Asset Allocation

As of March 31, 2026.
Type % Net
Cash -24.40%
Stock 0.00%
Bond 125.1%
Convertible 0.00%
Preferred 0.66%
Other -1.32%
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 3.37%
Corporate 37.68%
Securitized 26.95%
Municipal 0.00%
Other 31.99%
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Region Exposure

% Developed Markets: 72.43%    % Emerging Markets: 5.41%    % Unidentified Markets: 22.16%

Americas 58.74%
53.84%
Canada 3.61%
United States 50.23%
4.90%
Argentina 0.26%
Colombia 0.90%
Mexico 1.34%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.80%
United Kingdom 5.51%
9.57%
Austria 0.19%
France 0.14%
Germany 0.29%
Ireland 6.18%
Netherlands 0.26%
Spain 0.74%
0.00%
2.71%
South Africa 0.60%
Greater Asia 1.31%
Japan 0.00%
0.93%
Australia 0.93%
0.38%
0.00%
Unidentified Region 22.16%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.21%
A 3.72%
BBB 14.17%
BB 20.94%
B 18.16%
Below B 2.21%
    CCC 2.13%
    CC 0.07%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 3.09%
Not Available 37.51%
Short Term 0.00%
As of March 31, 2026
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Bond Maturity Exposure

Short Term
2.75%
Less than 1 Year
2.75%
Intermediate
69.03%
1 to 3 Years
14.59%
3 to 5 Years
24.75%
5 to 10 Years
29.69%
Long Term
25.49%
10 to 20 Years
17.24%
20 to 30 Years
4.24%
Over 30 Years
4.01%
Other
2.73%
As of March 31, 2026
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