Asset Allocation

As of March 31, 2026.
Type % Net
Cash -0.00%
Stock 0.00%
Bond 95.11%
Convertible 0.00%
Preferred 0.00%
Other 4.89%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 50.17%
Corporate 26.15%
Securitized 22.60%
Municipal 0.70%
Other 0.38%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 98.15%    % Emerging Markets: 1.43%    % Unidentified Markets: 0.41%

Americas 95.87%
95.27%
Canada 0.85%
United States 94.42%
0.61%
Brazil 0.02%
Mexico 0.24%
Peru 0.10%
Venezuela 0.05%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.22%
United Kingdom 0.78%
1.10%
Finland 0.05%
France 0.12%
Germany 0.25%
Ireland 0.15%
Netherlands 0.12%
Norway 0.04%
Spain 0.09%
Switzerland 0.05%
0.20%
Poland 0.16%
0.14%
Israel 0.09%
Greater Asia 1.49%
Japan 0.56%
0.18%
Australia 0.18%
0.22%
Singapore 0.14%
South Korea 0.07%
0.53%
China 0.02%
Indonesia 0.12%
Philippines 0.39%
Unidentified Region 0.41%

Bond Credit Quality Exposure

AAA 2.91%
AA 64.54%
A 10.64%
BBB 12.30%
BB 0.18%
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 9.43%
Short Term 0.00%
As of March 31, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.01%
Less than 1 Year
0.01%
Intermediate
57.48%
1 to 3 Years
21.63%
3 to 5 Years
18.14%
5 to 10 Years
17.72%
Long Term
42.17%
10 to 20 Years
14.19%
20 to 30 Years
27.08%
Over 30 Years
0.90%
Other
0.34%
As of March 31, 2026
View Bond Maturity Exposure
Start Trial