Asset Allocation

As of February 28, 2026.
Type % Net
Cash 4.13%
Stock 0.14%
Bond 100.4%
Convertible 0.00%
Preferred 0.02%
Other -4.65%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 3.49%
Corporate 64.96%
Securitized 0.05%
Municipal 0.00%
Other 31.50%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 68.73%    % Emerging Markets: 0.02%    % Unidentified Markets: 31.25%

Americas 66.21%
66.15%
Canada 0.59%
United States 65.56%
0.06%
Mexico 0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.46%
United Kingdom 1.48%
0.98%
Austria 0.00%
France 0.31%
Germany 0.01%
Ireland 0.13%
Italy 0.00%
Netherlands 0.27%
Norway 0.00%
Spain 0.00%
0.00%
0.00%
Israel 0.00%
Greater Asia 0.07%
Japan 0.03%
0.02%
Australia 0.02%
0.03%
Hong Kong 0.01%
Singapore 0.01%
0.00%
Unidentified Region 31.25%

Bond Credit Quality Exposure

AAA 0.00%
AA 1.56%
A 0.03%
BBB 2.65%
BB 13.33%
B 30.33%
Below B 2.08%
    CCC 1.50%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.58%
Not Rated 0.94%
Not Available 49.08%
Short Term 0.00%
As of February 28, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
3.71%
Less than 1 Year
3.71%
Intermediate
96.23%
1 to 3 Years
18.87%
3 to 5 Years
30.92%
5 to 10 Years
46.44%
Long Term
0.04%
10 to 20 Years
0.04%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.01%
As of February 28, 2026
View Bond Maturity Exposure
Start Trial