Asset Allocation

As of March 31, 2026.
Type % Net
Cash 11.65%
Stock 0.14%
Bond 69.76%
Convertible 0.00%
Preferred 0.15%
Other 18.29%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 42.39%
Corporate 18.31%
Securitized 33.20%
Municipal 0.39%
Other 5.70%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 107.2%    % Emerging Markets: 17.48%    % Unidentified Markets: -24.70%

Americas 109.1%
95.22%
Canada 0.08%
United States 95.14%
13.89%
Brazil 3.85%
Chile 0.12%
Colombia 2.46%
Mexico 0.50%
Peru 5.08%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.82%
United Kingdom 3.79%
4.40%
France 0.81%
Germany 0.11%
Ireland 1.56%
Italy 0.27%
Netherlands 0.66%
Spain 0.19%
Switzerland 0.46%
0.52%
Czech Republic 0.13%
Turkey 0.25%
5.11%
Egypt 0.37%
Israel 0.62%
Saudi Arabia 0.09%
South Africa 4.04%
Greater Asia 1.77%
Japan 1.54%
0.10%
Australia -0.04%
0.06%
0.07%
Kazakhstan 0.07%
Unidentified Region -24.70%

Bond Credit Quality Exposure

AAA 3.84%
AA 56.06%
A 6.15%
BBB 12.70%
BB 6.26%
B -0.85%
Below B 5.68%
    CCC 4.52%
    CC 0.73%
    C 0.37%
    DDD 0.00%
    DD 0.00%
    D 0.05%
Not Rated 3.12%
Not Available 7.04%
Short Term 0.00%
As of March 31, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
4.65%
Less than 1 Year
4.65%
Intermediate
30.61%
1 to 3 Years
6.03%
3 to 5 Years
5.74%
5 to 10 Years
18.83%
Long Term
64.34%
10 to 20 Years
11.35%
20 to 30 Years
12.95%
Over 30 Years
40.04%
Other
0.41%
As of March 31, 2026
View Bond Maturity Exposure
Start Trial