Asset Allocation

As of July 31, 2026.
Type % Net
Cash 1.80%
Stock 67.71%
Bond 30.70%
Convertible 0.00%
Preferred 0.00%
Other -0.21%
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Market Capitalization

As of July 31, 2026
Large 82.66%
Mid 16.39%
Small 0.95%
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Region Exposure

% Developed Markets: 91.78%    % Emerging Markets: 6.65%    % Unidentified Markets: 1.57%

Americas 70.57%
66.10%
Canada 2.34%
United States 63.76%
4.47%
Argentina 0.27%
Brazil 0.87%
Chile 0.78%
Colombia 0.56%
Mexico 1.56%
Peru 0.04%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.15%
United Kingdom 3.51%
11.77%
Austria 0.06%
Belgium 0.09%
Denmark 0.10%
France 2.10%
Germany 0.25%
Ireland 2.25%
Italy 0.88%
Netherlands 3.22%
Norway 0.34%
Spain 0.36%
Sweden 1.63%
Switzerland 0.13%
0.23%
Poland 0.17%
1.64%
Egypt 0.05%
Israel 0.05%
Nigeria 0.18%
South Africa 1.17%
Greater Asia 10.71%
Japan 3.09%
2.52%
Australia 1.21%
4.53%
Singapore 0.28%
South Korea 0.63%
Taiwan 3.62%
0.57%
China 0.05%
India 0.27%
Indonesia 0.08%
Malaysia 0.17%
Unidentified Region 1.57%

Bond Credit Quality Exposure

AAA 10.18%
AA 8.29%
A 8.43%
BBB 32.61%
BB 22.41%
B 6.26%
Below B 2.31%
    CCC 1.18%
    CC 0.26%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.87%
Not Rated 0.00%
Not Available 9.51%
Short Term 0.00%
As of July 31, 2026
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Stock Sector Exposure

Cyclical
42.74%
Materials
1.15%
Consumer Discretionary
21.12%
Financials
20.46%
Real Estate
0.00%
Sensitive
51.67%
Communication Services
6.95%
Energy
0.00%
Industrials
13.83%
Information Technology
30.88%
Defensive
5.59%
Consumer Staples
2.03%
Health Care
3.56%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
As of July 31, 2026
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Bond Sector Exposure

As of July 31, 2026
Type % Net
Government 45.30%
Corporate 51.81%
Securitized 1.13%
Municipal 0.01%
Other 1.75%
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Bond Maturity Exposure

Short Term
3.23%
Less than 1 Year
3.23%
Intermediate
79.24%
1 to 3 Years
7.98%
3 to 5 Years
25.75%
5 to 10 Years
45.52%
Long Term
16.63%
10 to 20 Years
10.09%
20 to 30 Years
6.32%
Over 30 Years
0.23%
Other
0.89%
As of July 31, 2026
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