Asset Allocation

As of March 31, 2026.
Type % Net
Cash 3.56%
Stock 0.00%
Bond 95.55%
Convertible 0.00%
Preferred 0.81%
Other 0.08%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 2.25%
Corporate 95.00%
Securitized 0.00%
Municipal 0.00%
Other 2.75%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 90.69%    % Emerging Markets: 2.30%    % Unidentified Markets: 7.01%

Americas 84.15%
79.14%
Canada 2.29%
United States 76.85%
5.01%
Mexico 0.49%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.92%
United Kingdom 1.63%
6.29%
France 3.46%
Greece 0.36%
Ireland 1.48%
Netherlands 0.49%
0.00%
0.00%
Greater Asia 0.92%
Japan 0.00%
0.00%
0.92%
Hong Kong 0.92%
0.00%
Unidentified Region 7.01%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.98%
A 0.52%
BBB 4.07%
BB 56.53%
B 34.44%
Below B 0.34%
    CCC 0.34%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.54%
Not Available 2.59%
Short Term 0.00%
As of March 31, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
1.26%
Less than 1 Year
1.26%
Intermediate
90.75%
1 to 3 Years
9.60%
3 to 5 Years
34.58%
5 to 10 Years
46.57%
Long Term
6.33%
10 to 20 Years
0.70%
20 to 30 Years
3.77%
Over 30 Years
1.86%
Other
1.66%
As of March 31, 2026
View Bond Maturity Exposure
Start Trial