Asset Allocation

As of February 28, 2026.
Type % Net
Cash 1.33%
Stock 0.00%
Bond 98.06%
Convertible 0.00%
Preferred 0.00%
Other 0.61%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 26.30%
Corporate 45.69%
Securitized 27.20%
Municipal 0.61%
Other 0.20%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 93.09%    % Emerging Markets: 0.77%    % Unidentified Markets: 6.14%

Americas 80.83%
80.13%
Canada 1.60%
United States 78.53%
0.70%
Brazil 0.26%
Chile 0.05%
Mexico 0.37%
Peru 0.02%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.50%
United Kingdom 3.74%
6.73%
Belgium 0.13%
Denmark 0.18%
France 1.82%
Germany 0.04%
Ireland 1.18%
Italy 0.09%
Netherlands 1.00%
Norway 0.51%
Spain 0.40%
Sweden 0.15%
Switzerland 0.41%
0.03%
Poland 0.03%
0.00%
Greater Asia 2.52%
Japan 0.70%
1.53%
Australia 1.53%
0.24%
Singapore 0.06%
South Korea 0.18%
0.04%
India 0.04%
Unidentified Region 6.14%

Bond Credit Quality Exposure

AAA 11.45%
AA 31.47%
A 10.92%
BBB 31.23%
BB 3.20%
B 0.25%
Below B 0.07%
    CCC 0.04%
    CC 0.01%
    C 0.01%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.05%
Not Available 11.36%
Short Term 0.00%
As of February 28, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
2.43%
Less than 1 Year
2.43%
Intermediate
52.16%
1 to 3 Years
13.00%
3 to 5 Years
17.03%
5 to 10 Years
22.13%
Long Term
45.40%
10 to 20 Years
19.35%
20 to 30 Years
18.56%
Over 30 Years
7.49%
Other
0.01%
As of February 28, 2026
View Bond Maturity Exposure
Start Trial