Asset Allocation

As of February 28, 2026.
Type % Net
Cash 3.99%
Stock 0.00%
Bond 93.00%
Convertible 0.00%
Preferred 0.88%
Other 2.13%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 26.50%
Corporate 54.48%
Securitized 11.57%
Municipal 2.84%
Other 4.60%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 87.16%    % Emerging Markets: 6.42%    % Unidentified Markets: 6.42%

Americas 66.88%
65.72%
Canada 13.90%
United States 51.82%
1.17%
Brazil 1.09%
Chile 0.07%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.74%
United Kingdom 3.67%
6.76%
Austria 0.18%
Finland 0.65%
France 0.86%
Germany 1.02%
Ireland 0.46%
Netherlands 0.22%
Norway 1.81%
Spain 0.17%
Sweden 0.17%
Switzerland 0.62%
0.94%
Czech Republic 0.94%
0.36%
Qatar 0.14%
United Arab Emirates 0.22%
Greater Asia 14.95%
Japan 1.87%
7.26%
Australia 3.97%
1.52%
Hong Kong 0.06%
South Korea 1.46%
4.31%
China 0.25%
Indonesia 1.43%
Malaysia 0.74%
Philippines 1.88%
Unidentified Region 6.42%

Bond Credit Quality Exposure

AAA 13.80%
AA 18.61%
A 6.50%
BBB 28.24%
BB 13.71%
B 5.14%
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 13.99%
Short Term 0.00%
As of February 28, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
3.39%
Less than 1 Year
3.39%
Intermediate
55.03%
1 to 3 Years
3.83%
3 to 5 Years
14.77%
5 to 10 Years
36.43%
Long Term
37.71%
10 to 20 Years
12.54%
20 to 30 Years
17.08%
Over 30 Years
8.09%
Other
3.88%
As of February 28, 2026
View Bond Maturity Exposure
Start Trial