Asset Allocation

As of March 31, 2026.
Type % Net
Cash 5.06%
Stock 0.00%
Bond 94.59%
Convertible 0.00%
Preferred 0.00%
Other 0.36%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 14.67%
Corporate 21.26%
Securitized 64.07%
Municipal 0.00%
Other 0.00%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 75.22%    % Emerging Markets: 0.18%    % Unidentified Markets: 24.60%

Americas 73.49%
69.70%
Canada 0.06%
United States 69.64%
3.79%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.91%
United Kingdom 0.50%
1.41%
Germany 1.39%
Netherlands 0.02%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 24.60%

Bond Credit Quality Exposure

AAA 24.67%
AA 21.13%
A 9.67%
BBB 16.71%
BB 4.14%
B 1.74%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.27%
Not Available 20.66%
Short Term 0.00%
As of March 31, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.82%
Less than 1 Year
0.82%
Intermediate
43.18%
1 to 3 Years
14.21%
3 to 5 Years
10.12%
5 to 10 Years
18.85%
Long Term
56.00%
10 to 20 Years
21.42%
20 to 30 Years
28.21%
Over 30 Years
6.38%
Other
0.00%
As of March 31, 2026
View Bond Maturity Exposure
Start Trial