Asset Allocation

As of February 28, 2026.
Type % Net
Cash 9.56%
Stock 0.01%
Bond 90.28%
Convertible 0.00%
Preferred 0.11%
Other 0.04%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 36.37%
Corporate 59.01%
Securitized 1.15%
Municipal 2.30%
Other 1.17%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 86.69%    % Emerging Markets: 10.10%    % Unidentified Markets: 3.22%

Americas 73.57%
68.16%
Canada 17.54%
United States 50.62%
5.41%
Argentina 0.30%
Brazil 0.47%
Chile 0.47%
Colombia 0.68%
Mexico 1.58%
Peru 0.35%
Venezuela 0.04%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.85%
United Kingdom 3.72%
11.16%
Austria 0.16%
Belgium 0.02%
Denmark 0.09%
Finland 0.02%
France 2.84%
Germany 1.93%
Greece 0.00%
Ireland 1.03%
Italy 1.46%
Netherlands 1.44%
Norway 0.20%
Spain 1.03%
Sweden 0.16%
Switzerland 0.32%
1.64%
Czech Republic 0.09%
Poland 0.27%
Russia 0.00%
Turkey 0.69%
2.33%
Egypt 0.19%
Nigeria 0.14%
Qatar 0.13%
Saudi Arabia 0.12%
South Africa 0.46%
United Arab Emirates 0.53%
Greater Asia 4.36%
Japan 1.61%
0.36%
Australia 0.24%
0.74%
Hong Kong 0.38%
Singapore 0.23%
South Korea 0.06%
1.65%
China 0.23%
India 0.16%
Indonesia 0.32%
Kazakhstan 0.10%
Malaysia 0.26%
Pakistan 0.05%
Philippines 0.16%
Thailand 0.19%
Unidentified Region 3.22%

Bond Credit Quality Exposure

AAA 2.33%
AA 24.20%
A 11.46%
BBB 32.58%
BB 14.04%
B 6.02%
Below B 0.90%
    CCC 0.84%
    CC 0.00%
    C 0.03%
    DDD 0.00%
    DD 0.00%
    D 0.03%
Not Rated 0.07%
Not Available 8.40%
Short Term 0.00%
As of February 28, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
6.88%
Less than 1 Year
6.88%
Intermediate
67.03%
1 to 3 Years
21.25%
3 to 5 Years
23.36%
5 to 10 Years
22.43%
Long Term
23.22%
10 to 20 Years
9.59%
20 to 30 Years
11.33%
Over 30 Years
2.31%
Other
2.86%
As of February 28, 2026
View Bond Maturity Exposure
Start Trial