Asset Allocation

As of January 31, 2026.
Type % Net
Cash 2.59%
Stock 101.3%
Bond 2.13%
Convertible 0.00%
Preferred 0.88%
Other -6.93%
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Market Capitalization

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

% Developed Markets: 99.48%    % Emerging Markets: 5.28%    % Unidentified Markets: -4.75%

Americas 75.32%
74.12%
Canada 38.09%
United States 36.03%
1.20%
Brazil 0.43%
Colombia 0.01%
Mexico 0.22%
Peru 0.05%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.41%
United Kingdom 4.15%
10.07%
Austria 0.06%
Belgium 0.37%
Denmark 0.18%
Finland 0.40%
France 2.21%
Germany 1.38%
Greece 0.16%
Ireland 0.93%
Italy 0.39%
Netherlands 1.31%
Norway 0.01%
Portugal 0.03%
Spain 0.41%
Sweden 0.73%
Switzerland 1.40%
0.11%
Poland 0.04%
Turkey 0.07%
1.08%
Israel 0.30%
Saudi Arabia 0.22%
South Africa 0.38%
United Arab Emirates 0.12%
Greater Asia 14.02%
Japan 2.50%
0.34%
Australia 0.34%
7.36%
Hong Kong 0.76%
Singapore 0.58%
South Korea 1.95%
Taiwan 4.07%
3.81%
China 2.34%
India 1.28%
Indonesia 0.13%
Kazakhstan 0.03%
Philippines 0.02%
Thailand 0.02%
Unidentified Region -4.75%

Stock Sector Exposure

Cyclical
40.41%
Materials
12.00%
Consumer Discretionary
8.52%
Financials
17.72%
Real Estate
2.18%
Sensitive
44.47%
Communication Services
7.78%
Energy
6.35%
Industrials
11.40%
Information Technology
18.94%
Defensive
9.00%
Consumer Staples
3.39%
Health Care
4.11%
Utilities
1.49%
Not Classified
6.12%
Non Classified Equity
2.11%
Not Classified - Non Equity
4.01%
As of January 31, 2026
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available