Asset Allocation

As of February 28, 2026.
Type % Net
Cash 9.32%
Stock 19.89%
Bond 66.15%
Convertible 0.00%
Preferred 1.32%
Other 3.32%
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Market Capitalization

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

% Developed Markets: 82.89%    % Emerging Markets: 0.49%    % Unidentified Markets: 16.61%

Americas 75.95%
74.92%
Canada 1.84%
United States 73.08%
1.03%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.14%
United Kingdom 1.72%
3.33%
Austria 0.00%
Denmark 0.01%
Finland 0.00%
France 1.07%
Germany 0.22%
Greece 0.00%
Ireland 1.16%
Italy 0.01%
Netherlands 0.63%
Norway 0.00%
Spain 0.03%
Switzerland 0.00%
0.00%
0.09%
Israel 0.09%
Greater Asia 2.30%
Japan 0.03%
0.50%
Australia 0.50%
1.39%
Hong Kong 0.00%
Singapore 0.24%
Taiwan 1.15%
0.38%
China 0.38%
Unidentified Region 16.61%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.01%
A 0.01%
BBB 7.13%
BB 32.58%
B 33.34%
Below B 6.88%
    CCC 6.77%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.10%
Not Rated 0.00%
Not Available 20.06%
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 12.21%
Corporate 79.88%
Securitized 0.39%
Municipal 0.00%
Other 7.52%
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Bond Maturity Exposure

Short Term
13.47%
Less than 1 Year
13.47%
Intermediate
81.08%
1 to 3 Years
18.96%
3 to 5 Years
37.53%
5 to 10 Years
24.59%
Long Term
2.35%
10 to 20 Years
0.55%
20 to 30 Years
1.12%
Over 30 Years
0.68%
Other
3.10%
As of February 28, 2026
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