Asset Allocation

As of January 31, 2026.
Type % Net
Cash 8.30%
Stock 72.77%
Bond 19.12%
Convertible 0.00%
Preferred 0.05%
Other -0.23%
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Market Capitalization

As of January 31, 2026
Large 76.01%
Mid 18.30%
Small 5.70%
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Region Exposure

% Developed Markets: 94.40%    % Emerging Markets: 4.25%    % Unidentified Markets: 1.35%

Americas 73.30%
72.18%
Canada 20.48%
United States 51.71%
1.12%
Brazil 0.47%
Chile 0.02%
Colombia 0.01%
Mexico 0.31%
Peru 0.01%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.98%
United Kingdom 1.78%
10.38%
Austria 0.02%
Belgium 0.05%
Denmark 0.53%
Finland 0.31%
France 1.82%
Germany 0.90%
Greece 0.01%
Ireland 0.94%
Italy 0.53%
Netherlands 1.43%
Norway 0.77%
Spain 0.68%
Sweden 0.80%
Switzerland 1.53%
0.20%
Czech Republic 0.00%
Poland 0.17%
Turkey 0.02%
0.62%
Egypt 0.00%
Israel 0.05%
Qatar 0.02%
Saudi Arabia 0.13%
South Africa 0.22%
United Arab Emirates 0.18%
Greater Asia 12.36%
Japan 4.63%
0.87%
Australia 0.87%
4.10%
Hong Kong 0.59%
Singapore 0.25%
South Korea 0.90%
Taiwan 2.36%
2.76%
China 1.28%
India 1.37%
Indonesia 0.03%
Malaysia 0.03%
Philippines 0.01%
Thailand 0.03%
Unidentified Region 1.35%

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
27.90%
Materials
3.40%
Consumer Discretionary
7.81%
Financials
15.60%
Real Estate
1.10%
Sensitive
41.15%
Communication Services
7.13%
Energy
0.09%
Industrials
7.17%
Information Technology
26.75%
Defensive
9.73%
Consumer Staples
2.03%
Health Care
7.12%
Utilities
0.58%
Not Classified
21.21%
Non Classified Equity
0.03%
Not Classified - Non Equity
21.18%
As of January 31, 2026
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Bond Sector Exposure

As of January 31, 2026
Type % Net
Government 38.91%
Corporate 32.03%
Securitized 0.00%
Municipal 25.30%
Other 3.76%
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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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