Asset Allocation

As of March 31, 2026.
Type % Net
Cash -43.84%
Stock 5.90%
Bond 126.6%
Convertible 0.00%
Preferred 5.71%
Other 5.64%
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 4.43%
Corporate 29.39%
Securitized 34.54%
Municipal 0.22%
Other 31.42%
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Region Exposure

% Developed Markets: 80.02%    % Emerging Markets: 6.94%    % Unidentified Markets: 13.04%

Americas 69.68%
62.78%
Canada 0.28%
United States 62.50%
6.91%
Argentina 0.05%
Brazil 1.41%
Colombia 1.03%
Peru 0.52%
Venezuela 0.36%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.23%
United Kingdom 7.48%
7.31%
Austria 1.16%
France 2.03%
Germany 0.27%
Ireland 0.08%
Italy 0.74%
Netherlands 0.27%
Spain 0.64%
Switzerland 0.01%
0.81%
Russia 0.10%
Turkey 0.49%
1.63%
Egypt 1.61%
Greater Asia 0.04%
Japan 0.04%
0.00%
0.00%
0.00%
China 0.00%
Unidentified Region 13.04%

Bond Credit Quality Exposure

AAA 0.06%
AA 0.84%
A 1.05%
BBB 0.27%
BB 3.47%
B 15.63%
Below B 20.13%
    CCC 10.40%
    CC 4.17%
    C 1.51%
    DDD 0.00%
    DD 0.00%
    D 4.05%
Not Rated 11.44%
Not Available 47.11%
Short Term 0.00%
As of March 31, 2026
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Bond Maturity Exposure

Short Term
6.93%
Less than 1 Year
6.93%
Intermediate
62.50%
1 to 3 Years
19.15%
3 to 5 Years
20.91%
5 to 10 Years
22.43%
Long Term
29.71%
10 to 20 Years
16.74%
20 to 30 Years
4.27%
Over 30 Years
8.69%
Other
0.86%
As of March 31, 2026
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