Asset Allocation

As of April 30, 2026.
Type % Net
Cash 3.20%
Stock 0.00%
Bond 97.84%
Convertible 0.00%
Preferred 0.00%
Other -1.05%
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Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 25.53%
Corporate 35.47%
Securitized 37.98%
Municipal 1.01%
Other 0.00%
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Region Exposure

% Developed Markets: 98.84%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.16%

Americas 83.73%
83.73%
United States 83.73%
0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.11%
United Kingdom 2.52%
12.59%
Austria 0.50%
France 3.54%
Ireland 1.51%
Italy 0.96%
Norway 0.50%
Spain 0.50%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.16%

Bond Credit Quality Exposure

AAA 8.84%
AA 29.15%
A 4.10%
BBB 22.99%
BB 2.95%
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 4.04%
Not Available 27.92%
Short Term 0.00%
As of April 30, 2026
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Bond Maturity Exposure

Short Term
7.44%
Less than 1 Year
7.44%
Intermediate
52.40%
1 to 3 Years
13.10%
3 to 5 Years
13.00%
5 to 10 Years
26.30%
Long Term
39.66%
10 to 20 Years
6.62%
20 to 30 Years
33.04%
Over 30 Years
0.01%
Other
0.49%
As of April 30, 2026
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