Asset Allocation

As of April 30, 2026.
Type % Net
Cash 4.56%
Stock 0.00%
Bond 95.79%
Convertible 0.00%
Preferred 0.00%
Other -0.35%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of April 30, 2026
Type % Net
Government 10.89%
Corporate 39.85%
Securitized 46.64%
Municipal 1.96%
Other 0.66%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 85.98%    % Emerging Markets: 0.00%    % Unidentified Markets: 14.02%

Americas 78.25%
77.01%
Canada 3.69%
United States 73.32%
1.24%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.65%
United Kingdom 2.79%
3.86%
Denmark 0.25%
France 0.53%
Ireland 0.79%
Netherlands 1.48%
Sweden 0.71%
Switzerland 0.10%
0.00%
0.00%
Greater Asia 1.08%
Japan 0.61%
0.46%
Australia 0.46%
0.00%
0.00%
Unidentified Region 14.02%

Bond Credit Quality Exposure

AAA 38.31%
AA 17.68%
A 24.68%
BBB 14.38%
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 4.95%
Short Term 0.00%
As of April 30, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
12.86%
Less than 1 Year
12.86%
Intermediate
69.25%
1 to 3 Years
51.54%
3 to 5 Years
11.05%
5 to 10 Years
6.66%
Long Term
17.50%
10 to 20 Years
10.18%
20 to 30 Years
3.56%
Over 30 Years
3.76%
Other
0.39%
As of April 30, 2026
View Bond Maturity Exposure
Start Trial