Asset Allocation

As of March 31, 2026.
Type % Net
Cash 3.60%
Stock 2.95%
Bond 93.89%
Convertible 0.00%
Preferred 0.01%
Other -0.44%
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 2.05%
Corporate 95.30%
Securitized 0.00%
Municipal 0.00%
Other 2.65%
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Region Exposure

% Developed Markets: 86.07%    % Emerging Markets: 0.28%    % Unidentified Markets: 13.64%

Americas 80.84%
79.60%
Canada 4.24%
United States 75.36%
1.24%
Chile 0.04%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.40%
United Kingdom 2.10%
2.27%
Denmark 0.15%
Finland 0.04%
France 0.56%
Germany 0.08%
Ireland 0.25%
Italy 0.14%
Netherlands 0.43%
0.00%
0.03%
Israel 0.03%
Greater Asia 1.11%
Japan 0.29%
0.19%
Australia 0.19%
0.63%
Hong Kong 0.13%
Singapore 0.22%
0.00%
Unidentified Region 13.64%

Bond Credit Quality Exposure

AAA 0.00%
AA 1.02%
A 0.73%
BBB 3.32%
BB 39.39%
B 37.45%
Below B 13.05%
    CCC 12.83%
    CC 0.05%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.17%
Not Rated 0.05%
Not Available 5.00%
Short Term 0.00%
As of March 31, 2026
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Bond Maturity Exposure

Short Term
3.69%
Less than 1 Year
3.69%
Intermediate
91.81%
1 to 3 Years
12.21%
3 to 5 Years
32.55%
5 to 10 Years
47.04%
Long Term
3.15%
10 to 20 Years
0.71%
20 to 30 Years
2.21%
Over 30 Years
0.23%
Other
1.35%
As of March 31, 2026
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