Asset Allocation

As of March 31, 2026.
Type % Net
Cash 0.00%
Stock 0.00%
Bond 93.79%
Convertible 0.00%
Preferred 1.24%
Other 4.97%
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Bond Sector Exposure

As of March 31, 2026
Type % Net
Government 0.00%
Corporate 92.30%
Securitized 0.00%
Municipal 0.00%
Other 7.70%
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Region Exposure

% Developed Markets: 94.93%    % Emerging Markets: 0.00%    % Unidentified Markets: 5.07%

Americas 87.69%
86.03%
Canada 3.77%
United States 82.27%
1.65%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.81%
United Kingdom 0.98%
5.83%
Denmark 0.05%
France 1.16%
Ireland 0.87%
Spain 0.59%
Switzerland 0.58%
0.00%
0.00%
Greater Asia 0.43%
Japan 0.00%
0.43%
Australia 0.43%
0.00%
0.00%
Unidentified Region 5.07%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.00%
BBB 8.15%
BB 51.49%
B 32.30%
Below B 8.00%
    CCC 7.78%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.22%
Not Rated 0.06%
Not Available 0.00%
Short Term 0.00%
As of March 31, 2026
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Bond Maturity Exposure

Short Term
0.80%
Less than 1 Year
0.80%
Intermediate
80.49%
1 to 3 Years
15.46%
3 to 5 Years
29.52%
5 to 10 Years
35.51%
Long Term
14.95%
10 to 20 Years
0.00%
20 to 30 Years
14.33%
Over 30 Years
0.62%
Other
3.76%
As of March 31, 2026
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