Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.27%
Stock 20.63%
Bond 80.55%
Convertible 0.00%
Preferred 2.23%
Other -3.67%
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Market Capitalization

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

% Developed Markets: 100.8%    % Emerging Markets: 1.71%    % Unidentified Markets: -2.48%

Americas 94.85%
92.64%
Canada 1.56%
United States 91.08%
2.21%
Mexico 1.07%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.59%
United Kingdom 3.08%
2.87%
Ireland 0.03%
Italy 0.39%
Netherlands 0.02%
Switzerland 0.93%
0.00%
0.64%
South Africa 0.64%
Greater Asia 1.04%
Japan 0.56%
0.48%
Australia 0.48%
0.01%
Singapore 0.01%
0.00%
Unidentified Region -2.48%

Bond Credit Quality Exposure

AAA 0.00%
AA 6.29%
A 2.30%
BBB 26.72%
BB 15.39%
B 30.51%
Below B 6.43%
    CCC 6.43%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.60%
Not Available 11.77%
Short Term 0.00%
As of September 30, 2025
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Stock Sector Exposure

Cyclical
32.00%
Materials
2.79%
Consumer Discretionary
6.71%
Financials
12.35%
Real Estate
10.15%
Sensitive
48.37%
Communication Services
7.79%
Energy
4.07%
Industrials
14.47%
Information Technology
22.05%
Defensive
17.24%
Consumer Staples
4.97%
Health Care
7.92%
Utilities
4.35%
Not Classified
2.38%
Non Classified Equity
2.33%
Not Classified - Non Equity
0.05%
As of September 30, 2025
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 13.09%
Corporate 78.24%
Securitized 2.04%
Municipal 0.00%
Other 6.63%
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Bond Maturity Exposure

Short Term
5.60%
Less than 1 Year
5.60%
Intermediate
74.08%
1 to 3 Years
11.32%
3 to 5 Years
35.19%
5 to 10 Years
27.57%
Long Term
17.93%
10 to 20 Years
2.48%
20 to 30 Years
13.47%
Over 30 Years
1.98%
Other
2.39%
As of September 30, 2025
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