Asset Allocation

As of March 31, 2026.
Type % Net
Cash -3.28%
Stock 3.95%
Bond 91.76%
Convertible 0.00%
Preferred 2.65%
Other 4.92%
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 3.32%
Corporate 63.46%
Securitized 0.09%
Municipal 0.00%
Other 33.14%
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Region Exposure

% Developed Markets: 93.48%    % Emerging Markets: 1.58%    % Unidentified Markets: 4.94%

Americas 55.90%
53.05%
Canada 5.15%
United States 47.89%
2.86%
Mexico 1.31%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 37.81%
United Kingdom 9.98%
27.56%
Austria 1.19%
Belgium 1.18%
Denmark 0.17%
Finland 0.00%
France 6.16%
Germany 2.92%
Ireland 1.31%
Italy 1.38%
Netherlands 5.90%
Norway 0.74%
Spain 4.28%
Sweden 0.37%
Switzerland 1.95%
0.00%
0.27%
Greater Asia 1.35%
Japan 1.29%
0.04%
Australia 0.03%
0.02%
South Korea 0.02%
Taiwan 0.00%
0.01%
Philippines 0.01%
Unidentified Region 4.94%

Bond Credit Quality Exposure

AAA 0.22%
AA 1.92%
A 4.01%
BBB 57.45%
BB 32.06%
B 0.59%
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 3.75%
Short Term 0.00%
As of March 31, 2026
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Bond Maturity Exposure

Short Term
2.29%
Less than 1 Year
2.29%
Intermediate
4.29%
1 to 3 Years
2.70%
3 to 5 Years
0.00%
5 to 10 Years
1.59%
Long Term
29.25%
10 to 20 Years
0.99%
20 to 30 Years
15.91%
Over 30 Years
12.35%
Other
64.16%
As of March 31, 2026
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