Asset Allocation

As of September 30, 2024.
Type % Net
Cash 2.10%
Stock 75.63%
Bond 21.77%
Convertible 0.00%
Preferred 0.24%
Other 0.26%
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Market Capitalization

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

% Developed Markets: 97.66%    % Emerging Markets: 0.87%    % Unidentified Markets: 1.47%

Americas 70.66%
70.21%
Canada 11.79%
United States 58.42%
0.45%
Brazil 0.08%
Colombia 0.08%
Mexico 0.12%
As of September 30, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.61%
United Kingdom 4.40%
14.14%
Austria 0.46%
Belgium 0.04%
Denmark 0.71%
Finland 0.05%
France 2.83%
Germany 2.14%
Ireland 1.94%
Italy 1.15%
Netherlands 1.10%
Norway 0.32%
Portugal 0.07%
Spain 0.61%
Sweden 0.57%
Switzerland 2.01%
0.00%
0.07%
Israel 0.07%
Greater Asia 9.26%
Japan 4.87%
1.54%
Australia 1.49%
2.42%
Hong Kong 0.59%
Singapore 1.28%
South Korea 0.27%
Taiwan 0.25%
0.43%
China 0.29%
India 0.14%
Unidentified Region 1.47%

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
21.31%
Materials
2.56%
Consumer Discretionary
5.47%
Financials
12.35%
Real Estate
0.93%
Sensitive
31.60%
Communication Services
5.93%
Energy
2.96%
Industrials
8.34%
Information Technology
14.37%
Defensive
23.21%
Consumer Staples
8.67%
Health Care
10.56%
Utilities
3.98%
Not Classified
23.89%
Non Classified Equity
1.03%
Not Classified - Non Equity
22.86%
As of July 31, 2024
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Bond Sector Exposure

As of September 30, 2024
Type % Net
Government 35.71%
Corporate 58.10%
Securitized 0.21%
Municipal 0.00%
Other 5.98%
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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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