Asset Allocation

As of July 31, 2025.
Type % Net
Cash 3.77%
Stock 62.69%
Bond 33.17%
Convertible 0.00%
Preferred 0.00%
Other 0.36%
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Market Capitalization

As of July 31, 2025
Large 69.44%
Mid 25.70%
Small 4.87%
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Region Exposure

% Developed Markets: 95.91%    % Emerging Markets: 0.21%    % Unidentified Markets: 3.87%

Americas 92.36%
92.02%
Canada 64.09%
United States 27.93%
0.34%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.74%
United Kingdom 1.21%
2.53%
Austria 0.00%
France 0.50%
Germany 0.00%
Ireland 1.17%
Italy 0.42%
Netherlands 0.01%
Switzerland 0.43%
0.00%
0.00%
Saudi Arabia 0.00%
Greater Asia 0.03%
Japan 0.00%
0.03%
Australia 0.03%
0.00%
Hong Kong 0.00%
0.00%
Unidentified Region 3.87%

Bond Credit Quality Exposure

AAA 28.12%
AA 15.97%
A 25.01%
BBB 22.84%
BB 4.34%
B 0.12%
Below B 0.03%
    CCC 0.02%
    CC 0.01%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.18%
Not Available 3.38%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
39.11%
Materials
7.20%
Consumer Discretionary
6.95%
Financials
23.29%
Real Estate
1.67%
Sensitive
48.59%
Communication Services
2.40%
Energy
7.21%
Industrials
17.02%
Information Technology
21.96%
Defensive
10.94%
Consumer Staples
3.05%
Health Care
6.23%
Utilities
1.65%
Not Classified
1.37%
Non Classified Equity
0.55%
Not Classified - Non Equity
0.81%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 29.06%
Corporate 42.09%
Securitized 0.21%
Municipal 22.43%
Other 6.21%
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Bond Maturity Exposure

Short Term
4.37%
Less than 1 Year
4.37%
Intermediate
64.82%
1 to 3 Years
10.29%
3 to 5 Years
8.82%
5 to 10 Years
45.72%
Long Term
30.53%
10 to 20 Years
5.86%
20 to 30 Years
6.62%
Over 30 Years
18.05%
Other
0.28%
As of July 31, 2025
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