Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.04%
Stock 37.89%
Bond 48.69%
Convertible 0.00%
Preferred 8.86%
Other 4.52%
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Market Capitalization

As of March 31, 2026
Large 48.94%
Mid 12.16%
Small 38.90%
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Region Exposure

% Developed Markets: 92.49%    % Emerging Markets: 2.39%    % Unidentified Markets: 5.11%

Americas 91.32%
85.18%
Canada 3.14%
United States 82.04%
6.14%
Brazil 2.38%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.56%
United Kingdom 1.58%
1.73%
France 1.37%
Germany 0.00%
Ireland 0.00%
Italy 0.00%
Netherlands 0.00%
Switzerland 0.26%
0.00%
0.25%
Israel 0.25%
Greater Asia 0.01%
Japan 0.00%
0.00%
0.01%
South Korea 0.01%
Taiwan 0.01%
0.00%
Unidentified Region 5.11%

Bond Credit Quality Exposure

AAA 0.00%
AA 29.65%
A 0.01%
BBB 0.28%
BB 7.71%
B 6.21%
Below B 0.09%
    CCC 0.00%
    CC 0.00%
    C 0.09%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 56.05%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
18.88%
Materials
7.15%
Consumer Discretionary
8.19%
Financials
1.65%
Real Estate
1.89%
Sensitive
60.05%
Communication Services
6.09%
Energy
23.06%
Industrials
11.52%
Information Technology
19.39%
Defensive
17.58%
Consumer Staples
1.62%
Health Care
12.16%
Utilities
3.80%
Not Classified
3.50%
Non Classified Equity
0.19%
Not Classified - Non Equity
3.31%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 83.65%
Corporate 4.61%
Securitized 0.67%
Municipal 0.00%
Other 11.06%
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Bond Maturity Exposure

Short Term
54.35%
Less than 1 Year
54.35%
Intermediate
15.31%
1 to 3 Years
2.10%
3 to 5 Years
10.52%
5 to 10 Years
2.69%
Long Term
30.32%
10 to 20 Years
0.67%
20 to 30 Years
29.65%
Over 30 Years
0.00%
Other
0.02%
As of March 31, 2026
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