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Fund holdings profileCurrent N-PORT coverage

LOW-DURATION BOND FUND

As of February 23, 2026Source: SEC Form N-PORT, CIK 1131013
Latest answer
As of the reporting period ending December 31, 2025, LOW-DURATION BOND FUND reported 811 structured-finance (asset-backed) positions totaling $491.4M, 39.9% of its $1.2B SEC Form N-PORT portfolio.
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LOW-DURATION BOND FUND: Structured-Finance Exposure#

Quick Answer: Structured-Finance Holdings

As of the reporting period ending December 31, 2025, LOW-DURATION BOND FUND reported 811 structured-finance (asset-backed) positions totaling $491.4M, 39.9% of its $1.2B SEC Form N-PORT portfolio.

Source: SEC Form N-PORT (CIK 1131013)Reporting period ending December 31, 2025License: CC BY 4.0. Cite as DealCharts, dealcharts.org.Facts JSON

What structured-finance securities does LOW-DURATION BOND FUND hold?

LOW-DURATION BOND FUND reported 811 structured-finance (asset-backed) positions totaling $491.4M, 39.9% of its $1.2B portfolio, as of the reporting period ending December 31, 2025 (SEC Form N-PORT). Breakdown by type: mortgage-backed securities (ABS-MBS): 111 positions ($129.4M, 10.5%); collateralized bond/debt obligations (ABS-CBDO): 44 positions ($16.1M, 1.3%); other asset-backed securities (ABS-O): 656 positions ($345.9M, 28.1%).

What is LOW-DURATION BOND FUND's asset-backed / mortgage-backed securities (ABS/MBS) exposure?

LOW-DURATION BOND FUND's structured-finance (ABS/MBS) exposure is $491.4M across 811 positions, or 39.9% of the $1.2B portfolio, as of the reporting period ending December 31, 2025.

As of when is LOW-DURATION BOND FUND's structured-finance holdings data reported?

This reflects LOW-DURATION BOND FUND's most recent SEC Form N-PORT filing, filed February 23, 2026, covering the reporting period ending December 31, 2025. Figures are point-in-time holdings as reported to the SEC.

Where can I get LOW-DURATION BOND FUND's structured-finance holdings data?

LOW-DURATION BOND FUND's holdings are sourced from its SEC Form N-PORT filing (SEC CIK 1131013) and republished by DealCharts as structured, machine-readable data through the Facts JSON endpoint linked on this page. The data is free to reuse under a Creative Commons Attribution 4.0 (CC BY 4.0) license. Cite as DealCharts (dealcharts.org).

Does DealCharts track LOW-DURATION BOND FUND's latest news, products, partnerships, or leadership changes?

No. DealCharts covers LOW-DURATION BOND FUND's structured-finance holdings and exposure derived from SEC Form N-PORT filings, not corporate news, product launches, partnerships, acquisitions, earnings, or executive changes. For those, consult the fund sponsor's own disclosures or SEC EDGAR full-text filings.

Fund Overview

Fund NameLOW-DURATION BOND FUND
Fund LEI
9BE6SBW2673VQIZ82C44
CIK1131013
Fund ID
S000001154

Fund Metrics

Portfolio summary and asset distribution sourced from SEC NPORT-P filings.

Portfolio Summary

Total Value
$1,230,252,958
Total Positions
1,531
Average Position Size
$803,562

Asset Distribution

Filing Date
February 23, 2026
Report Date
December 31, 2025

Holdings

All portfolio holdings for this fund, sourced from the most recent NPORT-P filing on SEC EDGAR.
Preview the largest reported positions from 1,531 total holdings, or open the complete machine-readable file.
Open complete JSON →

Context & Commentary#

Expert analysis, research, and commentary from verified entities and contributors.

Portfolio Context

This profile reflects LOW-DURATION BOND FUND's most recent SEC Form N-PORT filing, dated February 23, 2026, covering the reporting period ending December 31, 2025.

LOW-DURATION BOND FUND reported 1,531 portfolio positions with a total reported market value of $1.2B as of the reporting period ending December 31, 2025, an average of $803.6K per position.

By reported market value, the portfolio was predominantly fixed-income-oriented (58.6% of holdings).

The largest reported asset categories were debt (57.8%), other asset-backed securities (ABS-O) (28.1%), and mortgage-backed securities (ABS-MBS) (10.5%).

The single largest asset category, debt, accounted for 57.8% of reported market value across 707 positions.

Auto-generated from this fund's SEC Form N-PORT filing data. Figures are point-in-time as reported.

Entity Statements

Regulatory context

Recent SEC Filing Activity

DealCharts currently indexes the latest NPORT-P holdings filing for this fund and links to official SEC EDGAR results for related shareholder and prospectus filings.
Form
NPORT-P
Filing date
February 23, 2026
Report period
December 31, 2025
SEC CIK
1131013
Official SEC EDGAR links
Latest indexed NPORT-P filingNPORT-P holdingsN-CSR reports497K prospectusFund facts JSON

External Analysis

Datasets & API#

Access the raw data behind this fund page through multiple channels: REST API or direct downloads.
Facts APIMachine-readable fund facts: holdings, positions, and metadata. No API key required.
Structured Facts (JSON-LD)Machine-readable facts for LLMs, research, and automation.
{
  "fund_name": "LOW-DURATION BOND FUND",
  "fund_lei": "9BE6SBW2673VQIZ82C44",
  "total_holdings": 1531,
  "total_value": 1230252957.53,
  "asset_types": [],
  "filing_date": "2026-02-23"
}
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