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The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio

As of February 27, 2026Source: SEC Form N-PORT, CIK 934563
Latest answer
As of the reporting period ending June 30, 2026, The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio reported 1773 structured-finance (asset-backed) positions totaling $233.1M, 79.2% of its $294.4M SEC Form N-PORT portfolio.
Machine-readable data:Facts JSONAPI docs

The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio: Structured-Finance Exposure#

Quick Answer: Structured-Finance Holdings

As of the reporting period ending June 30, 2026, The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio reported 1773 structured-finance (asset-backed) positions totaling $233.1M, 79.2% of its $294.4M SEC Form N-PORT portfolio.

Source: SEC Form N-PORT (CIK 934563)Reporting period ending June 30, 2026License: CC BY 4.0. Cite as DealCharts, dealcharts.org.Facts JSON

What structured-finance securities does The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio hold?

The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio reported 1773 structured-finance (asset-backed) positions totaling $233.1M, 79.2% of its $294.4M portfolio, as of the reporting period ending June 30, 2026 (SEC Form N-PORT). Breakdown by type: mortgage-backed securities (ABS-MBS): 1773 positions ($233.1M, 79.2%).

What is The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio's asset-backed / mortgage-backed securities (ABS/MBS) exposure?

The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio's structured-finance (ABS/MBS) exposure is $233.1M across 1773 positions, or 79.2% of the $294.4M portfolio, as of the reporting period ending June 30, 2026.

As of when is The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio's structured-finance holdings data reported?

This reflects The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio's most recent SEC Form N-PORT filing, filed February 27, 2026, covering the reporting period ending June 30, 2026. Figures are point-in-time holdings as reported to the SEC.

Where can I get The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio's structured-finance holdings data?

The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio's holdings are sourced from its SEC Form N-PORT filing (SEC CIK 934563) 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 The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio's latest news, products, partnerships, or leadership changes?

No. DealCharts covers The U.S. Mortgage/Asset Backed Fixed Income Securities 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 NameThe U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio
Fund LEI
549300PE1Q71JBWDLD38
CIK934563
Fund ID
S000029854

Fund Metrics

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

Portfolio Summary

Total Value
$294,406,406
Total Positions
1,778
Average Position Size
$165,583

Asset Distribution

Filing Date
February 27, 2026
Report Date
June 30, 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 1,778 total holdings, or open the complete machine-readable file.
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Context & Commentary#

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

Portfolio Context

This profile reflects The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio's most recent SEC Form N-PORT filing, dated February 27, 2026, covering the reporting period ending June 30, 2026.

The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio reported 1,778 portfolio positions with a total reported market value of $294.4M as of the reporting period ending June 30, 2026, an average of $165.6K per position.

By reported market value, the portfolio was predominantly securitized-credit-oriented (79.2% of holdings).

The largest reported asset categories were mortgage-backed securities (ABS-MBS) (79.2%), Unknown (13.1%), and short-term investments (7.7%).

The single largest asset category, mortgage-backed securities (ABS-MBS), accounted for 79.2% of reported market value across 1,773 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 27, 2026
Report period
June 30, 2026
SEC CIK
934563
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": "The U.S. Mortgage/Asset Backed Fixed Income Securities Portfolio",
  "fund_lei": "549300PE1Q71JBWDLD38",
  "total_holdings": 1778,
  "total_value": 294406406.28,
  "asset_types": [],
  "filing_date": "2026-02-27"
}
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