Asset Allocation

As of March 31, 2026.
Type % Net
Cash 2.67%
Stock 0.00%
Bond 97.80%
Convertible 0.00%
Preferred 0.00%
Other -0.46%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of March 31, 2026
Type % Net
Government -92.54%
Corporate 159.1%
Securitized 2.90%
Municipal -3.19%
Other 33.74%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 99.23%    % Emerging Markets: 0.31%    % Unidentified Markets: 0.45%

Americas 93.54%
91.06%
Canada 78.67%
United States 12.39%
2.48%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.90%
United Kingdom 2.12%
3.78%
Ireland 3.78%
0.00%
0.00%
Greater Asia 0.10%
Japan 0.00%
0.00%
0.10%
Singapore 0.10%
0.00%
Unidentified Region 0.45%

Bond Credit Quality Exposure

AAA -74.70%
AA -15.96%
A 18.59%
BBB 115.7%
BB 2.26%
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 9.87%
Not Available 44.20%
Short Term 0.00%
As of March 31, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
25.21%
Less than 1 Year
25.21%
Intermediate
63.73%
1 to 3 Years
44.59%
3 to 5 Years
10.77%
5 to 10 Years
8.37%
Long Term
11.06%
10 to 20 Years
6.31%
20 to 30 Years
0.46%
Over 30 Years
4.28%
Other
0.00%
As of March 31, 2026
View Bond Maturity Exposure
Start Trial