Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.38%
Stock 0.28%
Bond 95.61%
Convertible 0.00%
Preferred 0.41%
Other 2.32%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 0.00%
Corporate 95.33%
Securitized 0.00%
Municipal 0.00%
Other 4.67%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 94.44%    % Emerging Markets: 0.13%    % Unidentified Markets: 5.44%

Americas 83.29%
82.49%
Canada 2.10%
United States 80.39%
0.80%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.83%
United Kingdom 3.08%
6.75%
Denmark 0.19%
France 2.27%
Ireland 0.15%
Netherlands 1.99%
Spain 0.38%
0.00%
0.00%
Greater Asia 1.44%
Japan 1.00%
0.44%
Australia 0.44%
0.00%
0.00%
Unidentified Region 5.44%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.00%
BBB 3.43%
BB 40.96%
B 42.72%
Below B 9.65%
    CCC 9.65%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 3.24%
Short Term 0.00%
As of March 31, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.14%
Less than 1 Year
0.14%
Intermediate
99.00%
1 to 3 Years
12.85%
3 to 5 Years
46.48%
5 to 10 Years
39.67%
Long Term
0.59%
10 to 20 Years
0.35%
20 to 30 Years
0.03%
Over 30 Years
0.21%
Other
0.27%
As of March 31, 2026
View Bond Maturity Exposure
Start Trial