Asset Allocation

As of February 28, 2026.
Type % Net
Cash 5.81%
Stock 0.00%
Bond 94.28%
Convertible 0.00%
Preferred 0.00%
Other -0.10%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 96.18%
Corporate 3.82%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 71.16%    % Emerging Markets: 27.31%    % Unidentified Markets: 1.53%

Americas 46.84%
35.43%
Canada 2.69%
United States 32.74%
11.41%
Colombia 3.47%
Mexico 7.91%
Peru 0.03%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 39.49%
United Kingdom 10.56%
14.43%
Austria 0.50%
Belgium 2.65%
France 2.41%
Germany 2.63%
Italy 3.14%
Norway 1.31%
Spain 1.80%
14.05%
Poland 8.39%
Turkey 1.69%
0.45%
Nigeria 0.45%
Greater Asia 12.14%
Japan 6.24%
4.15%
Australia 2.60%
0.35%
Singapore 0.35%
1.40%
China 1.01%
Indonesia 0.40%
Unidentified Region 1.53%

Bond Credit Quality Exposure

AAA 11.00%
AA 45.55%
A 18.20%
BBB 14.53%
BB 5.48%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 5.25%
Short Term 0.00%
As of February 28, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.48%
Less than 1 Year
0.48%
Intermediate
58.98%
1 to 3 Years
9.99%
3 to 5 Years
21.15%
5 to 10 Years
27.84%
Long Term
40.54%
10 to 20 Years
18.05%
20 to 30 Years
18.80%
Over 30 Years
3.69%
Other
0.00%
As of February 28, 2026
View Bond Maturity Exposure
Start Trial