Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.09%
Stock 93.65%
Bond 6.18%
Convertible 0.00%
Preferred 0.00%
Other 0.08%
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Market Capitalization

As of January 31, 2026
Large 72.99%
Mid 24.96%
Small 2.05%
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Region Exposure

% Developed Markets: 88.28%    % Emerging Markets: 11.61%    % Unidentified Markets: 0.10%

Americas 10.11%
8.25%
Canada 6.15%
United States 2.10%
1.86%
Brazil 1.86%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 49.44%
United Kingdom 17.93%
31.08%
Belgium 0.04%
Finland 3.75%
France 1.89%
Germany 3.17%
Ireland 4.93%
Italy 4.86%
Netherlands 6.61%
Norway 1.58%
Sweden 1.04%
Switzerland 3.20%
0.00%
0.44%
Israel 0.44%
Greater Asia 40.34%
Japan 15.08%
1.06%
Australia 1.06%
14.45%
Hong Kong 0.03%
Singapore 1.66%
South Korea 5.09%
Taiwan 7.67%
9.75%
China 6.93%
India 2.82%
Unidentified Region 0.10%

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
32.80%
Materials
4.23%
Consumer Discretionary
3.74%
Financials
24.83%
Real Estate
0.00%
Sensitive
57.15%
Communication Services
9.16%
Energy
3.61%
Industrials
22.70%
Information Technology
21.68%
Defensive
10.05%
Consumer Staples
2.00%
Health Care
8.05%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of January 31, 2026
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Bond Sector Exposure

As of January 31, 2026
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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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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