Asset Allocation

As of March 31, 2026.
Type % Net
Cash 8.09%
Stock 0.33%
Bond 89.90%
Convertible 0.00%
Preferred 0.46%
Other 1.23%
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 0.01%
Corporate 89.19%
Securitized 4.57%
Municipal 0.08%
Other 6.14%
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Region Exposure

% Developed Markets: 81.50%    % Emerging Markets: 0.51%    % Unidentified Markets: 17.99%

Americas 72.88%
71.75%
Canada 2.96%
United States 68.80%
1.12%
Chile 0.16%
Mexico 0.34%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.15%
United Kingdom 4.34%
3.74%
Austria 0.00%
Denmark 0.00%
France 1.17%
Germany 0.42%
Greece 0.00%
Ireland 0.85%
Italy 0.32%
Netherlands 0.01%
Norway 0.00%
Spain 0.00%
Switzerland 0.00%
0.00%
0.07%
Israel 0.07%
Greater Asia 0.98%
Japan 0.76%
0.01%
Australia 0.01%
0.21%
Singapore 0.21%
0.00%
Unidentified Region 17.99%

Bond Credit Quality Exposure

AAA 0.27%
AA 0.19%
A 0.55%
BBB 8.68%
BB 40.04%
B 33.94%
Below B 10.09%
    CCC 9.97%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.12%
Not Rated 0.37%
Not Available 5.88%
Short Term 0.00%
As of March 31, 2026
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Bond Maturity Exposure

Short Term
0.07%
Less than 1 Year
0.07%
Intermediate
94.88%
1 to 3 Years
10.26%
3 to 5 Years
37.32%
5 to 10 Years
47.30%
Long Term
4.69%
10 to 20 Years
2.60%
20 to 30 Years
1.68%
Over 30 Years
0.41%
Other
0.36%
As of March 31, 2026
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