Asset Allocation

As of February 28, 2026.
Type % Net
Cash -1.97%
Stock 0.00%
Bond 102.0%
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 0.00%
Securitized 0.00%
Municipal 100.0%
Other 0.00%
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Region Exposure

% Developed Markets: 102.0%    % Emerging Markets: 0.00%    % Unidentified Markets: -1.97%

Americas 102.0%
101.8%
United States 101.8%
0.12%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -1.97%

Bond Credit Quality Exposure

AAA 5.75%
AA 30.48%
A 41.21%
BBB 11.16%
BB 1.37%
B 0.06%
Below B 0.56%
    CCC 0.56%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.56%
Not Available 8.85%
Short Term 0.00%
As of February 28, 2026
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Bond Maturity Exposure

Short Term
6.36%
Less than 1 Year
6.36%
Intermediate
36.00%
1 to 3 Years
10.03%
3 to 5 Years
14.66%
5 to 10 Years
11.30%
Long Term
57.64%
10 to 20 Years
20.45%
20 to 30 Years
31.02%
Over 30 Years
6.17%
Other
0.00%
As of February 28, 2026
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