Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.15%
Stock 73.49%
Bond 21.81%
Convertible 0.00%
Preferred 1.93%
Other 0.62%
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Market Capitalization

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

% Developed Markets: 95.37%    % Emerging Markets: 2.36%    % Unidentified Markets: 2.26%

Americas 75.07%
73.12%
Canada 2.74%
United States 70.38%
1.95%
Brazil 0.10%
Chile 0.01%
Colombia 0.00%
Mexico 0.64%
Peru 0.01%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.13%
United Kingdom 4.30%
11.30%
Austria 0.01%
Belgium 0.17%
Denmark 0.07%
Finland 0.08%
France 2.06%
Germany 1.97%
Greece 0.01%
Ireland 1.79%
Italy 0.33%
Netherlands 1.45%
Norway 0.26%
Portugal 0.01%
Spain 0.76%
Sweden 0.27%
Switzerland 1.97%
0.04%
Czech Republic 0.00%
Poland 0.02%
Turkey 0.01%
0.49%
Egypt 0.00%
Israel 0.31%
Qatar 0.01%
Saudi Arabia 0.06%
South Africa 0.06%
United Arab Emirates 0.03%
Greater Asia 6.53%
Japan 3.09%
0.30%
Australia 0.29%
1.88%
Hong Kong 0.48%
Singapore 0.21%
South Korea 0.75%
Taiwan 0.45%
1.26%
China 0.40%
India 0.42%
Indonesia 0.19%
Malaysia 0.02%
Philippines 0.10%
Thailand 0.13%
Unidentified Region 2.26%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Stock Sector Exposure

Cyclical
26.88%
Materials
3.08%
Consumer Discretionary
7.25%
Financials
15.32%
Real Estate
1.24%
Sensitive
30.83%
Communication Services
2.96%
Energy
3.31%
Industrials
11.32%
Information Technology
13.24%
Defensive
15.24%
Consumer Staples
4.26%
Health Care
9.57%
Utilities
1.42%
Not Classified
0.40%
Non Classified Equity
0.40%
As of March 31, 2026
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 25.08%
Corporate 30.79%
Securitized 18.52%
Municipal 0.00%
Other 25.61%
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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