Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.81%
Stock 70.39%
Bond 27.38%
Convertible 0.00%
Preferred 0.00%
Other 0.42%
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Market Capitalization

As of February 28, 2026
Large 41.90%
Mid 22.49%
Small 35.61%
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Region Exposure

% Developed Markets: 95.22%    % Emerging Markets: 3.61%    % Unidentified Markets: 1.17%

Americas 54.23%
51.58%
Canada 0.91%
United States 50.67%
2.65%
Mexico 2.65%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 36.46%
United Kingdom 17.03%
17.31%
Austria 0.92%
France 6.40%
Netherlands 5.00%
Spain 4.89%
Switzerland 0.10%
0.00%
2.12%
Israel 2.12%
Greater Asia 8.14%
Japan 4.91%
0.00%
2.27%
Hong Kong 2.27%
0.96%
India 0.96%
Unidentified Region 1.17%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.89%
A 7.82%
BBB 40.62%
BB 31.52%
B 19.15%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 0.00%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
24.17%
Materials
3.16%
Consumer Discretionary
17.54%
Financials
3.47%
Real Estate
0.00%
Sensitive
50.95%
Communication Services
10.95%
Energy
0.00%
Industrials
18.83%
Information Technology
21.18%
Defensive
24.88%
Consumer Staples
6.41%
Health Care
18.47%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 0.89%
Corporate 99.11%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Bond Maturity Exposure

Short Term
4.47%
Less than 1 Year
4.47%
Intermediate
95.53%
1 to 3 Years
39.88%
3 to 5 Years
26.98%
5 to 10 Years
28.67%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of February 28, 2026
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