Asset Allocation

As of July 31, 2026.
Type % Net
Cash 0.02%
Stock 70.34%
Bond 23.04%
Convertible 0.00%
Preferred 0.00%
Other 6.60%
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Market Capitalization

As of July 31, 2026
Large 82.23%
Mid 9.36%
Small 8.41%
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Region Exposure

% Developed Markets: 94.07%    % Emerging Markets: 1.05%    % Unidentified Markets: 4.88%

Americas 90.57%
87.86%
Canada 7.21%
United States 80.66%
2.70%
Chile 0.04%
Mexico 0.09%
Peru 0.01%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.47%
United Kingdom 1.12%
1.91%
France 0.70%
Ireland 0.99%
Netherlands 0.04%
Switzerland 0.17%
0.00%
0.44%
Nigeria 0.15%
Qatar 0.07%
Saudi Arabia 0.03%
South Africa 0.04%
Greater Asia 1.09%
Japan 0.04%
0.00%
0.90%
Taiwan 0.90%
0.14%
Indonesia 0.09%
Unidentified Region 4.88%

Bond Credit Quality Exposure

AAA 0.61%
AA 46.84%
A 13.27%
BBB 33.98%
BB 2.15%
B 1.26%
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 1.89%
Short Term 0.00%
As of July 31, 2026
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Stock Sector Exposure

Cyclical
41.67%
Materials
0.07%
Consumer Discretionary
14.01%
Financials
27.59%
Real Estate
0.00%
Sensitive
43.93%
Communication Services
19.83%
Energy
0.00%
Industrials
8.24%
Information Technology
15.86%
Defensive
8.53%
Consumer Staples
0.00%
Health Care
8.53%
Utilities
0.00%
Not Classified
0.03%
Non Classified Equity
0.03%
As of July 31, 2026
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Bond Sector Exposure

As of July 31, 2026
Type % Net
Government 48.94%
Corporate 45.55%
Securitized 0.61%
Municipal 0.00%
Other 4.89%
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Bond Maturity Exposure

Short Term
0.56%
Less than 1 Year
0.56%
Intermediate
65.98%
1 to 3 Years
10.70%
3 to 5 Years
25.35%
5 to 10 Years
29.93%
Long Term
31.02%
10 to 20 Years
7.01%
20 to 30 Years
18.44%
Over 30 Years
5.58%
Other
2.44%
As of July 31, 2026
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