Asset Allocation

As of February 28, 2026.
Type % Net
Cash 12.70%
Stock 30.49%
Bond 56.09%
Convertible 0.00%
Preferred 0.36%
Other 0.35%
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Market Capitalization

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

% Developed Markets: 64.68%    % Emerging Markets: 1.41%    % Unidentified Markets: 33.91%

Americas 61.02%
59.24%
Canada 4.77%
United States 54.46%
1.78%
Brazil 1.04%
Colombia 0.32%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.36%
United Kingdom 0.67%
3.69%
Denmark 0.06%
Finland 0.01%
France 0.93%
Germany 1.17%
Ireland 0.12%
Netherlands 0.83%
Norway 0.09%
Sweden 0.17%
Switzerland 0.06%
0.00%
0.01%
Israel 0.01%
Greater Asia 0.71%
Japan 0.11%
0.30%
Australia 0.27%
0.30%
Hong Kong 0.09%
Singapore 0.20%
0.00%
Unidentified Region 33.91%

Bond Credit Quality Exposure

AAA 0.15%
AA 19.24%
A 4.68%
BBB 15.07%
BB 28.08%
B 17.98%
Below B 7.03%
    CCC 6.95%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.09%
Not Rated 0.06%
Not Available 7.72%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical --
Materials --
Consumer Discretionary --
Financials --
Real Estate --
Sensitive --
Communication Services --
Energy --
Industrials --
Information Technology --
Defensive --
Consumer Staples --
Health Care --
Utilities --
Not Classified --
Non Classified Equity --
Not Classified - Non Equity --
No Data Available
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 23.81%
Corporate 68.41%
Securitized 3.52%
Municipal 0.60%
Other 3.66%
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Bond Maturity Exposure

Short Term
3.96%
Less than 1 Year
3.96%
Intermediate
68.47%
1 to 3 Years
11.40%
3 to 5 Years
25.89%
5 to 10 Years
31.17%
Long Term
26.01%
10 to 20 Years
1.28%
20 to 30 Years
23.79%
Over 30 Years
0.95%
Other
1.56%
As of February 28, 2026
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