Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.17%
Stock 64.12%
Bond 35.04%
Convertible 0.00%
Preferred 0.00%
Other 0.67%
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Market Capitalization

As of February 28, 2026
Large 63.10%
Mid 24.05%
Small 12.86%
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Region Exposure

% Developed Markets: 97.89%    % Emerging Markets: 0.48%    % Unidentified Markets: 1.63%

Americas 90.46%
90.26%
Canada 0.08%
United States 90.18%
0.19%
Mexico 0.19%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.75%
United Kingdom 1.84%
5.41%
France 0.28%
Ireland 1.84%
Netherlands 1.07%
Spain 1.08%
Switzerland 0.65%
0.00%
0.51%
Israel 0.24%
Qatar 0.06%
Saudi Arabia 0.21%
Greater Asia 0.16%
Japan 0.00%
0.16%
Australia 0.16%
0.00%
0.00%
Unidentified Region 1.63%

Bond Credit Quality Exposure

AAA 4.62%
AA 59.24%
A 13.59%
BBB 16.67%
BB 0.00%
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 0.00%
Not Available 5.88%
Short Term 0.00%
As of February 28, 2026
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Stock Sector Exposure

Cyclical
25.00%
Materials
0.00%
Consumer Discretionary
5.98%
Financials
16.87%
Real Estate
2.14%
Sensitive
57.97%
Communication Services
8.08%
Energy
4.28%
Industrials
10.80%
Information Technology
34.81%
Defensive
17.04%
Consumer Staples
2.73%
Health Care
12.93%
Utilities
1.37%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 61.75%
Corporate 29.29%
Securitized 6.93%
Municipal 1.65%
Other 0.38%
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Bond Maturity Exposure

Short Term
0.35%
Less than 1 Year
0.35%
Intermediate
67.23%
1 to 3 Years
19.27%
3 to 5 Years
28.88%
5 to 10 Years
19.08%
Long Term
32.04%
10 to 20 Years
17.34%
20 to 30 Years
12.28%
Over 30 Years
2.42%
Other
0.38%
As of February 28, 2026
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