Asset Allocation

As of February 28, 2026.
Type % Net
Cash 10.61%
Stock 0.00%
Bond 91.01%
Convertible 0.00%
Preferred 0.00%
Other -1.63%
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 44.59%
Corporate 53.54%
Securitized 0.00%
Municipal 0.00%
Other 1.87%
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Region Exposure

% Developed Markets: 78.92%    % Emerging Markets: 22.01%    % Unidentified Markets: -0.94%

Americas 41.37%
27.67%
Canada 17.30%
United States 10.37%
13.70%
Colombia 7.01%
Mexico 6.68%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 49.31%
United Kingdom 9.20%
32.14%
Belgium 1.55%
Denmark 0.88%
France 7.39%
Germany 5.51%
Ireland 1.01%
Italy 1.92%
Netherlands 5.38%
Norway 0.97%
Spain 2.87%
Sweden 0.53%
Switzerland 2.52%
7.95%
Czech Republic 0.29%
Poland 3.20%
0.02%
South Africa 0.02%
Greater Asia 10.26%
Japan 8.57%
1.69%
Australia 1.69%
0.00%
0.00%
Unidentified Region -0.94%

Bond Credit Quality Exposure

AAA 11.58%
AA 2.30%
A 23.34%
BBB 41.36%
BB 19.71%
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 1.71%
Short Term 0.00%
As of February 28, 2026
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Bond Maturity Exposure

Short Term
7.75%
Less than 1 Year
7.75%
Intermediate
44.43%
1 to 3 Years
0.16%
3 to 5 Years
11.12%
5 to 10 Years
33.15%
Long Term
35.22%
10 to 20 Years
15.50%
20 to 30 Years
12.13%
Over 30 Years
7.60%
Other
12.60%
As of February 28, 2026
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