Asset Allocation

As of July 31, 2025.
Type % Net
Cash 1.89%
Stock 69.65%
Bond 28.65%
Convertible 0.00%
Preferred 0.04%
Other -0.23%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 95.09%    % Emerging Markets: 2.19%    % Unidentified Markets: 2.72%

Americas 64.30%
62.56%
Canada 3.87%
United States 58.69%
1.74%
Argentina 0.00%
Brazil 0.84%
Chile 0.19%
Colombia 0.26%
Mexico 0.39%
Peru 0.00%
Venezuela 0.01%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 29.15%
United Kingdom 8.18%
20.96%
Austria 0.06%
Belgium 0.88%
Finland 0.00%
France 4.23%
Germany 5.19%
Ireland 2.87%
Italy 2.24%
Netherlands 2.86%
Spain 0.28%
Switzerland 2.26%
0.01%
Poland 0.01%
Turkey 0.00%
0.00%
Saudi Arabia 0.00%
United Arab Emirates 0.00%
Greater Asia 3.83%
Japan 1.38%
0.90%
Australia 0.00%
1.08%
Hong Kong 0.22%
South Korea 0.00%
Taiwan 0.87%
0.47%
China 0.07%
Indonesia 0.40%
Unidentified Region 2.72%

Bond Credit Quality Exposure

AAA 15.44%
AA 39.71%
A 5.72%
BBB 8.63%
BB 13.89%
B 2.53%
Below B 1.40%
    CCC 1.22%
    CC 0.10%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.08%
Not Rated 0.30%
Not Available 12.37%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
22.09%
Materials
5.23%
Consumer Discretionary
8.63%
Financials
8.24%
Real Estate
0.00%
Sensitive
38.36%
Communication Services
3.26%
Energy
0.00%
Industrials
14.36%
Information Technology
20.74%
Defensive
9.21%
Consumer Staples
1.63%
Health Care
7.59%
Utilities
0.00%
Not Classified
30.33%
Non Classified Equity
0.00%
Not Classified - Non Equity
30.33%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 65.88%
Corporate 29.56%
Securitized 0.52%
Municipal 0.17%
Other 3.87%
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Bond Maturity Exposure

Short Term
0.56%
Less than 1 Year
0.56%
Intermediate
82.85%
1 to 3 Years
6.87%
3 to 5 Years
8.76%
5 to 10 Years
67.23%
Long Term
16.42%
10 to 20 Years
2.66%
20 to 30 Years
9.90%
Over 30 Years
3.86%
Other
0.17%
As of July 31, 2025
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