Asset Allocation

As of July 31, 2024.
Type % Net
Cash 21.40%
Stock 60.32%
Bond 14.94%
Convertible 0.00%
Preferred 0.00%
Other 3.34%
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Market Capitalization

As of July 31, 2024
Large 71.68%
Mid 25.01%
Small 3.32%
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Region Exposure

% Developed Markets: 73.64%    % Emerging Markets: 10.17%    % Unidentified Markets: 16.19%

Americas 38.30%
32.19%
Canada 10.20%
United States 21.99%
6.11%
Brazil 2.69%
Mexico 3.42%
As of July 31, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 28.51%
United Kingdom 1.98%
25.16%
Austria 0.89%
France 1.21%
Germany 6.54%
Ireland 1.20%
Italy 0.95%
Netherlands 4.37%
Norway 0.85%
Portugal 1.35%
Spain 3.20%
Sweden 2.33%
Switzerland 2.29%
0.00%
1.37%
Israel 1.37%
Greater Asia 17.00%
Japan 0.00%
0.00%
12.94%
Singapore 1.04%
South Korea 5.59%
Taiwan 6.32%
4.06%
China 2.27%
Thailand 1.78%
Unidentified Region 16.19%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
35.65%
Materials
6.74%
Consumer Discretionary
15.90%
Financials
13.01%
Real Estate
0.00%
Sensitive
50.48%
Communication Services
7.37%
Energy
19.18%
Industrials
12.83%
Information Technology
11.10%
Defensive
11.43%
Consumer Staples
8.46%
Health Care
1.61%
Utilities
1.36%
Not Classified
2.45%
Non Classified Equity
1.41%
Not Classified - Non Equity
1.03%
As of April 30, 2024
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Bond Sector Exposure

As of July 31, 2024
Type % Net
Government 3.36%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 96.64%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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