Asset Allocation

As of February 28, 2026.
Type % Net
Cash 4.11%
Stock 55.46%
Bond 37.60%
Convertible 0.00%
Preferred 1.10%
Other 1.73%
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Market Capitalization

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

% Developed Markets: 90.90%    % Emerging Markets: 7.16%    % Unidentified Markets: 1.94%

Americas 66.75%
64.46%
Canada 37.79%
United States 26.67%
2.29%
Brazil 0.87%
Chile 0.20%
Colombia 0.09%
Mexico 0.68%
Peru 0.12%
Venezuela 0.01%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.44%
United Kingdom 3.72%
12.55%
Austria 0.34%
Belgium 0.34%
Denmark 0.31%
Finland 0.16%
France 1.71%
Germany 2.11%
Greece 0.09%
Ireland 0.98%
Italy 1.03%
Netherlands 1.57%
Norway 0.23%
Portugal 0.15%
Spain 1.63%
Sweden 0.50%
Switzerland 1.23%
0.65%
Czech Republic 0.13%
Poland 0.26%
Russia 0.00%
Turkey 0.06%
0.52%
Israel 0.39%
South Africa 0.14%
United Arab Emirates 0.00%
Greater Asia 13.87%
Japan 5.43%
0.40%
Australia 0.36%
3.87%
Hong Kong 0.72%
Singapore 0.30%
South Korea 1.41%
Taiwan 1.38%
4.18%
China 2.74%
India 0.69%
Indonesia 0.22%
Malaysia 0.24%
Philippines 0.09%
Thailand 0.20%
Unidentified Region 1.94%

Bond Credit Quality Exposure

AAA 29.02%
AA 20.30%
A 10.89%
BBB 18.02%
BB 4.04%
B 0.54%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.26%
Not Available 16.93%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
22.75%
Materials
5.44%
Consumer Discretionary
5.96%
Financials
10.89%
Real Estate
0.46%
Sensitive
25.44%
Communication Services
3.76%
Energy
4.50%
Industrials
9.01%
Information Technology
8.17%
Defensive
8.43%
Consumer Staples
3.00%
Health Care
3.37%
Utilities
2.05%
Not Classified
43.38%
Non Classified Equity
0.66%
Not Classified - Non Equity
42.72%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 66.30%
Corporate 27.20%
Securitized 1.42%
Municipal 2.04%
Other 3.04%
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Bond Maturity Exposure

Short Term
8.16%
Less than 1 Year
8.16%
Intermediate
76.65%
1 to 3 Years
16.74%
3 to 5 Years
21.14%
5 to 10 Years
38.77%
Long Term
13.45%
10 to 20 Years
4.66%
20 to 30 Years
7.02%
Over 30 Years
1.76%
Other
1.74%
As of February 28, 2026
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