Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.66%
Stock 0.00%
Bond 99.18%
Convertible 0.00%
Preferred 0.00%
Other 0.16%
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 1.58%
Corporate 50.64%
Securitized 0.00%
Municipal 44.62%
Other 3.16%
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Region Exposure

% Developed Markets: 97.26%    % Emerging Markets: 1.56%    % Unidentified Markets: 1.18%

Americas 86.66%
84.26%
Canada 0.99%
United States 83.27%
2.40%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.60%
United Kingdom 6.06%
4.53%
Denmark 0.00%
Ireland 1.83%
Netherlands 2.66%
Norway 0.02%
Switzerland 0.02%
0.00%
0.00%
Greater Asia 1.56%
Japan 0.00%
0.00%
0.00%
1.56%
Unidentified Region 1.18%

Bond Credit Quality Exposure

AAA 1.95%
AA 17.28%
A 8.49%
BBB 28.70%
BB 21.03%
B 14.04%
Below B 1.84%
    CCC 1.84%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 6.67%
Short Term 0.00%
As of March 31, 2026
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Bond Maturity Exposure

Short Term
10.24%
Less than 1 Year
10.24%
Intermediate
35.45%
1 to 3 Years
8.63%
3 to 5 Years
10.65%
5 to 10 Years
16.18%
Long Term
54.31%
10 to 20 Years
12.80%
20 to 30 Years
27.14%
Over 30 Years
14.37%
Other
0.00%
As of March 31, 2026
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