Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.03%
Stock 44.15%
Bond 54.78%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

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

% Developed Markets: 99.39%    % Emerging Markets: 0.67%    % Unidentified Markets: -0.07%

Americas 92.92%
92.75%
Canada 72.13%
United States 20.63%
0.17%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.24%
United Kingdom 1.47%
4.77%
Denmark 0.18%
France 2.46%
Germany 0.66%
Ireland 0.25%
Italy 0.01%
Netherlands 0.81%
Norway 0.09%
Spain 0.07%
Sweden 0.06%
Switzerland 0.19%
0.00%
0.00%
Greater Asia 0.90%
Japan 0.19%
0.04%
Australia 0.04%
0.01%
Taiwan 0.01%
0.65%
China 0.43%
India 0.22%
Unidentified Region -0.07%

Bond Credit Quality Exposure

AAA 13.91%
AA 10.23%
A 17.35%
BBB 35.50%
BB 6.10%
B 3.80%
Below B 0.49%
    CCC 0.44%
    CC 0.00%
    C 0.05%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.58%
Not Available 12.03%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
18.83%
Materials
3.73%
Consumer Discretionary
3.45%
Financials
10.75%
Real Estate
0.89%
Sensitive
19.38%
Communication Services
1.63%
Energy
4.76%
Industrials
5.65%
Information Technology
7.35%
Defensive
8.82%
Consumer Staples
3.92%
Health Care
2.84%
Utilities
2.07%
Not Classified
52.97%
Non Classified Equity
1.13%
Not Classified - Non Equity
51.84%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 12.93%
Corporate 62.48%
Securitized 0.00%
Municipal 11.96%
Other 12.63%
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Bond Maturity Exposure

Short Term
2.19%
Less than 1 Year
2.19%
Intermediate
87.29%
1 to 3 Years
6.99%
3 to 5 Years
10.49%
5 to 10 Years
69.81%
Long Term
10.07%
10 to 20 Years
1.33%
20 to 30 Years
6.07%
Over 30 Years
2.67%
Other
0.45%
As of March 31, 2026
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