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Fund holdings profileCurrent N-PORT coverage

MEDIUM-DURATION BOND FUND

As of May 28, 2026Source: SEC Form N-PORT, CIK 1131013
Latest answer
As of the reporting period ending December 31, 2026, MEDIUM-DURATION BOND FUND reported 1094 structured-finance (asset-backed) positions totaling $1.7B, 44.3% of its $3.9B SEC Form N-PORT portfolio.
Machine-readable data:Facts JSONAPI docs

MEDIUM-DURATION BOND FUND: Structured-Finance Exposure#

Quick Answer: Structured-Finance Holdings

As of the reporting period ending December 31, 2026, MEDIUM-DURATION BOND FUND reported 1094 structured-finance (asset-backed) positions totaling $1.7B, 44.3% of its $3.9B SEC Form N-PORT portfolio.

Source: SEC Form N-PORT (CIK 1131013)Reporting period ending December 31, 2026License: CC BY 4.0. Cite as DealCharts, dealcharts.org.Facts JSON

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

MEDIUM-DURATION BOND FUND reported 1094 structured-finance (asset-backed) positions totaling $1.7B, 44.3% of its $3.9B portfolio, as of the reporting period ending December 31, 2026 (SEC Form N-PORT). Breakdown by type: mortgage-backed securities (ABS-MBS): 280 positions ($976.0M, 24.8%); collateralized bond/debt obligations (ABS-CBDO): 133 positions ($171.5M, 4.4%); other asset-backed securities (ABS-O): 681 positions ($597.1M, 15.2%).

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

MEDIUM-DURATION BOND FUND's structured-finance (ABS/MBS) exposure is $1.7B across 1094 positions, or 44.3% of the $3.9B portfolio, as of the reporting period ending December 31, 2026.

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

This reflects MEDIUM-DURATION BOND FUND's most recent SEC Form N-PORT filing, filed May 28, 2026, covering the reporting period ending December 31, 2026. Figures are point-in-time holdings as reported to the SEC.

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

MEDIUM-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 MEDIUM-DURATION BOND FUND's latest news, products, partnerships, or leadership changes?

No. DealCharts covers MEDIUM-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 NameMEDIUM-DURATION BOND FUND
Fund LEI
1DDHUTG38S1PS4EC6J14
CIK1131013
Fund ID
S000001155

Fund Metrics

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

Portfolio Summary

Total Value
$3,937,967,131
Total Positions
2,391
Asset Categories
8
Average Position Size
$1,646,996

Asset Distribution

ABS/MBS
24.8%
Equity Preferred
0.0%
Loan
1.1%
Debt
47.2%
ABS Collateralized Bond/Debt Obligations
4.4%
Derivative-Rate
7.1%
Short-Term Investments
0.3%
ABS Other
15.2%
Filing Date
May 28, 2026
Report Date
December 31, 2026

Holdings

All portfolio holdings for this fund, sourced from the most recent NPORT-P filing on SEC EDGAR.
Preview the largest reported positions from 2,391 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 MEDIUM-DURATION BOND FUND's most recent SEC Form N-PORT filing, dated May 28, 2026, covering the reporting period ending December 31, 2026.

MEDIUM-DURATION BOND FUND reported 2,391 portfolio positions with a total reported market value of $3.9B as of the reporting period ending December 31, 2026, an average of $1.6M per position.

By reported market value, the portfolio was predominantly fixed-income-oriented (54.3% of holdings).

The largest reported asset categories were debt (47.2%), mortgage-backed securities (ABS-MBS) (24.8%), and other asset-backed securities (ABS-O) (15.2%).

The single largest asset category, debt, accounted for 47.2% of reported market value across 1,229 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
May 28, 2026
Report period
December 31, 2026
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": "MEDIUM-DURATION BOND FUND",
  "fund_lei": "1DDHUTG38S1PS4EC6J14",
  "total_holdings": 2391,
  "total_value": 3937967131.36,
  "asset_types": [
    "ABS/MBS",
    "Equity Preferred",
    "Loan",
    "Debt",
    "ABS Collateralized Bond/Debt Obligations",
    "Derivative-Rate",
    "Short-Term Investments",
    "ABS Other"
  ],
  "filing_date": "2026-05-28"
}
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