corporate 2.83%
Securitized 2.27%
Municipal 0.05%
Other 36.51%
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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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