Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.55%
Stock 0.00%
Bond 97.26%
Convertible 0.00%
Preferred 0.00%
Other 0.19%
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 48.87%
Corporate 34.50%
Securitized 16.15%
Municipal 0.48%
Other 0.00%
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Region Exposure

% Developed Markets: 86.67%    % Emerging Markets: 12.40%    % Unidentified Markets: 0.92%

Americas 49.93%
45.20%
Canada 2.77%
United States 42.43%
4.73%
Mexico 4.63%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 43.69%
United Kingdom 7.68%
30.19%
Austria 3.58%
Belgium 1.12%
Denmark 0.61%
France 8.22%
Germany 1.06%
Ireland 1.16%
Italy 3.83%
Netherlands 2.25%
Spain 3.11%
Sweden 0.32%
Switzerland 0.64%
5.82%
Poland 3.35%
0.00%
Greater Asia 5.46%
Japan 2.29%
0.02%
Australia 0.02%
3.12%
South Korea 3.12%
0.03%
China 0.03%
Unidentified Region 0.92%

Bond Credit Quality Exposure

AAA 3.65%
AA 22.67%
A 26.20%
BBB 26.59%
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 20.88%
Short Term 0.00%
As of February 28, 2026
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Bond Maturity Exposure

Short Term
0.48%
Less than 1 Year
0.48%
Intermediate
68.87%
1 to 3 Years
15.02%
3 to 5 Years
20.15%
5 to 10 Years
33.69%
Long Term
30.66%
10 to 20 Years
8.80%
20 to 30 Years
20.85%
Over 30 Years
1.01%
Other
0.00%
As of February 28, 2026
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