DealChartsby CMD+RVL
Fund holdings profileCurrent N-PORT coverage

Multisector Bond SMA Completion Portfolio

As of April 27, 2026Source: SEC Form N-PORT, CIK 773757
Latest answer
As of the reporting period ending August 31, 2026, Multisector Bond SMA Completion Portfolio reported 53 structured-finance (asset-backed) positions totaling $123.9M, 65.1% of its $190.3M SEC Form N-PORT portfolio.
Machine-readable data:Facts JSONAPI docs

Multisector Bond SMA Completion Portfolio: Structured-Finance Exposure#

Quick Answer: Structured-Finance Holdings

As of the reporting period ending August 31, 2026, Multisector Bond SMA Completion Portfolio reported 53 structured-finance (asset-backed) positions totaling $123.9M, 65.1% of its $190.3M SEC Form N-PORT portfolio.

Source: SEC Form N-PORT (CIK 773757)Reporting period ending August 31, 2026License: CC BY 4.0. Cite as DealCharts, dealcharts.org.Facts JSON

What structured-finance securities does Multisector Bond SMA Completion Portfolio hold?

Multisector Bond SMA Completion Portfolio reported 53 structured-finance (asset-backed) positions totaling $123.9M, 65.1% of its $190.3M portfolio, as of the reporting period ending August 31, 2026 (SEC Form N-PORT). Breakdown by type: mortgage-backed securities (ABS-MBS): 28 positions ($104.2M, 54.8%); collateralized bond/debt obligations (ABS-CBDO): 9 positions ($9.7M, 5.1%); other asset-backed securities (ABS-O): 16 positions ($9.9M, 5.2%).

What is Multisector Bond SMA Completion Portfolio's asset-backed / mortgage-backed securities (ABS/MBS) exposure?

Multisector Bond SMA Completion Portfolio's structured-finance (ABS/MBS) exposure is $123.9M across 53 positions, or 65.1% of the $190.3M portfolio, as of the reporting period ending August 31, 2026.

As of when is Multisector Bond SMA Completion Portfolio's structured-finance holdings data reported?

This reflects Multisector Bond SMA Completion Portfolio's most recent SEC Form N-PORT filing, filed April 27, 2026, covering the reporting period ending August 31, 2026. Figures are point-in-time holdings as reported to the SEC.

Where can I get Multisector Bond SMA Completion Portfolio's structured-finance holdings data?

Multisector Bond SMA Completion Portfolio's holdings are sourced from its SEC Form N-PORT filing (SEC CIK 773757) 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 Multisector Bond SMA Completion Portfolio's latest news, products, partnerships, or leadership changes?

No. DealCharts covers Multisector Bond SMA Completion Portfolio'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 NameMultisector Bond SMA Completion Portfolio
Fund LEI
549300U4Y33YCK3NRZ54
CIK773757
Fund ID
S000066845

Fund Metrics

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

Portfolio Summary

Total Value
$190,271,686
Total Positions
199
Asset Categories
6
Average Position Size
$956,139

Asset Distribution

ABS Collateralized Bond/Debt Obligations
5.1%
ABS Other
5.2%
Debt
13.4%
ABS/MBS
54.8%
Loan
9.8%
Short-Term Investments
11.7%
Filing Date
April 27, 2026
Report Date
August 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 199 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 Multisector Bond SMA Completion Portfolio's most recent SEC Form N-PORT filing, dated April 27, 2026, covering the reporting period ending August 31, 2026.

Multisector Bond SMA Completion Portfolio reported 199 portfolio positions with a total reported market value of $190.3M as of the reporting period ending August 31, 2026, an average of $956.1K per position.

By reported market value, the portfolio was predominantly securitized-credit-oriented (65.1% of holdings).

The largest reported asset categories were mortgage-backed securities (ABS-MBS) (54.8%), debt (13.4%), and short-term investments (11.7%).

The single largest asset category, mortgage-backed securities (ABS-MBS), accounted for 54.8% of reported market value across 28 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
April 27, 2026
Report period
August 31, 2026
SEC CIK
773757
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": "Multisector Bond SMA Completion Portfolio",
  "fund_lei": "549300U4Y33YCK3NRZ54",
  "total_holdings": 199,
  "total_value": 190271685.67,
  "asset_types": [
    "ABS Collateralized Bond/Debt Obligations",
    "ABS Other",
    "Debt",
    "ABS/MBS",
    "Loan",
    "Short-Term Investments"
  ],
  "filing_date": "2026-04-27"
}
Ask Cairn

What does Multisector Bond SMA Completion Portfolio mean for you?

Tell Cairn where you sit — a CUSIP you hold, or a seat you're sizing up. Cairn does the digging and tailors the answer to your position, every figure tied to the filing it came from.
Email Cairn cairn@cmdrvl.com
01Tell Cairn the fund and your seat
02Cairn does the digging
03You get the read for your seat, by email
A pilot — a question or two each, free. Cairn writes back by email, not on the spot; some answers need data dug up or a pipeline built first.
Powered by CMD+RVL

DealCharts is the public projection surface for structured-finance data: crawlable deal, fund, BDC, and dataset references with source-aware context.

© 2026 CMD+RVL. All rights reserved.·Not investment advice. For informational purposes only.·Built 2026-08-14