Asset Allocation

As of March 31, 2026.
Type % Net
Cash 3.73%
Stock 0.29%
Bond 95.06%
Convertible 0.00%
Preferred 0.04%
Other 0.88%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 81.29%
Corporate 12.84%
Securitized 0.54%
Municipal 1.30%
Other 4.03%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 86.17%    % Emerging Markets: 10.62%    % Unidentified Markets: 3.20%

Americas 60.14%
49.36%
Canada 14.87%
United States 34.48%
10.78%
Brazil 4.57%
Chile 1.92%
Colombia 2.11%
Mexico 1.99%
Peru 0.02%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.24%
United Kingdom 4.38%
16.85%
Austria 0.02%
Belgium 0.02%
Finland 0.02%
France 0.50%
Germany 8.92%
Ireland 0.83%
Italy 0.00%
Netherlands 0.01%
Norway -0.24%
Spain 4.28%
Sweden 1.50%
Switzerland 0.97%
0.00%
Czech Republic 0.00%
0.00%
Saudi Arabia 0.00%
Greater Asia 15.42%
Japan 2.90%
11.70%
Australia 6.76%
0.81%
Hong Kong 0.79%
Singapore 0.00%
South Korea 0.02%
0.02%
China 0.02%
Unidentified Region 3.20%

Bond Credit Quality Exposure

AAA 30.22%
AA 37.59%
A 3.97%
BBB 6.52%
BB 10.78%
B 0.71%
Below B 0.10%
    CCC 0.02%
    CC 0.00%
    C 0.09%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.02%
Not Available 10.09%
Short Term 0.00%
As of March 31, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
2.28%
Less than 1 Year
2.28%
Intermediate
79.03%
1 to 3 Years
19.64%
3 to 5 Years
13.44%
5 to 10 Years
45.94%
Long Term
18.67%
10 to 20 Years
2.94%
20 to 30 Years
13.60%
Over 30 Years
2.13%
Other
0.02%
As of March 31, 2026
View Bond Maturity Exposure
Start Trial