Asset Allocation

As of July 31, 2025.
Type % Net
Cash 2.77%
Stock 58.74%
Bond 38.31%
Convertible 0.00%
Preferred 0.00%
Other 0.19%
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Market Capitalization

As of July 31, 2025
Large 89.62%
Mid 8.30%
Small 2.08%
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Region Exposure

% Developed Markets: 99.71%    % Emerging Markets: 0.14%    % Unidentified Markets: 0.15%

Americas 71.10%
70.95%
Canada 5.92%
United States 65.03%
0.15%
Mexico 0.12%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.40%
United Kingdom 8.58%
17.81%
Belgium 2.30%
France 2.80%
Germany 3.11%
Ireland 5.00%
Italy 0.28%
Netherlands 2.98%
Spain 0.32%
Switzerland 1.02%
0.02%
Czech Republic 0.02%
0.00%
Greater Asia 2.34%
Japan 1.38%
0.14%
Australia 0.14%
0.82%
Taiwan 0.82%
0.00%
Unidentified Region 0.15%

Bond Credit Quality Exposure

AAA 0.94%
AA 49.29%
A 9.09%
BBB 36.63%
BB 4.05%
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 July 31, 2025
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Stock Sector Exposure

Cyclical
23.08%
Materials
0.96%
Consumer Discretionary
7.85%
Financials
9.39%
Real Estate
4.88%
Sensitive
26.39%
Communication Services
2.36%
Energy
4.40%
Industrials
8.79%
Information Technology
10.84%
Defensive
26.37%
Consumer Staples
8.35%
Health Care
12.35%
Utilities
5.67%
Not Classified
24.16%
Non Classified Equity
0.00%
Not Classified - Non Equity
24.16%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 49.93%
Corporate 49.93%
Securitized 0.00%
Municipal 0.00%
Other 0.14%
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Bond Maturity Exposure

Short Term
0.86%
Less than 1 Year
0.86%
Intermediate
82.91%
1 to 3 Years
11.41%
3 to 5 Years
15.33%
5 to 10 Years
56.17%
Long Term
15.67%
10 to 20 Years
2.89%
20 to 30 Years
9.57%
Over 30 Years
3.21%
Other
0.55%
As of July 31, 2025
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