Asset Allocation

As of March 31, 2026.
Type % Net
Cash 10.12%
Stock 0.00%
Bond 89.38%
Convertible 0.00%
Preferred 0.00%
Other 0.49%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 6.91%
Corporate 81.15%
Securitized 11.17%
Municipal 0.01%
Other 0.75%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 95.88%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.12%

Americas 72.62%
72.26%
Canada 9.60%
United States 62.65%
0.36%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.32%
United Kingdom 7.12%
10.11%
Denmark 0.26%
Finland 0.01%
France 2.62%
Germany 0.56%
Ireland 1.84%
Netherlands 3.50%
Norway 0.01%
Spain 0.96%
Sweden 0.07%
Switzerland 0.28%
0.00%
1.09%
United Arab Emirates 1.09%
Greater Asia 4.93%
Japan 2.85%
1.97%
Australia 1.87%
0.11%
Singapore 0.02%
South Korea 0.09%
0.00%
Unidentified Region 4.12%

Bond Credit Quality Exposure

AAA 11.18%
AA 11.22%
A 43.13%
BBB 34.36%
BB 0.00%
B 0.00%
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 0.12%
Short Term 0.00%
As of March 31, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
33.96%
Less than 1 Year
33.96%
Intermediate
65.96%
1 to 3 Years
61.24%
3 to 5 Years
3.10%
5 to 10 Years
1.63%
Long Term
0.08%
10 to 20 Years
0.07%
20 to 30 Years
0.01%
Over 30 Years
0.00%
Other
0.00%
As of March 31, 2026
View Bond Maturity Exposure
Start Trial