Asset Allocation

As of July 31, 2025.
Type % Net
Cash 5.84%
Stock 60.90%
Bond 32.31%
Convertible 0.00%
Preferred 0.02%
Other 0.92%
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Market Capitalization

As of July 31, 2025
Large 87.18%
Mid 9.68%
Small 3.13%
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Region Exposure

% Developed Markets: 99.32%    % Emerging Markets: 0.07%    % Unidentified Markets: 0.61%

Americas 82.28%
81.71%
Canada 43.71%
United States 38.01%
0.57%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.75%
United Kingdom 4.29%
10.16%
Belgium 1.02%
France 1.84%
Germany 3.11%
Ireland 1.62%
Italy 0.00%
Netherlands 1.34%
Switzerland 1.23%
0.00%
1.30%
Israel 1.30%
Greater Asia 1.36%
Japan 1.36%
0.00%
Australia 0.00%
0.00%
0.00%
Unidentified Region 0.61%

Bond Credit Quality Exposure

AAA 15.07%
AA 10.50%
A 19.00%
BBB 29.06%
BB 12.43%
B 7.18%
Below B 0.43%
    CCC 0.43%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.33%
Not Available 5.99%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
22.37%
Materials
2.29%
Consumer Discretionary
3.47%
Financials
13.93%
Real Estate
2.69%
Sensitive
27.91%
Communication Services
3.09%
Energy
2.74%
Industrials
9.62%
Information Technology
12.46%
Defensive
12.66%
Consumer Staples
5.96%
Health Care
5.25%
Utilities
1.44%
Not Classified
37.06%
Non Classified Equity
0.38%
Not Classified - Non Equity
36.67%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 11.51%
Corporate 67.50%
Securitized 0.39%
Municipal 13.32%
Other 7.28%
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Bond Maturity Exposure

Short Term
0.31%
Less than 1 Year
0.31%
Intermediate
70.24%
1 to 3 Years
8.95%
3 to 5 Years
20.81%
5 to 10 Years
40.47%
Long Term
28.46%
10 to 20 Years
4.52%
20 to 30 Years
12.37%
Over 30 Years
11.58%
Other
0.99%
As of July 31, 2025
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