Asset Allocation

As of February 28, 2026.
Type % Net
Cash -1.26%
Stock 0.30%
Bond 98.22%
Convertible 0.00%
Preferred 0.00%
Other 2.74%
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 0.00%
Corporate 74.88%
Securitized 18.73%
Municipal 0.00%
Other 6.39%
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Region Exposure

% Developed Markets: 92.99%    % Emerging Markets: 0.24%    % Unidentified Markets: 6.77%

Americas 88.65%
88.32%
United States 88.32%
0.34%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.61%
United Kingdom 0.55%
3.06%
Denmark 0.53%
France 0.39%
Ireland 0.15%
Italy 0.12%
Netherlands 0.09%
0.00%
0.00%
Greater Asia 0.97%
Japan 0.00%
0.97%
Australia 0.97%
0.00%
0.00%
Unidentified Region 6.77%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.03%
BBB 1.24%
BB 37.55%
B 25.49%
Below B 14.17%
    CCC 14.17%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 21.51%
Short Term 0.00%
As of February 28, 2026
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Bond Maturity Exposure

Short Term
0.04%
Less than 1 Year
0.04%
Intermediate
73.86%
1 to 3 Years
5.76%
3 to 5 Years
32.02%
5 to 10 Years
36.08%
Long Term
19.76%
10 to 20 Years
0.01%
20 to 30 Years
19.76%
Over 30 Years
0.00%
Other
6.34%
As of February 28, 2026
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