Asset Allocation

As of February 28, 2026.
Type % Net
Cash 4.82%
Stock 3.16%
Bond 92.62%
Convertible 0.00%
Preferred -0.83%
Other 0.23%
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
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Region Exposure

% Developed Markets: 97.47%    % Emerging Markets: 2.53%    % Unidentified Markets: 0.00%

Americas 93.90%
93.02%
Canada -1.65%
United States 94.66%
0.88%
Mexico 0.64%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.97%
United Kingdom -2.10%
5.07%
Austria -0.29%
Belgium -0.59%
Denmark 2.57%
Finland 1.86%
France -4.64%
Germany -4.45%
Ireland 0.37%
Italy 4.81%
Netherlands -2.24%
Norway 1.17%
Spain 3.00%
Sweden 0.01%
Switzerland 3.50%
0.00%
0.00%
Greater Asia 3.13%
Japan -2.41%
0.73%
Australia 0.57%
2.79%
Hong Kong 1.16%
Singapore 1.63%
2.02%
China 2.02%
Unidentified Region 0.00%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.00%
BBB 0.00%
BB 0.00%
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 100.0%
Short Term 0.00%
As of February 28, 2026
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Bond Maturity Exposure

Short Term
100.0%
Less than 1 Year
100.0%
Intermediate
0.00%
1 to 3 Years
0.00%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of February 28, 2026
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