Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.98%
Stock 2.04%
Bond 98.13%
Convertible 0.00%
Preferred 0.00%
Other -2.14%
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 5.61%
Corporate 49.74%
Securitized 6.42%
Municipal 0.20%
Other 38.03%
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Region Exposure

% Developed Markets: 51.00%    % Emerging Markets: 5.36%    % Unidentified Markets: 43.64%

Americas 43.06%
26.15%
Canada 1.32%
United States 24.83%
16.91%
Argentina 0.42%
Brazil 0.05%
Chile 0.09%
Colombia 0.21%
Mexico 0.49%
Peru 0.06%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.32%
United Kingdom 1.70%
8.29%
Austria 0.13%
Belgium 0.14%
Denmark 0.10%
Finland 0.08%
France 1.57%
Germany 1.29%
Ireland 0.52%
Italy 0.63%
Netherlands 1.57%
Portugal 0.16%
Spain 0.56%
Sweden 0.34%
Switzerland 0.22%
0.46%
Turkey 0.13%
1.86%
Egypt 0.25%
Nigeria 0.41%
South Africa 0.17%
Greater Asia 0.99%
Japan 0.12%
0.06%
Australia 0.06%
0.21%
Hong Kong 0.08%
Singapore 0.05%
South Korea 0.05%
0.61%
China 0.03%
India 0.08%
Kazakhstan 0.06%
Unidentified Region 43.64%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.53%
A 0.62%
BBB 5.26%
BB 19.53%
B 11.96%
Below B 2.72%
    CCC 2.50%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.22%
Not Rated 0.04%
Not Available 59.34%
Short Term 0.00%
As of March 31, 2026
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Bond Maturity Exposure

Short Term
6.58%
Less than 1 Year
6.58%
Intermediate
77.18%
1 to 3 Years
22.83%
3 to 5 Years
23.68%
5 to 10 Years
30.67%
Long Term
13.33%
10 to 20 Years
4.27%
20 to 30 Years
7.35%
Over 30 Years
1.71%
Other
2.91%
As of March 31, 2026
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