Asset Allocation

As of March 31, 2026.
Type % Net
Cash 8.56%
Stock 0.37%
Bond 95.49%
Convertible 0.00%
Preferred 0.59%
Other -5.01%
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 4.71%
Corporate 74.13%
Securitized 16.32%
Municipal 0.00%
Other 4.84%
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Region Exposure

% Developed Markets: 73.94%    % Emerging Markets: 8.19%    % Unidentified Markets: 17.87%

Americas 69.48%
61.60%
Canada 2.34%
United States 59.26%
7.88%
Argentina 0.81%
Brazil 0.19%
Colombia 0.44%
Mexico 0.59%
Peru 0.14%
Venezuela 0.20%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.55%
United Kingdom 2.98%
5.17%
Austria 0.11%
Denmark 0.24%
France 1.30%
Germany 1.10%
Ireland 0.60%
Netherlands 0.08%
Spain 0.12%
Switzerland 0.30%
0.85%
Turkey 0.55%
2.55%
Egypt 0.18%
Israel 0.27%
Nigeria 0.14%
South Africa 0.16%
United Arab Emirates 0.18%
Greater Asia 1.09%
Japan 0.00%
0.10%
Australia 0.10%
0.08%
0.91%
India 0.34%
Indonesia 0.13%
Pakistan 0.12%
Unidentified Region 17.87%

Bond Credit Quality Exposure

AAA 0.50%
AA 0.00%
A 0.28%
BBB 7.56%
BB 40.82%
B 31.12%
Below B 6.44%
    CCC 5.76%
    CC 0.15%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.53%
Not Rated 4.09%
Not Available 9.19%
Short Term 0.00%
As of March 31, 2026
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Bond Maturity Exposure

Short Term
0.71%
Less than 1 Year
0.71%
Intermediate
73.03%
1 to 3 Years
8.27%
3 to 5 Years
22.36%
5 to 10 Years
42.40%
Long Term
22.68%
10 to 20 Years
11.08%
20 to 30 Years
8.34%
Over 30 Years
3.27%
Other
3.58%
As of March 31, 2026
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