Asset Allocation

As of March 31, 2026.
Type % Net
Cash -12.44%
Stock 0.00%
Bond 108.0%
Convertible 0.00%
Preferred 0.00%
Other 4.46%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 58.39%
Corporate 17.62%
Securitized 22.08%
Municipal 0.41%
Other 1.50%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 111.7%    % Emerging Markets: 6.53%    % Unidentified Markets: -18.22%

Americas 108.0%
102.7%
Canada 0.93%
United States 101.7%
5.32%
Brazil 2.74%
Chile 0.03%
Colombia 0.02%
Mexico 0.05%
Peru 1.26%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.59%
United Kingdom 1.38%
4.65%
France 0.44%
Ireland 2.33%
Italy 0.37%
Netherlands 0.17%
Norway 0.11%
Spain 0.11%
Switzerland 0.43%
0.29%
2.27%
Israel 0.13%
South Africa 1.57%
United Arab Emirates 0.10%
Greater Asia 1.65%
Japan 1.22%
0.17%
Australia 0.17%
0.22%
Singapore 0.22%
0.04%
Indonesia 0.04%
Unidentified Region -18.22%

Bond Credit Quality Exposure

AAA 7.31%
AA 59.13%
A 6.96%
BBB 9.07%
BB 5.18%
B 0.29%
Below B 0.89%
    CCC 0.63%
    CC 0.00%
    C 0.23%
    DDD 0.00%
    DD 0.00%
    D 0.03%
Not Rated 0.46%
Not Available 10.71%
Short Term 0.00%
As of March 31, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
3.12%
Less than 1 Year
3.12%
Intermediate
48.26%
1 to 3 Years
12.62%
3 to 5 Years
18.29%
5 to 10 Years
17.36%
Long Term
48.36%
10 to 20 Years
15.54%
20 to 30 Years
23.22%
Over 30 Years
9.60%
Other
0.26%
As of March 31, 2026
View Bond Maturity Exposure
Start Trial