Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.67%
Stock 3.23%
Bond 90.92%
Convertible 0.00%
Preferred 4.41%
Other 0.76%
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 0.00%
Corporate 62.27%
Securitized 0.00%
Municipal 0.00%
Other 37.73%
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Region Exposure

% Developed Markets: 96.11%    % Emerging Markets: 0.19%    % Unidentified Markets: 3.70%

Americas 59.49%
56.08%
Canada 12.19%
United States 43.89%
3.40%
Chile 0.10%
Mexico 0.09%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 36.61%
United Kingdom 14.16%
22.44%
Finland 1.15%
France 9.60%
Germany 0.59%
Ireland 0.68%
Netherlands 1.35%
Spain 5.30%
Switzerland 3.76%
0.00%
0.00%
Greater Asia 0.21%
Japan 0.21%
0.00%
0.00%
0.00%
Unidentified Region 3.70%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.00%
BBB 58.17%
BB 39.27%
B 0.78%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 1.78%
Short Term 0.00%
As of February 28, 2026
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Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
1.24%
1 to 3 Years
1.11%
3 to 5 Years
0.14%
5 to 10 Years
0.00%
Long Term
36.97%
10 to 20 Years
1.43%
20 to 30 Years
13.84%
Over 30 Years
21.70%
Other
61.78%
As of February 28, 2026
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