Asset Allocation

As of April 30, 2026.
Type % Net
Cash 0.00%
Stock 0.00%
Bond 101.5%
Convertible 0.00%
Preferred 0.00%
Other -1.49%
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Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 7.85%
Corporate 39.92%
Securitized 48.44%
Municipal 0.00%
Other 3.79%
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Region Exposure

% Developed Markets: 71.29%    % Emerging Markets: 0.56%    % Unidentified Markets: 28.15%

Americas 70.53%
69.97%
Canada 1.46%
United States 68.51%
0.56%
Mexico 0.56%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.33%
United Kingdom 0.00%
1.33%
Germany 0.55%
Ireland 0.78%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 28.15%

Bond Credit Quality Exposure

AAA 8.59%
AA 9.02%
A 18.65%
BBB 17.81%
BB 14.56%
B 7.84%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.93%
Not Available 22.59%
Short Term 0.00%
As of April 30, 2026
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Bond Maturity Exposure

Short Term
8.50%
Less than 1 Year
8.50%
Intermediate
50.87%
1 to 3 Years
10.12%
3 to 5 Years
12.27%
5 to 10 Years
28.49%
Long Term
39.68%
10 to 20 Years
17.43%
20 to 30 Years
18.06%
Over 30 Years
4.19%
Other
0.95%
As of April 30, 2026
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