Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.40%
Stock 0.00%
Bond 98.62%
Convertible 0.00%
Preferred 0.00%
Other 0.99%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 40.91%
Corporate 39.06%
Securitized 13.55%
Municipal 5.76%
Other 0.72%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 90.38%    % Emerging Markets: 5.59%    % Unidentified Markets: 4.03%

Americas 51.89%
49.45%
Canada 9.83%
United States 39.62%
2.44%
Brazil 0.28%
Chile 0.22%
Mexico 0.63%
Venezuela 0.24%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 36.81%
United Kingdom 6.68%
26.63%
Austria 0.07%
Belgium 0.93%
Denmark 0.21%
France 4.07%
Germany 5.58%
Greece 0.72%
Ireland 1.28%
Italy 2.80%
Netherlands 3.67%
Norway 0.94%
Spain 3.56%
Sweden 0.24%
Switzerland 1.18%
1.53%
Czech Republic 0.25%
Poland 1.16%
Turkey 0.13%
1.95%
Saudi Arabia 0.63%
South Africa 0.36%
United Arab Emirates 0.63%
Greater Asia 7.27%
Japan 4.07%
1.42%
Australia 0.99%
1.49%
Singapore 0.38%
South Korea 1.11%
0.29%
China 0.29%
Unidentified Region 4.03%

Bond Credit Quality Exposure

AAA 19.73%
AA 23.60%
A 25.40%
BBB 10.05%
BB 1.93%
B 0.15%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.15%
Not Available 18.97%
Short Term 0.00%
As of March 31, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
6.66%
Less than 1 Year
6.66%
Intermediate
62.50%
1 to 3 Years
18.11%
3 to 5 Years
16.70%
5 to 10 Years
27.69%
Long Term
29.89%
10 to 20 Years
10.66%
20 to 30 Years
18.09%
Over 30 Years
1.14%
Other
0.95%
As of March 31, 2026
View Bond Maturity Exposure
Start Trial