Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.00%
Stock 68.67%
Bond 33.13%
Convertible 0.00%
Preferred 0.00%
Other -1.80%
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Market Capitalization

As of September 30, 2025
Large 80.33%
Mid 15.98%
Small 3.70%
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Region Exposure

% Developed Markets: 100.3%    % Emerging Markets: 1.02%    % Unidentified Markets: -1.27%

Americas 54.45%
54.35%
Canada 0.95%
United States 53.41%
0.10%
Mexico 0.10%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.92%
United Kingdom 9.77%
22.65%
Austria 1.51%
Belgium 0.66%
Denmark 0.47%
Finland 0.62%
France 6.46%
Germany 3.04%
Ireland 2.11%
Italy 1.05%
Netherlands 0.70%
Norway 0.22%
Portugal 0.31%
Spain 0.26%
Sweden 1.16%
Switzerland 3.20%
0.03%
0.47%
Israel 0.09%
Qatar 0.06%
Saudi Arabia 0.32%
Greater Asia 13.90%
Japan 9.22%
0.26%
Australia 0.26%
4.09%
Hong Kong 1.11%
South Korea 1.32%
Taiwan 1.66%
0.33%
China 0.33%
Unidentified Region -1.27%

Bond Credit Quality Exposure

AAA 11.59%
AA 14.87%
A 25.86%
BBB 37.40%
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 0.00%
Not Available 10.28%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
32.64%
Materials
1.84%
Consumer Discretionary
7.07%
Financials
21.26%
Real Estate
2.48%
Sensitive
39.92%
Communication Services
4.20%
Energy
6.06%
Industrials
14.73%
Information Technology
14.93%
Defensive
27.43%
Consumer Staples
6.44%
Health Care
14.82%
Utilities
6.17%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 20.73%
Corporate 64.86%
Securitized 12.33%
Municipal 1.60%
Other 0.48%
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Bond Maturity Exposure

Short Term
1.84%
Less than 1 Year
1.84%
Intermediate
67.75%
1 to 3 Years
14.31%
3 to 5 Years
18.39%
5 to 10 Years
35.05%
Long Term
30.42%
10 to 20 Years
15.03%
20 to 30 Years
14.40%
Over 30 Years
0.99%
Other
0.00%
As of September 30, 2025
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