Asset Allocation

As of February 28, 2026.
Type % Net
Cash 13.47%
Stock 84.68%
Bond 8.37%
Convertible 0.00%
Preferred 0.64%
Other -7.16%
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Market Capitalization

As of February 28, 2026
Large 77.46%
Mid 13.91%
Small 8.62%
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Region Exposure

% Developed Markets: 81.04%    % Emerging Markets: 15.21%    % Unidentified Markets: 3.75%

Americas 11.89%
9.62%
Canada 0.06%
United States 9.55%
2.27%
Brazil 1.54%
Chile 0.12%
Colombia 0.10%
Mexico 0.40%
Peru 0.08%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 38.33%
United Kingdom 7.77%
26.74%
Austria 0.17%
Belgium 0.45%
Denmark 0.58%
Finland 0.54%
France 4.01%
Germany 4.59%
Greece 0.23%
Ireland 0.67%
Italy 2.81%
Netherlands 3.51%
Norway 0.27%
Portugal 0.38%
Spain 2.06%
Sweden 1.67%
Switzerland 4.68%
0.67%
Czech Republic 0.12%
Poland 0.25%
Turkey 0.11%
3.14%
Egypt 0.02%
Israel 0.82%
Qatar 0.15%
Saudi Arabia 0.56%
South Africa 0.83%
United Arab Emirates 0.70%
Greater Asia 46.03%
Japan 14.24%
4.31%
Australia 4.29%
16.59%
Hong Kong 2.17%
Singapore 1.04%
South Korea 5.52%
Taiwan 7.87%
10.89%
China 5.90%
India 3.95%
Indonesia 0.05%
Malaysia 0.15%
Philippines 0.07%
Thailand 0.77%
Unidentified Region 3.75%

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
36.65%
Materials
6.66%
Consumer Discretionary
6.20%
Financials
22.31%
Real Estate
1.48%
Sensitive
37.17%
Communication Services
4.71%
Energy
3.34%
Industrials
14.43%
Information Technology
14.69%
Defensive
12.00%
Consumer Staples
2.91%
Health Care
6.60%
Utilities
2.50%
Not Classified
14.17%
Non Classified Equity
0.64%
Not Classified - Non Equity
13.53%
As of February 28, 2026
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 99.79%
Corporate 0.21%
Securitized 0.00%
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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