Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.01%
Stock 1.66%
Bond 97.05%
Convertible 0.00%
Preferred 0.10%
Other -0.81%
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 1.92%
Corporate 77.91%
Securitized 0.00%
Municipal 0.00%
Other 20.17%
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Region Exposure

% Developed Markets: 78.14%    % Emerging Markets: 0.32%    % Unidentified Markets: 21.54%

Americas 72.62%
71.29%
Canada 1.46%
United States 69.83%
1.33%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.23%
United Kingdom 2.09%
2.14%
Denmark 0.24%
France 0.35%
Germany 0.38%
Ireland 0.25%
Italy 0.65%
Netherlands 0.13%
0.00%
0.00%
Greater Asia 1.62%
Japan 0.34%
0.64%
Australia 0.64%
0.64%
Hong Kong 0.35%
0.00%
Unidentified Region 21.54%

Bond Credit Quality Exposure

AAA 0.00%
AA 1.15%
A 0.00%
BBB 2.75%
BB 30.25%
B 29.33%
Below B 8.53%
    CCC 7.91%
    CC 0.14%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.48%
Not Rated 0.28%
Not Available 27.71%
Short Term 0.00%
As of March 31, 2026
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Bond Maturity Exposure

Short Term
3.95%
Less than 1 Year
3.95%
Intermediate
93.06%
1 to 3 Years
16.65%
3 to 5 Years
34.08%
5 to 10 Years
42.32%
Long Term
2.42%
10 to 20 Years
0.99%
20 to 30 Years
0.76%
Over 30 Years
0.67%
Other
0.57%
As of March 31, 2026
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