Asset Allocation

As of February 28, 2026.
Type % Net
Cash 2.03%
Stock 0.39%
Bond 95.36%
Convertible 0.00%
Preferred 0.69%
Other 1.54%
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Bond Sector Exposure

As of February 28, 2026
Type % Net
Government 0.00%
Corporate 95.17%
Securitized 0.00%
Municipal 0.00%
Other 4.83%
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Region Exposure

% Developed Markets: 94.30%    % Emerging Markets: 0.12%    % Unidentified Markets: 5.57%

Americas 82.63%
81.16%
Canada 2.31%
United States 78.84%
1.47%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.21%
United Kingdom 2.81%
7.40%
Denmark 0.19%
France 2.30%
Ireland 0.18%
Italy 0.69%
Netherlands 1.57%
Spain 0.31%
0.00%
0.00%
Greater Asia 1.59%
Japan 1.02%
0.57%
Australia 0.57%
0.00%
0.00%
Unidentified Region 5.57%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.00%
BBB 2.64%
BB 42.62%
B 41.76%
Below B 9.66%
    CCC 9.66%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 3.32%
Short Term 0.00%
As of February 28, 2026
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Bond Maturity Exposure

Short Term
0.09%
Less than 1 Year
0.09%
Intermediate
98.62%
1 to 3 Years
12.61%
3 to 5 Years
47.39%
5 to 10 Years
38.62%
Long Term
1.01%
10 to 20 Years
0.97%
20 to 30 Years
0.04%
Over 30 Years
0.00%
Other
0.29%
As of February 28, 2026
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