Asset Allocation

As of February 28, 2026.
Type % Net
Cash 0.20%
Stock 0.00%
Bond 99.89%
Convertible 0.00%
Preferred 0.00%
Other -0.09%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 21.58%
Corporate 33.35%
Securitized 5.99%
Municipal 32.86%
Other 6.23%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 96.39%    % Emerging Markets: 0.17%    % Unidentified Markets: 3.44%

Americas 95.22%
94.05%
Canada 87.34%
United States 6.71%
1.16%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.17%
United Kingdom 0.50%
0.66%
France 0.44%
Ireland 0.22%
0.00%
0.00%
Greater Asia 0.17%
Japan 0.00%
0.17%
Australia 0.17%
0.00%
0.00%
Unidentified Region 3.44%

Bond Credit Quality Exposure

AAA 20.83%
AA 22.31%
A 27.72%
BBB 18.20%
BB 3.73%
B 1.28%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.21%
Not Available 4.72%
Short Term 0.00%
As of February 28, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.35%
Less than 1 Year
0.35%
Intermediate
64.25%
1 to 3 Years
7.94%
3 to 5 Years
26.05%
5 to 10 Years
30.26%
Long Term
34.90%
10 to 20 Years
12.73%
20 to 30 Years
17.73%
Over 30 Years
4.44%
Other
0.51%
As of February 28, 2026
View Bond Maturity Exposure
Start Trial