Asset Allocation

As of July 31, 2025.
Type % Net
Cash 1.21%
Stock 59.19%
Bond 39.45%
Convertible 0.00%
Preferred 0.00%
Other 0.14%
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Market Capitalization

As of July 31, 2025
Large 71.69%
Mid 20.06%
Small 8.25%
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Region Exposure

% Developed Markets: 99.55%    % Emerging Markets: 0.31%    % Unidentified Markets: 0.14%

Americas 58.33%
58.33%
Canada 38.26%
United States 20.07%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.14%
United Kingdom 6.44%
20.70%
Denmark 2.34%
Finland 6.02%
France 2.73%
Germany 1.33%
Ireland 1.43%
Norway 1.21%
Switzerland 3.48%
0.00%
0.00%
Greater Asia 14.38%
Japan 9.15%
0.00%
5.24%
Hong Kong 2.60%
Singapore 2.64%
0.00%
Unidentified Region 0.14%

Bond Credit Quality Exposure

AAA 27.20%
AA 21.09%
A 18.28%
BBB 21.33%
BB 2.35%
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 9.74%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
35.79%
Materials
8.76%
Consumer Discretionary
8.40%
Financials
18.64%
Real Estate
0.00%
Sensitive
36.31%
Communication Services
2.57%
Energy
5.18%
Industrials
18.20%
Information Technology
10.37%
Defensive
6.95%
Consumer Staples
2.00%
Health Care
4.95%
Utilities
0.00%
Not Classified
20.95%
Non Classified Equity
0.00%
Not Classified - Non Equity
20.95%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 31.05%
Corporate 36.25%
Securitized 0.00%
Municipal 27.93%
Other 4.77%
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Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
73.23%
1 to 3 Years
12.82%
3 to 5 Years
16.46%
5 to 10 Years
43.94%
Long Term
26.27%
10 to 20 Years
3.47%
20 to 30 Years
15.44%
Over 30 Years
7.36%
Other
0.51%
As of July 31, 2025
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