Asset Allocation

As of August 31, 2025.
Type % Net
Cash 3.74%
Stock 58.72%
Bond 37.66%
Convertible 0.00%
Preferred 0.00%
Other -0.11%
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Market Capitalization

As of August 31, 2025
Large 88.78%
Mid 9.83%
Small 1.39%
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Region Exposure

% Developed Markets: 99.94%    % Emerging Markets: 0.17%    % Unidentified Markets: -0.11%

Americas 70.51%
70.39%
Canada 6.60%
United States 63.79%
0.12%
Mexico 0.12%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.24%
United Kingdom 8.55%
18.65%
Belgium 2.61%
France 2.70%
Germany 3.49%
Ireland 5.03%
Italy 0.30%
Netherlands 3.03%
Spain 0.34%
Switzerland 1.15%
0.04%
Czech Republic 0.04%
0.00%
Greater Asia 2.36%
Japan 1.43%
0.15%
Australia 0.15%
0.77%
Taiwan 0.77%
0.00%
Unidentified Region -0.11%

Bond Credit Quality Exposure

AAA 0.96%
AA 50.30%
A 7.87%
BBB 36.75%
BB 4.12%
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 0.00%
Short Term 0.00%
As of August 31, 2025
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Stock Sector Exposure

Cyclical
23.35%
Materials
1.06%
Consumer Discretionary
7.82%
Financials
9.43%
Real Estate
5.05%
Sensitive
25.00%
Communication Services
2.30%
Energy
4.47%
Industrials
8.53%
Information Technology
9.69%
Defensive
27.50%
Consumer Staples
8.86%
Health Care
13.06%
Utilities
5.57%
Not Classified
24.15%
Non Classified Equity
0.00%
Not Classified - Non Equity
24.15%
As of August 31, 2025
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Bond Sector Exposure

As of August 31, 2025
Type % Net
Government 51.26%
Corporate 48.60%
Securitized 0.00%
Municipal 0.00%
Other 0.14%
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Bond Maturity Exposure

Short Term
0.87%
Less than 1 Year
0.87%
Intermediate
82.59%
1 to 3 Years
11.55%
3 to 5 Years
17.18%
5 to 10 Years
53.85%
Long Term
15.98%
10 to 20 Years
3.15%
20 to 30 Years
9.59%
Over 30 Years
3.24%
Other
0.57%
As of August 31, 2025
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