Core Bond Portfolio

Core Bond Portfolio is a registered fund series of Core Bond Portfolio (series S000005237). Net assets $751.5M as of 2026-03-31.

Profile

Advisers

Top holdings (200 reported)

Showing 15 of 200 holdings by value.

HoldingTickerValue% of fund
Morgan Stanley & Co. LLC$82.1M1093.09%
UMBS, TBA$79.7M1060.79%
United States Treasury$19.9M264.19%
United States Treasury$19.7M262.04%
United States Treasury$17.8M236.95%
United States Treasury$16.9M224.48%
Eaton Vance Short Duration Income ETF$14.5M193.18%
Freddie Mac$11.8M156.69%
NYKREDIT REALKREDIT A/S$11.0M145.83%
Fannie Mae$10.2M135.36%
United States Treasury$7.3M97.17%
United States Treasury$7.2M96.10%
UMBS, TBA$7.2M95.43%
Freddie Mac$6.8M90.91%
Fannie Mae$6.8M89.95%

Net asset history

Report dateNet assets
2026-03-31$751.5M
2025-12-31$759.0M
2025-09-30$745.3M
2025-06-30$696.3M
2025-03-31$659.2M
2024-12-31$581.9M
2024-09-30$676.3M
2024-06-30$598.6M

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