Asset Allocation

As of July 31, 2025.
Type % Net
Cash 21.63%
Stock 65.20%
Bond 11.25%
Convertible 0.00%
Preferred 0.13%
Other 1.78%
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Market Capitalization

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

% Developed Markets: 76.07%    % Emerging Markets: 4.18%    % Unidentified Markets: 19.75%

Americas 54.08%
52.28%
Canada 0.43%
United States 51.86%
1.80%
Brazil 0.19%
Chile 0.07%
Colombia 0.39%
Mexico 0.57%
Peru 0.06%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.14%
United Kingdom 3.17%
20.06%
Austria 0.10%
Belgium 0.41%
Denmark 0.31%
Finland 0.46%
France 4.47%
Germany 4.43%
Greece 0.09%
Ireland 1.56%
Italy 1.33%
Netherlands 2.51%
Norway 0.09%
Portugal 0.07%
Spain 1.57%
Sweden 0.48%
Switzerland 1.82%
1.30%
Czech Republic 0.15%
Poland 0.32%
Russia 0.04%
Turkey 0.64%
0.61%
South Africa 0.61%
Greater Asia 1.02%
Japan 0.00%
0.23%
Australia 0.14%
0.14%
Singapore 0.14%
0.66%
Indonesia 0.66%
Unidentified Region 19.75%

Bond Credit Quality Exposure

AAA 0.01%
AA 51.86%
A 1.23%
BBB 7.12%
BB 17.91%
B 7.31%
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 14.56%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
31.66%
Materials
1.80%
Consumer Discretionary
4.04%
Financials
21.91%
Real Estate
3.92%
Sensitive
31.69%
Communication Services
2.84%
Energy
2.11%
Industrials
21.17%
Information Technology
5.56%
Defensive
13.61%
Consumer Staples
5.10%
Health Care
4.43%
Utilities
4.08%
Not Classified
23.03%
Non Classified Equity
0.10%
Not Classified - Non Equity
22.93%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 83.39%
Corporate 15.44%
Securitized 0.00%
Municipal 0.00%
Other 1.18%
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Bond Maturity Exposure

Short Term
47.80%
Less than 1 Year
47.80%
Intermediate
44.38%
1 to 3 Years
17.90%
3 to 5 Years
10.81%
5 to 10 Years
15.67%
Long Term
7.82%
10 to 20 Years
1.15%
20 to 30 Years
5.66%
Over 30 Years
1.01%
Other
0.00%
As of July 31, 2025
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