Asset Allocation

As of July 31, 2025.
Type % Net
Cash 3.33%
Stock 49.52%
Bond 47.87%
Convertible 0.00%
Preferred 0.04%
Other -0.77%
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Market Capitalization

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

% Developed Markets: 93.06%    % Emerging Markets: 2.99%    % Unidentified Markets: 3.95%

Americas 78.81%
76.48%
Canada 25.55%
United States 50.93%
2.32%
Argentina 0.00%
Brazil 1.09%
Chile 0.24%
Colombia 0.33%
Mexico 0.58%
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 14.09%
United Kingdom 3.31%
10.78%
Austria 0.09%
Belgium 1.14%
Finland 0.00%
France 1.42%
Germany 3.95%
Ireland 2.31%
Italy 0.00%
Netherlands 0.28%
Spain 0.37%
Switzerland 1.15%
0.00%
Poland 0.00%
Turkey 0.00%
0.00%
Saudi Arabia 0.00%
United Arab Emirates 0.00%
Greater Asia 3.15%
Japan 0.60%
1.67%
Australia 0.04%
0.27%
Hong Kong 0.27%
South Korea 0.00%
0.61%
China 0.09%
Indonesia 0.52%
Unidentified Region 3.95%

Bond Credit Quality Exposure

AAA 18.35%
AA 35.81%
A 11.55%
BBB 13.46%
BB 8.07%
B 0.95%
Below B 0.66%
    CCC 0.59%
    CC 0.06%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.28%
Not Available 10.86%
Short Term 0.00%
As of July 31, 2025
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Stock Sector Exposure

Cyclical
15.82%
Materials
1.57%
Consumer Discretionary
3.25%
Financials
11.01%
Real Estate
0.00%
Sensitive
27.01%
Communication Services
1.60%
Energy
0.00%
Industrials
10.15%
Information Technology
15.26%
Defensive
6.61%
Consumer Staples
1.52%
Health Care
5.09%
Utilities
0.00%
Not Classified
50.56%
Non Classified Equity
0.00%
Not Classified - Non Equity
50.56%
As of July 31, 2025
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 58.60%
Corporate 29.83%
Securitized 0.46%
Municipal 6.33%
Other 4.79%
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Bond Maturity Exposure

Short Term
1.35%
Less than 1 Year
1.35%
Intermediate
77.73%
1 to 3 Years
7.34%
3 to 5 Years
7.43%
5 to 10 Years
62.96%
Long Term
20.72%
10 to 20 Years
3.39%
20 to 30 Years
10.43%
Over 30 Years
6.89%
Other
0.20%
As of July 31, 2025
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