Asset Allocation

As of March 31, 2026.
Type % Net
Cash 12.54%
Stock 6.24%
Bond 80.19%
Convertible 0.00%
Preferred 0.00%
Other 1.02%
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Market Capitalization

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

% Developed Markets: 10.90%    % Emerging Markets: 0.00%    % Unidentified Markets: 89.10%

Americas 10.90%
10.90%
United States 10.90%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 89.10%

Bond Credit Quality Exposure

AAA 2.72%
AA 0.73%
A 0.00%
BBB 0.77%
BB 7.98%
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 2.97%
Not Available 84.83%
Short Term 0.00%
As of March 31, 2026
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Stock Sector Exposure

Cyclical --
Materials --
Consumer Discretionary --
Financials --
Real Estate --
Sensitive --
Communication Services --
Energy --
Industrials --
Information Technology --
Defensive --
Consumer Staples --
Health Care --
Utilities --
Not Classified --
Non Classified Equity --
Not Classified - Non Equity --
No Data Available
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 0.00%
Corporate 0.00%
Securitized 47.49%
Municipal 0.00%
Other 52.51%
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Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
45.07%
1 to 3 Years
6.89%
3 to 5 Years
12.87%
5 to 10 Years
25.31%
Long Term
8.52%
10 to 20 Years
3.20%
20 to 30 Years
5.32%
Over 30 Years
0.00%
Other
46.41%
As of March 31, 2026
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