Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.48%
Stock 57.93%
Bond 33.29%
Convertible 0.00%
Preferred 1.65%
Other 5.65%
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Market Capitalization

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

% Developed Markets: 92.06%    % Emerging Markets: 0.32%    % Unidentified Markets: 7.62%

Americas 85.17%
85.10%
Canada 57.76%
United States 27.33%
0.08%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.60%
United Kingdom 3.05%
2.54%
Denmark 0.17%
France 0.58%
Germany 0.73%
Netherlands 0.38%
Switzerland 0.43%
0.00%
0.00%
Greater Asia 1.61%
Japan 0.45%
0.07%
Australia 0.07%
0.90%
Hong Kong 0.22%
Singapore 0.01%
South Korea 0.46%
0.20%
China 0.20%
Unidentified Region 7.62%

Bond Credit Quality Exposure

AAA 13.53%
AA 5.46%
A 7.38%
BBB 19.85%
BB 31.75%
B 10.63%
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 11.30%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
41.55%
Materials
11.54%
Consumer Discretionary
4.08%
Financials
24.06%
Real Estate
1.87%
Sensitive
36.82%
Communication Services
3.89%
Energy
9.32%
Industrials
11.80%
Information Technology
11.80%
Defensive
7.09%
Consumer Staples
2.14%
Health Care
2.78%
Utilities
2.17%
Not Classified
14.54%
Non Classified Equity
6.18%
Not Classified - Non Equity
8.36%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 8.92%
Corporate 70.42%
Securitized 1.18%
Municipal 7.72%
Other 11.76%
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Bond Maturity Exposure

Short Term
0.63%
Less than 1 Year
0.63%
Intermediate
66.40%
1 to 3 Years
5.24%
3 to 5 Years
20.13%
5 to 10 Years
41.03%
Long Term
27.85%
10 to 20 Years
6.74%
20 to 30 Years
11.86%
Over 30 Years
9.26%
Other
5.12%
As of March 31, 2026
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