Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.00%
Stock 85.94%
Bond 6.66%
Convertible 0.00%
Preferred 0.17%
Other 7.22%
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Market Capitalization

As of January 31, 2026
Large 83.67%
Mid 10.81%
Small 5.52%
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Region Exposure

% Developed Markets: 90.50%    % Emerging Markets: 1.04%    % Unidentified Markets: 8.46%

Americas 26.56%
26.26%
Canada 2.45%
United States 23.81%
0.30%
Mexico 0.17%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.66%
United Kingdom 12.23%
39.75%
France 14.49%
Germany 5.34%
Ireland 2.85%
Italy 5.19%
Netherlands 5.83%
Spain 2.71%
Switzerland 3.28%
0.52%
Turkey 0.52%
0.16%
Israel 0.10%
Nigeria 0.03%
United Arab Emirates 0.03%
Greater Asia 12.33%
Japan 0.00%
1.21%
Australia 1.21%
10.89%
Hong Kong 0.96%
Singapore 1.20%
South Korea 3.83%
Taiwan 4.91%
0.23%
India 0.19%
Unidentified Region 8.46%

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
24.99%
Materials
2.28%
Consumer Discretionary
1.45%
Financials
21.26%
Real Estate
0.00%
Sensitive
47.68%
Communication Services
21.64%
Energy
6.84%
Industrials
5.04%
Information Technology
14.16%
Defensive
19.25%
Consumer Staples
3.54%
Health Care
8.07%
Utilities
7.64%
Not Classified
8.08%
Non Classified Equity
0.09%
Not Classified - Non Equity
7.99%
As of January 31, 2026
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Bond Sector Exposure

As of January 31, 2026
Type % Net
Government 4.22%
Corporate 51.56%
Securitized 36.08%
Municipal 0.00%
Other 8.14%
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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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