Asset Allocation

As of April 30, 2026.
Type % Net
Cash 3.14%
Stock 0.00%
Bond 96.41%
Convertible 0.00%
Preferred 0.00%
Other 0.45%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 23.83%
Corporate 54.32%
Securitized 21.10%
Municipal 0.53%
Other 0.22%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 94.43%    % Emerging Markets: 0.00%    % Unidentified Markets: 5.57%

Americas 83.16%
83.16%
Canada 3.25%
United States 79.91%
0.00%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.11%
United Kingdom 4.16%
5.95%
Denmark 0.20%
France 1.54%
Germany 0.75%
Ireland 1.30%
Netherlands 1.43%
Norway 0.30%
Spain 0.29%
Switzerland 0.15%
0.00%
0.00%
Greater Asia 1.16%
Japan 0.18%
0.59%
Australia 0.59%
0.39%
South Korea 0.39%
0.00%
Unidentified Region 5.57%

Bond Credit Quality Exposure

AAA 20.19%
AA 23.64%
A 9.11%
BBB 42.60%
BB 2.70%
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 0.00%
Not Available 1.77%
Short Term 0.00%
As of April 30, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
56.27%
Less than 1 Year
56.27%
Intermediate
32.54%
1 to 3 Years
29.13%
3 to 5 Years
2.20%
5 to 10 Years
1.21%
Long Term
11.19%
10 to 20 Years
0.26%
20 to 30 Years
10.58%
Over 30 Years
0.34%
Other
0.00%
As of April 30, 2026
View Bond Maturity Exposure
Start Trial