Asset Allocation

As of February 28, 2026.
Type % Net
Cash -19.17%
Stock 1.94%
Bond 92.82%
Convertible 0.00%
Preferred 0.20%
Other 24.21%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 33.53%
Corporate 39.21%
Securitized 24.80%
Municipal 0.71%
Other 1.75%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 44.96%    % Emerging Markets: 21.74%    % Unidentified Markets: 33.29%

Americas 42.41%
24.14%
Canada 2.81%
United States 21.33%
18.27%
Argentina 3.07%
Brazil 6.49%
Chile 0.52%
Colombia 0.38%
Mexico 6.36%
Peru 0.19%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.08%
United Kingdom 9.12%
9.02%
Finland 0.56%
France 2.61%
Germany 0.56%
Greece 0.17%
Ireland 1.56%
Italy 0.09%
Netherlands 1.47%
Spain 0.35%
Switzerland 0.33%
0.21%
Turkey 0.10%
2.73%
Egypt 0.15%
South Africa 2.43%
Greater Asia 3.22%
Japan 0.04%
1.09%
Australia 1.09%
0.66%
Hong Kong 0.03%
Singapore 0.15%
1.43%
India 1.27%
Thailand 0.08%
Unidentified Region 33.29%

Bond Credit Quality Exposure

AAA 4.26%
AA 9.05%
A 9.54%
BBB 25.29%
BB 25.98%
B 5.06%
Below B 0.87%
    CCC 0.86%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.20%
Not Available 19.75%
Short Term 0.00%
As of February 28, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
9.94%
Less than 1 Year
9.94%
Intermediate
42.97%
1 to 3 Years
10.40%
3 to 5 Years
19.64%
5 to 10 Years
12.93%
Long Term
43.41%
10 to 20 Years
12.49%
20 to 30 Years
21.61%
Over 30 Years
9.31%
Other
3.68%
As of February 28, 2026
View Bond Maturity Exposure
Start Trial