Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.25%
Stock 60.25%
Bond 36.77%
Convertible 0.00%
Preferred 0.00%
Other 2.72%
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Market Capitalization

As of February 28, 2026
Large 81.20%
Mid 16.15%
Small 2.66%
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Region Exposure

% Developed Markets: 98.56%    % Emerging Markets: 0.09%    % Unidentified Markets: 1.34%

Americas 96.59%
95.03%
Canada 90.56%
United States 4.47%
1.56%
Chile 0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.66%
United Kingdom 0.51%
1.15%
Belgium 0.00%
France 0.42%
Germany 0.02%
Ireland 0.05%
Italy 0.64%
Netherlands 0.00%
Norway 0.00%
Spain 0.00%
0.00%
0.00%
Greater Asia 0.41%
Japan 0.41%
0.00%
0.00%
0.00%
Unidentified Region 1.34%

Bond Credit Quality Exposure

AAA 36.63%
AA 16.28%
A 17.69%
BBB 22.52%
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 6.58%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
33.69%
Materials
11.36%
Consumer Discretionary
2.49%
Financials
19.33%
Real Estate
0.51%
Sensitive
18.53%
Communication Services
0.76%
Energy
5.16%
Industrials
8.87%
Information Technology
3.75%
Defensive
6.71%
Consumer Staples
4.07%
Health Care
0.00%
Utilities
2.64%
Not Classified
41.07%
Non Classified Equity
2.81%
Not Classified - Non Equity
38.25%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 23.39%
Corporate 42.50%
Securitized 2.12%
Municipal 22.67%
Other 9.32%
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Bond Maturity Exposure

Short Term
0.37%
Less than 1 Year
0.37%
Intermediate
63.19%
1 to 3 Years
7.67%
3 to 5 Years
15.47%
5 to 10 Years
40.06%
Long Term
34.48%
10 to 20 Years
13.60%
20 to 30 Years
16.42%
Over 30 Years
4.46%
Other
1.96%
As of February 28, 2026
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