Asset Allocation

As of March 31, 2026.
Type % Net
Cash 1.30%
Stock 0.06%
Bond 94.43%
Convertible 0.00%
Preferred 0.00%
Other 4.21%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 0.00%
Corporate 1.59%
Securitized 96.52%
Municipal 0.00%
Other 1.89%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 109.2%    % Emerging Markets: 0.00%    % Unidentified Markets: -9.19%

Americas 108.3%
107.8%
United States 107.8%
0.46%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.91%
United Kingdom 0.52%
0.39%
Ireland 0.39%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -9.19%

Bond Credit Quality Exposure

AAA 5.32%
AA 34.49%
A 1.37%
BBB 2.64%
BB 4.84%
B 0.13%
Below B 8.32%
    CCC 6.75%
    CC 0.71%
    C 0.14%
    DDD 0.00%
    DD 0.00%
    D 0.71%
Not Rated 9.45%
Not Available 33.46%
Short Term 0.00%
As of March 31, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.13%
Less than 1 Year
0.13%
Intermediate
6.81%
1 to 3 Years
2.97%
3 to 5 Years
0.90%
5 to 10 Years
2.94%
Long Term
92.50%
10 to 20 Years
28.44%
20 to 30 Years
51.01%
Over 30 Years
13.06%
Other
0.56%
As of March 31, 2026
View Bond Maturity Exposure
Start Trial