Asset Allocation

As of July 31, 2025.
Type % Net
Cash 4.23%
Stock 65.51%
Bond 29.21%
Convertible 0.00%
Preferred 0.01%
Other 1.04%
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Market Capitalization

As of July 31, 2025
Large 87.18%
Mid 9.59%
Small 3.22%
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Region Exposure

% Developed Markets: 99.28%    % Emerging Markets: 0.07%    % Unidentified Markets: 0.66%

Americas 80.90%
80.29%
Canada 40.83%
United States 39.46%
0.61%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.96%
United Kingdom 4.60%
10.95%
Belgium 1.10%
France 1.97%
Germany 3.34%
Ireland 1.79%
Italy 0.00%
Netherlands 1.40%
Switzerland 1.35%
0.00%
1.40%
Israel 1.40%
Greater Asia 1.49%
Japan 1.49%
0.00%
Australia 0.00%
0.00%
0.00%
Unidentified Region 0.66%

Bond Credit Quality Exposure

AAA 15.08%
AA 10.52%
A 19.05%
BBB 29.17%
BB 12.31%
B 7.10%
Below B 0.43%
    CCC 0.43%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.34%
Not Available 6.00%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
23.80%
Materials
2.47%
Consumer Discretionary
3.77%
Financials
14.72%
Real Estate
2.84%
Sensitive
29.57%
Communication Services
3.27%
Energy
2.92%
Industrials
10.12%
Information Technology
13.26%
Defensive
13.47%
Consumer Staples
6.35%
Health Care
5.61%
Utilities
1.51%
Not Classified
33.16%
Non Classified Equity
0.43%
Not Classified - Non Equity
32.73%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 11.44%
Corporate 67.47%
Securitized 0.39%
Municipal 13.40%
Other 7.30%
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Bond Maturity Exposure

Short Term
0.31%
Less than 1 Year
0.31%
Intermediate
70.15%
1 to 3 Years
8.97%
3 to 5 Years
20.74%
5 to 10 Years
40.44%
Long Term
28.55%
10 to 20 Years
4.50%
20 to 30 Years
12.45%
Over 30 Years
11.60%
Other
0.99%
As of July 31, 2025
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