Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.93%
Stock 0.00%
Bond 98.20%
Convertible 0.00%
Preferred 0.00%
Other 0.87%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 24.62%
Corporate 47.67%
Securitized 26.97%
Municipal 0.61%
Other 0.13%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 92.80%    % Emerging Markets: 0.78%    % Unidentified Markets: 6.42%

Americas 80.22%
79.51%
Canada 1.81%
United States 77.70%
0.71%
Brazil 0.27%
Chile 0.05%
Mexico 0.37%
Peru 0.02%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.69%
United Kingdom 3.84%
6.82%
Belgium 0.14%
Denmark 0.21%
France 2.01%
Germany 0.04%
Ireland 1.19%
Italy 0.09%
Netherlands 0.95%
Norway 0.57%
Spain 0.40%
Sweden 0.20%
Switzerland 0.41%
0.03%
Poland 0.03%
0.00%
Greater Asia 2.67%
Japan 0.79%
1.55%
Australia 1.55%
0.30%
Singapore 0.08%
South Korea 0.22%
0.04%
India 0.04%
Unidentified Region 6.42%

Bond Credit Quality Exposure

AAA 11.64%
AA 29.19%
A 11.90%
BBB 31.88%
BB 3.53%
B 0.25%
Below B 0.06%
    CCC 0.03%
    CC 0.01%
    C 0.01%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.05%
Not Available 11.50%
Short Term 0.00%
As of April 30, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
2.66%
Less than 1 Year
2.66%
Intermediate
51.96%
1 to 3 Years
14.06%
3 to 5 Years
16.83%
5 to 10 Years
21.07%
Long Term
45.38%
10 to 20 Years
19.15%
20 to 30 Years
18.46%
Over 30 Years
7.77%
Other
0.00%
As of April 30, 2026
View Bond Maturity Exposure
Start Trial