Asset Allocation

As of April 30, 2026.
Type % Net
Cash 9.28%
Stock 2.87%
Bond 87.09%
Convertible 0.02%
Preferred 0.20%
Other 0.54%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 52.95%
Corporate 25.56%
Securitized 18.83%
Municipal 0.07%
Other 2.58%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 74.21%    % Emerging Markets: 13.50%    % Unidentified Markets: 12.29%

Americas 75.31%
69.51%
Canada 0.62%
United States 68.89%
5.80%
Argentina 0.44%
Brazil 0.86%
Chile 0.34%
Colombia 0.36%
Mexico 0.87%
Peru 0.49%
Venezuela 0.09%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.28%
United Kingdom 0.86%
1.75%
Austria 0.03%
Belgium 0.00%
Denmark 0.03%
Finland 0.00%
France 0.34%
Germany 0.09%
Greece 0.00%
Ireland 0.30%
Italy 0.07%
Netherlands 0.27%
Norway 0.01%
Spain 0.06%
Sweden 0.01%
Switzerland 0.03%
2.48%
Poland 0.47%
Russia 0.00%
Turkey 0.60%
4.19%
Egypt 0.67%
Israel 0.08%
Nigeria 0.41%
Saudi Arabia 0.39%
South Africa 0.65%
United Arab Emirates 0.20%
Greater Asia 3.12%
Japan 0.22%
0.17%
Australia 0.17%
0.34%
Hong Kong 0.10%
Singapore 0.05%
South Korea 0.00%
Taiwan 0.16%
2.39%
China 0.24%
India 0.22%
Indonesia 0.44%
Kazakhstan 0.32%
Malaysia 0.20%
Pakistan 0.05%
Philippines 0.34%
Unidentified Region 12.29%

Bond Credit Quality Exposure

AAA 3.33%
AA 28.67%
A 3.74%
BBB 7.97%
BB 12.40%
B 9.62%
Below B 2.99%
    CCC 2.64%
    CC 0.10%
    C 0.06%
    DDD 0.00%
    DD 0.00%
    D 0.19%
Not Rated 1.64%
Not Available 29.64%
Short Term 0.00%
As of April 30, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
22.09%
Less than 1 Year
22.09%
Intermediate
49.83%
1 to 3 Years
20.34%
3 to 5 Years
12.33%
5 to 10 Years
17.15%
Long Term
25.12%
10 to 20 Years
7.78%
20 to 30 Years
7.78%
Over 30 Years
9.57%
Other
2.97%
As of April 30, 2026
View Bond Maturity Exposure
Start Trial