Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.43%
Stock 1.29%
Bond 98.28%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 0.00%
Corporate 89.10%
Securitized 6.94%
Municipal 0.00%
Other 3.97%
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Region Exposure

% Developed Markets: 92.79%    % Emerging Markets: 0.81%    % Unidentified Markets: 6.40%

Americas 79.92%
75.06%
Canada 4.57%
United States 70.49%
4.85%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.12%
United Kingdom 4.73%
7.39%
Denmark 0.11%
France 1.13%
Germany 1.33%
Ireland 0.50%
Netherlands 0.95%
Spain 1.11%
Switzerland 0.66%
0.00%
0.00%
Greater Asia 1.56%
Japan 0.51%
0.19%
Australia 0.19%
0.87%
Hong Kong 0.87%
0.00%
Unidentified Region 6.40%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.00%
BBB 4.69%
BB 42.89%
B 40.44%
Below B 7.77%
    CCC 7.77%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 4.21%
Short Term 0.00%
As of February 28, 2026
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Bond Maturity Exposure

Short Term
1.44%
Less than 1 Year
1.44%
Intermediate
84.52%
1 to 3 Years
1.75%
3 to 5 Years
29.72%
5 to 10 Years
53.05%
Long Term
10.22%
10 to 20 Years
6.66%
20 to 30 Years
2.39%
Over 30 Years
1.17%
Other
3.83%
As of February 28, 2026
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