Asset Allocation

As of March 31, 2026.
Type % Net
Cash 12.19%
Stock 3.37%
Bond 68.60%
Convertible 0.00%
Preferred 0.00%
Other 15.85%
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 28.73%
Corporate 3.94%
Securitized 66.97%
Municipal 0.00%
Other 0.36%
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Region Exposure

% Developed Markets: 130.2%    % Emerging Markets: 11.22%    % Unidentified Markets: -41.45%

Americas 135.9%
124.7%
Canada 0.00%
United States 124.7%
11.25%
Brazil 2.07%
Chile 0.05%
Colombia 2.90%
Mexico 0.05%
Peru 3.49%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.26%
United Kingdom 0.57%
2.12%
Ireland 1.67%
Netherlands 0.00%
Switzerland 0.01%
0.45%
Turkey 0.23%
2.13%
Egypt 0.24%
South Africa 1.77%
Greater Asia 0.28%
Japan 0.27%
0.00%
Australia 0.00%
0.01%
Singapore 0.01%
0.00%
Unidentified Region -41.45%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
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Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
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