Asset Allocation

As of February 28, 2026.
Type % Net
Cash 96.03%
Stock 0.00%
Bond 3.97%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 17.68%
Corporate 74.70%
Securitized 2.35%
Municipal 5.26%
Other 0.00%
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Region Exposure

% Developed Markets: 58.77%    % Emerging Markets: 0.00%    % Unidentified Markets: 41.23%

Americas 53.03%
51.89%
Canada 3.42%
United States 48.48%
1.14%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.90%
United Kingdom 0.85%
2.12%
France 0.16%
Germany 0.49%
Ireland 0.60%
Sweden 0.47%
Switzerland 0.40%
0.00%
0.93%
United Arab Emirates 0.93%
Greater Asia 1.84%
Japan 0.00%
1.84%
Australia 1.64%
0.00%
0.00%
Unidentified Region 41.23%

Bond Credit Quality Exposure

AAA 0.00%
AA 23.70%
A 14.31%
BBB 0.00%
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 62.00%
Short Term 0.00%
As of February 28, 2026
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Bond Maturity Exposure

Short Term
59.19%
Less than 1 Year
59.19%
Intermediate
12.54%
1 to 3 Years
12.16%
3 to 5 Years
0.38%
5 to 10 Years
0.00%
Long Term
7.24%
10 to 20 Years
0.09%
20 to 30 Years
7.15%
Over 30 Years
0.00%
Other
21.03%
As of February 28, 2026
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