Asset Allocation

As of July 31, 2026.
Type % Net
Cash 1.07%
Stock 51.66%
Bond 29.93%
Convertible 0.00%
Preferred 0.03%
Other 17.31%
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Market Capitalization

As of July 31, 2026
Large 64.44%
Mid 22.39%
Small 13.17%
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Region Exposure

% Developed Markets: 76.22%    % Emerging Markets: 1.28%    % Unidentified Markets: 22.51%

Americas 65.22%
64.89%
Canada 39.14%
United States 25.75%
0.33%
Brazil 0.24%
Mexico 0.02%
Peru 0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.07%
United Kingdom 2.42%
4.43%
Austria 0.01%
Belgium 0.04%
Denmark 0.06%
Finland 0.24%
France 0.45%
Germany 0.70%
Ireland 0.58%
Italy 0.63%
Netherlands 0.45%
Norway 0.28%
Portugal 0.01%
Spain 0.24%
Sweden 0.17%
Switzerland 0.55%
0.00%
Czech Republic 0.00%
0.22%
Israel 0.19%
South Africa 0.03%
Greater Asia 5.21%
Japan 1.82%
0.64%
Australia 0.64%
1.95%
Hong Kong 0.07%
Singapore 0.24%
South Korea 0.50%
Taiwan 1.14%
0.79%
China 0.59%
India 0.19%
Indonesia 0.01%
Philippines 0.01%
Unidentified Region 22.51%

Bond Credit Quality Exposure

AAA 24.92%
AA 12.00%
A 21.97%
BBB 14.60%
BB 0.28%
B 1.71%
Below B 0.31%
    CCC 0.24%
    CC 0.00%
    C 0.07%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 24.20%
Short Term 0.00%
As of July 31, 2026
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Stock Sector Exposure

Cyclical
28.19%
Materials
5.10%
Consumer Discretionary
4.84%
Financials
17.03%
Real Estate
1.22%
Sensitive
30.48%
Communication Services
3.16%
Energy
3.77%
Industrials
11.36%
Information Technology
12.19%
Defensive
10.84%
Consumer Staples
2.56%
Health Care
6.01%
Utilities
2.27%
Not Classified
1.21%
Non Classified Equity
1.21%
As of July 31, 2026
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Bond Sector Exposure

As of July 31, 2026
Type % Net
Government 21.22%
Corporate 52.91%
Securitized 15.51%
Municipal 3.76%
Other 6.60%
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Bond Maturity Exposure

Short Term
2.06%
Less than 1 Year
2.06%
Intermediate
74.84%
1 to 3 Years
20.11%
3 to 5 Years
17.10%
5 to 10 Years
37.62%
Long Term
22.68%
10 to 20 Years
4.61%
20 to 30 Years
8.97%
Over 30 Years
9.10%
Other
0.43%
As of July 31, 2026
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