Asset Allocation

As of January 31, 2026.
Type % Net
Cash 1.60%
Stock 59.67%
Bond 38.31%
Convertible 0.00%
Preferred 0.00%
Other 0.42%
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Market Capitalization

As of January 31, 2026
Large 85.48%
Mid 14.48%
Small 0.04%
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Region Exposure

% Developed Markets: 95.50%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.50%

Americas 89.29%
89.29%
Canada 0.36%
United States 88.93%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.72%
United Kingdom 0.13%
5.59%
Denmark 0.27%
France 0.48%
Ireland 2.96%
Netherlands 1.56%
Spain 0.14%
Switzerland 0.13%
0.00%
0.00%
Greater Asia 0.49%
Japan 0.40%
0.06%
Australia 0.06%
0.03%
Singapore 0.03%
0.00%
Unidentified Region 4.50%

Bond Credit Quality Exposure

AAA 4.30%
AA 31.22%
A 11.94%
BBB 19.16%
BB 0.20%
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 4.80%
Not Available 28.39%
Short Term 0.00%
As of January 31, 2026
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Stock Sector Exposure

Cyclical
30.12%
Materials
1.48%
Consumer Discretionary
12.98%
Financials
14.92%
Real Estate
0.75%
Sensitive
54.15%
Communication Services
11.05%
Energy
2.34%
Industrials
7.63%
Information Technology
33.13%
Defensive
15.73%
Consumer Staples
2.91%
Health Care
9.18%
Utilities
3.64%
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 26.62%
Corporate 30.42%
Securitized 42.80%
Municipal 0.05%
Other 0.10%
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Bond Maturity Exposure

Short Term
1.54%
Less than 1 Year
1.54%
Intermediate
54.17%
1 to 3 Years
5.70%
3 to 5 Years
9.33%
5 to 10 Years
39.14%
Long Term
44.12%
10 to 20 Years
15.66%
20 to 30 Years
23.71%
Over 30 Years
4.74%
Other
0.17%
As of January 31, 2026
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