Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.53%
Stock 0.00%
Bond 96.91%
Convertible 0.00%
Preferred 0.00%
Other 0.56%
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 1.95%
Corporate 0.37%
Securitized 0.14%
Municipal 97.54%
Other 0.01%
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Region Exposure

% Developed Markets: 96.61%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.39%

Americas 96.55%
94.56%
United States 94.56%
2.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.06%
Japan 0.00%
0.00%
0.06%
0.00%
Unidentified Region 3.39%

Bond Credit Quality Exposure

AAA 8.04%
AA 41.28%
A 23.56%
BBB 10.61%
BB 3.28%
B 0.43%
Below B 0.17%
    CCC 0.14%
    CC 0.03%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.54%
Not Available 11.08%
Short Term 0.00%
As of February 28, 2026
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Bond Maturity Exposure

Short Term
2.65%
Less than 1 Year
2.65%
Intermediate
16.03%
1 to 3 Years
2.49%
3 to 5 Years
2.71%
5 to 10 Years
10.83%
Long Term
81.33%
10 to 20 Years
34.04%
20 to 30 Years
41.21%
Over 30 Years
6.08%
Other
0.00%
As of February 28, 2026
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