Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.36%
Stock 0.00%
Bond 90.80%
Convertible 0.00%
Preferred 1.58%
Other 7.26%
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 28.01%
Corporate 38.89%
Securitized 24.01%
Municipal 0.00%
Other 9.09%
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Region Exposure

% Developed Markets: 82.71%    % Emerging Markets: 2.99%    % Unidentified Markets: 14.30%

Americas 53.00%
52.75%
Canada 12.17%
United States 40.58%
0.25%
Brazil 0.04%
Chile 0.07%
Mexico 0.13%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.69%
United Kingdom 6.95%
18.27%
Finland 0.08%
France 4.28%
Germany 7.17%
Ireland 0.44%
Netherlands 4.23%
Spain 0.70%
Switzerland 0.24%
0.00%
0.47%
Saudi Arabia 0.47%
Greater Asia 7.01%
Japan 4.68%
1.78%
Australia 1.73%
0.55%
Hong Kong 0.24%
South Korea 0.31%
0.00%
Unidentified Region 14.30%

Bond Credit Quality Exposure

AAA 20.32%
AA 16.01%
A 14.79%
BBB 17.00%
BB 9.81%
B 0.92%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 4.01%
Not Available 17.15%
Short Term 0.00%
As of February 28, 2026
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Bond Maturity Exposure

Short Term
2.83%
Less than 1 Year
2.83%
Intermediate
43.41%
1 to 3 Years
5.26%
3 to 5 Years
11.94%
5 to 10 Years
26.21%
Long Term
46.54%
10 to 20 Years
10.78%
20 to 30 Years
20.36%
Over 30 Years
15.40%
Other
7.22%
As of February 28, 2026
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