Asset Allocation

As of March 31, 2026.
Type % Net
Cash 84.00%
Stock 0.00%
Bond 12.31%
Convertible 0.00%
Preferred 3.70%
Other 0.00%
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 0.00%
Corporate 67.36%
Securitized 0.03%
Municipal 32.60%
Other 0.00%
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Region Exposure

% Developed Markets: 63.92%    % Emerging Markets: 0.00%    % Unidentified Markets: 36.08%

Americas 61.60%
61.60%
Canada 7.11%
United States 54.49%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.07%
United Kingdom 0.00%
1.07%
Germany 1.07%
0.00%
0.00%
Greater Asia 1.24%
Japan 0.00%
1.24%
Australia 1.24%
0.00%
0.00%
Unidentified Region 36.08%

Bond Credit Quality Exposure

AAA 4.02%
AA 3.81%
A 6.61%
BBB 0.00%
BB 0.00%
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 85.56%
Short Term 0.00%
As of March 31, 2026
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Bond Maturity Exposure

Short Term
27.60%
Less than 1 Year
27.60%
Intermediate
28.94%
1 to 3 Years
17.65%
3 to 5 Years
3.61%
5 to 10 Years
7.68%
Long Term
43.46%
10 to 20 Years
30.43%
20 to 30 Years
5.79%
Over 30 Years
7.24%
Other
0.00%
As of March 31, 2026
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