Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.90%
Stock 57.06%
Bond 40.90%
Convertible 0.01%
Preferred 0.00%
Other 1.14%
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Market Capitalization

As of March 31, 2026
Large 75.30%
Mid 14.51%
Small 10.20%
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Region Exposure

% Developed Markets: 89.97%    % Emerging Markets: 3.88%    % Unidentified Markets: 6.15%

Americas 80.52%
76.91%
Canada 1.59%
United States 75.33%
3.61%
Brazil 1.92%
Chile 0.31%
Mexico 0.22%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.38%
United Kingdom 2.39%
6.99%
France 2.47%
Germany 1.06%
Ireland 1.26%
Netherlands 0.78%
Sweden 0.10%
0.00%
0.00%
Greater Asia 3.95%
Japan 0.91%
0.48%
Australia 0.48%
2.07%
Taiwan 2.07%
0.49%
China 0.49%
Unidentified Region 6.15%

Bond Credit Quality Exposure

AAA 11.01%
AA 46.05%
A 14.70%
BBB 14.30%
BB 0.35%
B 0.00%
Below B 1.27%
    CCC 0.00%
    CC 0.00%
    C 1.27%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.38%
Not Available 11.93%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical
37.64%
Materials
5.77%
Consumer Discretionary
12.03%
Financials
16.47%
Real Estate
3.38%
Sensitive
48.04%
Communication Services
9.36%
Energy
0.00%
Industrials
11.79%
Information Technology
26.89%
Defensive
11.08%
Consumer Staples
0.00%
Health Care
10.17%
Utilities
0.91%
Not Classified
3.24%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.24%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 41.28%
Corporate 24.27%
Securitized 33.50%
Municipal 0.63%
Other 0.32%
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Bond Maturity Exposure

Short Term
4.63%
Less than 1 Year
4.63%
Intermediate
39.45%
1 to 3 Years
3.81%
3 to 5 Years
8.16%
5 to 10 Years
27.48%
Long Term
55.61%
10 to 20 Years
17.21%
20 to 30 Years
30.37%
Over 30 Years
8.02%
Other
0.32%
As of March 31, 2026
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