Asset Allocation

As of October 31, 2025.
Type % Net
Cash 0.99%
Stock 59.59%
Bond 37.12%
Convertible 0.00%
Preferred 0.00%
Other 2.29%
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Market Capitalization

As of October 31, 2025
Large 89.53%
Mid 6.69%
Small 3.78%
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Region Exposure

% Developed Markets: 97.53%    % Emerging Markets: 0.09%    % Unidentified Markets: 2.38%

Americas 87.39%
87.39%
Canada 24.57%
United States 62.82%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.06%
United Kingdom 3.55%
5.51%
France 0.75%
Germany 0.56%
Ireland 3.24%
Netherlands 0.56%
Spain 0.21%
Sweden 0.14%
Switzerland 0.06%
0.00%
0.00%
Greater Asia 1.16%
Japan 1.06%
0.11%
Australia 0.11%
0.00%
0.00%
Unidentified Region 2.38%

Bond Credit Quality Exposure

AAA 0.92%
AA 6.24%
A 36.42%
BBB 49.66%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.06%
Not Available 5.70%
Short Term 0.00%
As of October 31, 2025
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Stock Sector Exposure

Cyclical
17.90%
Materials
2.60%
Consumer Discretionary
3.95%
Financials
11.35%
Real Estate
0.00%
Sensitive
32.12%
Communication Services
3.05%
Energy
0.00%
Industrials
9.30%
Information Technology
19.78%
Defensive
11.32%
Consumer Staples
4.40%
Health Care
4.60%
Utilities
2.31%
Not Classified
38.67%
Non Classified Equity
0.00%
Not Classified - Non Equity
38.67%
As of October 31, 2025
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 1.00%
Corporate 87.28%
Securitized 0.00%
Municipal 0.00%
Other 11.72%
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Bond Maturity Exposure

Short Term
0.53%
Less than 1 Year
0.53%
Intermediate
79.86%
1 to 3 Years
12.63%
3 to 5 Years
18.73%
5 to 10 Years
48.50%
Long Term
19.62%
10 to 20 Years
3.34%
20 to 30 Years
14.73%
Over 30 Years
1.55%
Other
0.00%
As of October 31, 2025
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