Asset Allocation

As of December 31, 2025.
Type % Net
Cash 21.05%
Stock 10.34%
Bond 68.78%
Convertible 0.00%
Preferred 0.00%
Other -0.16%
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Market Capitalization

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

% Developed Markets: 119.7%    % Emerging Markets: 12.82%    % Unidentified Markets: -32.49%

Americas 125.0%
113.1%
Canada 0.21%
United States 112.9%
11.81%
Brazil 1.69%
Chile 0.75%
Colombia 2.06%
Mexico 1.27%
Peru 3.49%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.21%
United Kingdom 0.51%
3.25%
France 0.00%
Ireland 2.32%
Netherlands 0.46%
Sweden 0.00%
Switzerland 0.03%
0.88%
Poland 0.46%
Turkey 0.18%
2.56%
Egypt 0.15%
South Africa 2.26%
Greater Asia 0.32%
Japan 0.31%
0.00%
Australia 0.00%
0.01%
Singapore 0.01%
0.00%
Unidentified Region -32.49%

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
16.07%
Materials
1.07%
Consumer Discretionary
6.18%
Financials
7.78%
Real Estate
1.04%
Sensitive
32.71%
Communication Services
6.18%
Energy
1.64%
Industrials
4.61%
Information Technology
20.28%
Defensive
9.58%
Consumer Staples
2.66%
Health Care
5.60%
Utilities
1.31%
Not Classified
41.64%
Non Classified Equity
0.08%
Not Classified - Non Equity
41.56%
As of December 31, 2025
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 22.98%
Corporate 3.96%
Securitized 73.06%
Municipal 0.00%
Other 0.00%
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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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