Asset Allocation

As of March 31, 2026.
Type % Net
Cash -3.95%
Stock 0.00%
Bond 96.68%
Convertible 0.00%
Preferred 0.00%
Other 7.27%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 18.61%
Corporate 26.12%
Securitized 54.99%
Municipal 0.00%
Other 0.28%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 85.82%    % Emerging Markets: 0.36%    % Unidentified Markets: 13.82%

Americas 82.54%
82.54%
Canada 1.06%
United States 81.48%
0.00%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.46%
United Kingdom 0.60%
1.49%
Belgium 0.22%
France 0.31%
Ireland 0.48%
Netherlands 0.28%
Spain 0.21%
0.00%
0.36%
Saudi Arabia 0.36%
Greater Asia 1.18%
Japan 0.78%
0.40%
Australia 0.40%
0.00%
0.00%
Unidentified Region 13.82%

Bond Credit Quality Exposure

AAA 14.76%
AA 28.62%
A 11.47%
BBB 15.54%
BB 5.01%
B 0.65%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 2.03%
Not Available 21.91%
Short Term 0.00%
As of March 31, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
1.27%
Less than 1 Year
1.27%
Intermediate
47.96%
1 to 3 Years
5.69%
3 to 5 Years
12.59%
5 to 10 Years
29.68%
Long Term
50.49%
10 to 20 Years
12.07%
20 to 30 Years
29.18%
Over 30 Years
9.24%
Other
0.28%
As of March 31, 2026
View Bond Maturity Exposure
Start Trial