Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.48%
Stock 54.68%
Bond 34.77%
Convertible 0.00%
Preferred 0.00%
Other 10.08%
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Market Capitalization

As of February 28, 2026
Large 81.34%
Mid 16.03%
Small 2.63%
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Region Exposure

% Developed Markets: 91.06%    % Emerging Markets: 0.09%    % Unidentified Markets: 8.86%

Americas 89.26%
87.82%
Canada 83.83%
United States 4.00%
1.43%
Chile 0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.52%
United Kingdom 0.51%
1.01%
Belgium 0.00%
France 0.34%
Germany 0.01%
Ireland 0.04%
Italy 0.59%
Netherlands 0.00%
Norway 0.00%
Spain 0.00%
0.00%
0.00%
Greater Asia 0.37%
Japan 0.37%
0.00%
0.00%
0.00%
Unidentified Region 8.86%

Bond Credit Quality Exposure

AAA 36.59%
AA 16.31%
A 17.74%
BBB 22.49%
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 0.10%
Not Available 6.56%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
30.65%
Materials
10.36%
Consumer Discretionary
2.38%
Financials
17.46%
Real Estate
0.44%
Sensitive
16.74%
Communication Services
0.67%
Energy
4.76%
Industrials
7.94%
Information Technology
3.36%
Defensive
6.03%
Consumer Staples
3.66%
Health Care
0.00%
Utilities
2.37%
Not Classified
46.58%
Non Classified Equity
2.64%
Not Classified - Non Equity
43.94%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 23.38%
Corporate 42.45%
Securitized 2.11%
Municipal 22.74%
Other 9.31%
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Bond Maturity Exposure

Short Term
0.37%
Less than 1 Year
0.37%
Intermediate
63.05%
1 to 3 Years
7.65%
3 to 5 Years
15.43%
5 to 10 Years
39.97%
Long Term
34.62%
10 to 20 Years
13.64%
20 to 30 Years
16.53%
Over 30 Years
4.46%
Other
1.96%
As of February 28, 2026
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