Asset Allocation

As of July 31, 2026.
Type % Net
Cash 9.09%
Stock 65.64%
Bond 25.28%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of July 31, 2026
Large 79.74%
Mid 15.50%
Small 4.76%
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Region Exposure

% Developed Markets: 86.16%    % Emerging Markets: 4.76%    % Unidentified Markets: 9.09%

Americas 65.31%
62.18%
Canada 2.42%
United States 59.76%
3.13%
Chile 1.49%
Mexico 1.64%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.33%
United Kingdom 6.16%
10.17%
Denmark 0.69%
France 1.81%
Ireland 2.63%
Italy 1.30%
Netherlands 0.86%
Spain 0.66%
Switzerland 2.21%
0.00%
0.00%
Greater Asia 9.27%
Japan 1.91%
3.71%
Australia 3.71%
3.66%
South Korea 1.23%
Taiwan 2.43%
0.00%
Unidentified Region 9.09%

Bond Credit Quality Exposure

AAA 8.10%
AA 40.08%
A 21.29%
BBB 30.08%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.46%
Not Available 0.00%
Short Term 0.00%
As of July 31, 2026
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Stock Sector Exposure

Cyclical
36.90%
Materials
15.22%
Consumer Discretionary
8.16%
Financials
10.85%
Real Estate
2.68%
Sensitive
44.95%
Communication Services
7.27%
Energy
0.00%
Industrials
12.26%
Information Technology
25.43%
Defensive
18.15%
Consumer Staples
5.30%
Health Care
8.82%
Utilities
4.03%
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 29.19%
Corporate 48.53%
Securitized 0.00%
Municipal 18.69%
Other 3.59%
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Bond Maturity Exposure

Short Term
4.37%
Less than 1 Year
4.37%
Intermediate
39.96%
1 to 3 Years
7.54%
3 to 5 Years
20.57%
5 to 10 Years
11.85%
Long Term
55.67%
10 to 20 Years
20.32%
20 to 30 Years
22.75%
Over 30 Years
12.61%
Other
0.00%
As of July 31, 2026
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