Portfolio of Investments – as of March 31, 2026 (Unaudited)
Loomis Sayles Strategic Alpha Fund
Principal
Amount ()
Description
Value ()
Bonds and Notes — 73.7% of Net Assets
Non-Convertible Bonds — 73.4%
ABS Car Loan — 2.8%
$730,000
American Credit Acceptance Receivables Trust,
Series 2023-4, Class D, 7.650%, 9/12/2030(a)
$750,378
300,000
American Credit Acceptance Receivables Trust,
Series 2025-1, Class D, 5.540%, 8/12/2031(a)
302,621
195,000
AutoNation Finance Trust, Series 2026-1A,
Class D, 5.070%, 1/11/2034(a)
193,702
940,000
Avis Budget Rental Car Funding AESOP LLC,
Series 2024-3A, Class B, 5.580%, 12/20/2030(a)
952,886
205,000
Avis Budget Rental Car Funding AESOP LLC,
Series 2024-3A, Class C, 6.110%, 12/20/2030(a)
207,730
945,000
Avis Budget Rental Car Funding AESOP LLC,
Series 2025-2A, Class C, 6.240%, 8/20/2031(a)
962,844
875,000
Bridgecrest Lending Auto Securitization Trust,
Series 2024-2, Class D, 6.300%, 2/15/2030
895,738
1,720,000
CarMax Select Receivables Trust,
Series 2025-B, Class D, 5.330%, 7/15/2031
1,725,096
265,000
Carvana Auto Receivables Trust,
Series 2023-N1, Class D, 6.690%, 7/10/2029(a)
269,590
125,000
Carvana Auto Receivables Trust,
Series 2023-N4, Class D, 7.220%, 2/11/2030(a)
129,464
100,000
Carvana Auto Receivables Trust,
Series 2024-N1, Class C, 5.800%, 5/10/2030(a)
101,218
320,000
Carvana Auto Receivables Trust,
Series 2024-N3, Class D, 5.380%, 12/10/2030(a)
319,923
209,000
Carvana Auto Receivables Trust, Series 2024-P1,
Class D, 6.250%, 3/10/2031(a)
213,771
100,000
Credit Acceptance Auto Loan Trust,
Series 2024-1A, Class C, 6.710%, 7/17/2034(a)
101,852
290,000
Credit Acceptance Auto Loan Trust,
Series 2024-2A, Class C, 6.700%, 10/16/2034(a)
299,217
260,000
Credit Acceptance Auto Loan Trust,
Series 2024-3A, Class C, 5.390%, 1/16/2035(a)
261,652
190,000
Credit Acceptance Auto Loan Trust,
Series 2025-2A, Class C, 5.380%, 3/17/2036(a)
191,100
255,000
Drive Auto Receivables Trust, Series 2024-1,
Class C, 5.430%, 11/17/2031
257,397
680,000
Drive Auto Receivables Trust, Series 2025-2,
Class D, 4.900%, 12/15/2032
676,623
1,342,421
DT Auto Owner Trust, Series 2022-2A, Class D,
5.460%, 3/15/2028(a)
1,346,843
1,830,000
DT Auto Owner Trust, Series 2023-3A, Class D,
7.120%, 5/15/2029(a)
1,877,737
960,000
Exeter Automobile Receivables Trust,
Series 2023-5A, Class D, 7.130%, 2/15/2030
984,327
365,000
Exeter Automobile Receivables Trust,
Series 2024-5A, Class D, 5.060%, 2/18/2031
363,506
790,023
FHF Issuer Trust, Series 2025-1A, Class A2,
4.920%, 2/15/2031(a)
789,678
1,785,000
FHF Issuer Trust, Series 2025-2A, Class A2,
5.750%, 5/15/2030(a)
1,784,741
325,000
First Investors Auto Owner Trust,
Series 2025-1A, Class D, 5.220%, 12/15/2033(a)
325,768
168,659
Flagship Credit Auto Trust, Series 2022-3,
Class C, 4.990%, 7/17/2028(a)
168,889
950,000
Flagship Credit Auto Trust, Series 2022-3,
Class D, 6.000%, 7/17/2028(a)
896,687
151,565
Flagship Credit Auto Trust, Series 2022-4,
Class C, 7.710%, 10/16/2028(a)
153,091
Principal
Amount (‡)
Description
Value (†)
ABS Car Loan — continued
$275,000
Flagship Credit Auto Trust, Series 2023-1,
Class C, 5.430%, 5/15/2029(a)
$275,462
320,000
Flagship Credit Auto Trust, Series 2023-3,
Class C, 6.010%, 7/16/2029(a)
322,782
735,000
Flagship Credit Auto Trust, Series 2023-3,
Class D, 6.580%, 8/15/2029(a)
695,948
180,000
Flagship Credit Auto Trust, Series 2024-1,
Class C, 5.790%, 2/15/2030(a)
181,289
285,000
Ford Credit Auto Lease Trust, Series 2023-B,
Class D, 6.970%, 6/15/2028
285,201
460,000
Ford Credit Auto Owner Trust, Series 2023-2,
Class D, 6.600%, 2/15/2036(a)
473,572
240,000
GLS Auto Receivables Issuer Trust,
Series 2023-3A, Class D, 6.440%, 5/15/2029(a)
245,166
200,000
GLS Auto Receivables Issuer Trust,
Series 2024-1A, Class D, 5.950%, 12/17/2029(a)
203,544
105,000
GLS Auto Select Receivables Trust,
Series 2024-2A, Class C, 5.930%, 6/17/2030(a)
107,557
100,000
GLS Auto Select Receivables Trust,
Series 2024-2A, Class D, 6.370%, 8/15/2031(a)
102,906
100,000
GLS Auto Select Receivables Trust,
Series 2024-4A, Class D, 5.280%, 10/15/2031(a)
100,052
1,530,000
Hertz Vehicle Financing III LLC, Series 2025-3A,
Class C, 6.130%, 12/26/2029(a)
1,540,750
316,137
Huntington Bank Auto Credit-Linked Notes,
Series 2025-2, Class C, 30 day USD SOFR
Average + 2.350%, 6.023%, 9/20/2033(a)(b)
316,658
100,000
LAD Auto Receivables Trust, Series 2024-3A,
Class D, 5.180%, 2/17/2032(a)
100,280
113,675
Lendbuzz Securitization Trust, Series 2026-1A,
Class B, 5.160%, 12/16/2030(a)
113,121
136,409
Lendbuzz Securitization Trust, Series 2026-1A,
Class C, 5.740%, 9/15/2031(a)
136,782
210,000
Prestige Auto Receivables Trust, Series 2023-2A,
Class D, 7.710%, 8/15/2029(a)
212,626
745,000
Red Oak Funding Master Trust, Series 2025-1A,
Class A, 30 day USD SOFR Average + 2.000%,
5.673%, 12/20/2030(a)(b)
745,862
1,760,000
Santander Bank Auto Credit-Linked Notes,
Series 2025-A, Class G, 11.049%, 1/16/2034(a)
1,750,822
955,000
Santander Drive Auto Receivables Trust,
Series 2024-3, Class D, 5.970%, 10/15/2031
977,695
100,000
SBNA Auto Receivables Trust, Series 2024-A,
Class D, 6.040%, 4/15/2030(a)
101,703
625,000
USB Auto Owner Trust, Series 2025-1A, Class D,
5.400%, 12/15/2032(a)
628,074
930,000
Western Funding Auto Loan Trust, Series 2025-1,
Class C, 5.340%, 11/15/2035(a)
928,781
635,000
Westlake Automobile Receivables Trust,
Series 2023-3A, Class D, 6.470%, 3/15/2029(a)
646,515
815,000
Westlake Automobile Receivables Trust,
Series 2023-4A, Class D, 7.190%, 7/16/2029(a)
837,123
290,000
Westlake Automobile Receivables Trust,
Series 2024-1A, Class C, 5.650%, 2/15/2029(a)
292,398
720,000
Westlake Automobile Receivables Trust,
Series 2024-1A, Class D, 6.020%, 10/15/2029(a)
733,231
195,000
Westlake Automobile Receivables Trust,
Series 2024-2A, Class D, 5.910%, 4/15/2030(a)
198,892
260,000
Westlake Automobile Receivables Trust,
Series 2025-1A, Class D, 5.540%, 11/15/2030(a)
262,058
 
31,020,919

Principal
Amount (‡)
Description
Value (†)
ABS Credit Card — 0.3%
$1,100,000
Fortiva Retail Credit Master Note Business
Trust, Series 2024-ONE, Class B,
9.700%, 11/15/2029(a)
$1,107,330
585,000
Mercury Financial Credit Card Master Trust,
Series 2025-1A, Class B, 6.160%, 12/22/2031(a)
575,424
1,420,000
Mercury Financial Credit Card Master Trust,
Series 2025-1A, Class C, 8.290%, 12/22/2031(a)
1,397,599
 
3,080,353
ABS Home Equity — 2.6%
126,504
Banc of America Alternative Loan Trust,
Series 2003-8, Class 1CB1, 5.500%, 10/25/2033(c)
126,049
116,889
Banc of America Funding Trust, Series 2005-7,
Class 3A1, 5.750%, 11/25/2035(c)
117,362
65,336
Banc of America Funding Trust, Series 2007-4,
Class 5A1, 5.500%, 11/25/2034(c)
56,710
2,315,000
BINOM Securitization Trust, Series 2022-RPL1,
Class M1, 3.000%, 2/25/2061(a)(b)
1,889,206
1,950,000
CAFL Issuer LLC, Series 2026-R1, Class A1,
6.773%, 3/25/2036(a)(b)
1,947,781
235,000
Cardinal Mortgage Trust, Series 2025-RTL1,
Class A1, 5.593%, 11/25/2030(a)(b)
235,362
335,000
Cardinal Mortgage Trust, Series 2025-RTL1,
Class A2, 6.763%, 11/25/2030(a)(b)
336,301
18,237
CHL Mortgage Pass-Through Trust,
Series 2004-HYB4, Class 2A1,
5.158%, 9/20/2034(b)(c)
16,896
940,259
CoreVest American Finance Trust, Series 2019-2,
Class B, 3.424%, 6/15/2052(a)
908,065
245,000
CoreVest American Finance Trust, Series 2020-2,
Class C, 4.536%, 5/15/2052(a)(b)
242,110
1,340,000
CoreVest American Finance Trust, Series 2020-4,
Class C, 2.250%, 12/15/2052(a)
1,250,752
151,546
Countrywide Alternative Loan Trust,
Series 2003-22CB, Class 1A1, 5.750%, 12/25/2033
153,634
72,771
Countrywide Alternative Loan Trust,
Series 2004-16CB, Class 1A1,
5.500%, 7/25/2034(c)
71,230
58,244
Countrywide Alternative Loan Trust,
Series 2004-16CB, Class 3A1,
5.500%, 8/25/2034(c)
57,032
68,048
Countrywide Alternative Loan Trust,
Series 2004-J10, Class 2CB1,
6.000%, 9/25/2034(c)
68,224
1,456,706
Credit Suisse Mortgage Trust, Series 2021-RPL4,
Class A1, 4.152%, 12/27/2060(a)(b)
1,451,585
82,802
CSFB Mortgage-Backed Pass-Through
Certificates, Series 2003-27, Class 4A4,
5.750%, 11/25/2033
83,299
311,489
DSLA Mortgage Loan Trust, Series 2005-AR5,
Class 2A1A, 1 mo. USD SOFR + 0.774%,
4.451%, 9/19/2045(b)(c)
161,227
255,000
Federal National Mortgage Association
Connecticut Avenue Securities Trust,
Series 2023-R06, Class 1M2, 30 day USD SOFR
Average + 2.700%, 6.362%, 7/25/2043(a)(b)
260,572
45,000
Federal National Mortgage Association
Connecticut Avenue Securities Trust,
Series 2023-R08, Class 1M2, 30 day USD SOFR
Average + 2.500%, 6.162%, 10/25/2043(a)(b)
45,796
82,204
GCAT Trust, Series 2019-RPL1, Class A1,
2.650%, 10/25/2068(a)(b)
80,280
Principal
Amount (‡)
Description
Value (†)
ABS Home Equity — continued
$218,850
Home Partners of America Trust, Series 2021-1,
Class E, 2.577%, 9/17/2041(a)
$197,998
281,679
IndyMac INDX Mortgage Loan Trust,
Series 2004-AR7, Class A5, 1 mo. USD SOFR +
1.334%, 5.013%, 9/25/2034(b)(c)
223,578
437,154
JP Morgan Mortgage Trust, Series 2004-S1,
Class 2A1, 6.000%, 9/25/2034
449,241
206,747
Lehman XS Trust, Series 2006-2N, Class 1A1,
1 mo. USD SOFR + 0.634%,
4.313%, 2/25/2046(b)(c)
186,714
181,107
MASTR Adjustable Rate Mortgages Trust,
Series 2004-4, Class 5A1, 6.750%, 5/25/2034(b)(c)
177,789
81,554
MASTR Alternative Loan Trust, Series 2003-9,
Class 4A1, 5.250%, 11/25/2033(c)
81,012
57,981
MASTR Alternative Loan Trust, Series 2004-5,
Class 1A1, 5.500%, 6/25/2034(c)
57,788
62,961
MASTR Alternative Loan Trust, Series 2004-5,
Class 2A1, 6.000%, 6/25/2034(c)
63,717
252,426
MASTR Alternative Loan Trust, Series 2004-8,
Class 2A1, 6.000%, 9/25/2034(c)
250,649
4,058
Merrill Lynch Mortgage Investors Trust,
Series 2006-2, Class 2A, 5.622%, 5/25/2036(b)(c)
3,833
245,000
Mill City Mortgage Loan Trust,
Series 2021-NMR1, Class M2,
2.500%, 11/25/2060(a)(b)
215,167
218,817
Morgan Stanley Mortgage Loan Trust,
Series 2005-7, Class 4A2, 5.500%, 11/25/2035(c)
126,093
381,100
Morgan Stanley Mortgage Loan Trust,
Series 2005-7, Class 7A5, 5.500%, 11/25/2035(c)
327,844
785,000
New Residential Mortgage Loan Trust,
Series 2024-RTL1, Class A1,
6.664%, 3/25/2039(a)(b)
785,654
658,399
NLT Trust, Series 2023-1, Class A1,
3.200%, 10/25/2062(a)(b)
606,879
820,000
NYMT Loan Trust, Series 2024-BPL2, Class A1,
6.509%, 5/25/2039(a)(b)
823,379
445,000
NYMT Loan Trust, Series 2024-BPL3, Class A2,
5.637%, 9/25/2039(a)(b)
445,034
347,374
NYMT Loan Trust, Series 2024-CP1, Class A1,
3.750%, 2/25/2068(a)(b)
321,338
570,000
Progress Residential Trust, Series 2021-SFR3,
Class E1, 2.538%, 5/17/2026(a)
567,720
470,000
Progress Residential Trust, Series 2021-SFR3,
Class E2, 2.688%, 5/17/2026(a)
468,118
930,000
Progress Residential Trust, Series 2021-SFR5,
Class E1, 2.209%, 7/17/2038(a)
922,593
400,000
Progress Residential Trust, Series 2021-SFR5,
Class E2, 2.359%, 7/17/2038(a)
396,848
415,000
Progress Residential Trust, Series 2021-SFR7,
Class E2, 2.640%, 8/17/2040(a)
388,564
235,000
Progress Residential Trust, Series 2023-SFR2,
Class D, 4.500%, 10/17/2040(a)
229,490
61,982
PRPM LLC, Series 2023-RCF2, Class A1,
4.000%, 11/25/2053(a)(b)
61,104
258,776
PRPM LLC, Series 2024-7, Class A1,
5.870%, 11/25/2029(a)(b)
258,870
72,145
PRPM LLC, Series 2024-RCF1, Class A1,
4.000%, 1/25/2054(a)(b)
71,198
90,265
PRPM LLC, Series 2025-2, Class A1,
6.469%, 5/25/2030(a)(b)
90,052
1,155,000
PRPM LLC, Series 2025-2, Class A2,
9.560%, 5/25/2030(a)(b)
1,151,576

Principal
Amount (‡)
Description
Value (†)
ABS Home Equity — continued
$1,103,282
PRPM LLC, Series 2025-8, Class A1,
5.385%, 10/25/2030(a)(b)
$1,098,300
892,242
PRPM LLC, Series 2026-1, Class A1,
5.185%, 2/25/2031(a)(b)
882,822
854,101
PRPM LLC, Series 2026-2, Class A1,
5.089%, 2/25/2031(a)(b)
851,387
930,000
Roc Mortgage Trust, Series 2024-RTL1, Class A1,
5.589%, 10/25/2039(a)(b)
931,294
1,220,000
Roc Mortgage Trust, Series 2024-RTL1,
Class M1, 7.277%, 10/25/2039(a)(b)
1,226,989
1,465,514
Structured Adjustable Rate Mortgage Loan
Trust, Series 2005-14, Class A1, 1 mo. USD SOFR
+ 0.424%, 4.103%, 7/25/2035(b)
840,476
1,040,000
Tricon American Homes Trust, Series 2020-SFR1,
Class E, 3.544%, 7/17/2038(a)
1,033,385
1,170,000
Tricon American Homes Trust, Series 2020-SFR2,
Class E1, 2.730%, 11/17/2039(a)
1,119,154
525,000
TVC Mortgage Trust, Series 2024-RRTL1,
Class A2, 5.956%, 7/25/2039(a)(b)
526,553
110,000
TVC Mortgage Trust, Series 2026-RRTL1,
Class A1, 4.964%, 2/25/2041(a)(b)
109,451
150,000
TVC Mortgage Trust, Series 2026-RRTL1,
Class A2, 5.315%, 2/25/2041(a)(b)
148,928
 
28,278,052
ABS Other — 6.7%
1,117,250
AASET Ltd., Series 2024-2A, Class A,
5.930%, 9/16/2049(a)
1,125,480
716,365
AASET Trust, Series 2021-1A, Class A,
2.950%, 11/16/2041(a)
690,887
86,712
Accelerated Assets LLC, Series 2018-1, Class B,
4.510%, 12/02/2033(a)
85,620
130,000
Affirm Asset Securitization Trust,
Series 2024-X2, Class D, 6.080%, 12/17/2029(a)
130,345
2,218,114
AIM Aviation Finance Ltd., Series 2015-1A,
Class B1, 5.072%, 2/15/2040(a)(b)
1,810,869
661,862
ALTDE Trust, Series 2025-1A, Class A,
5.900%, 8/15/2050(a)
665,808
2,825,000
Applebee's Funding LLC/IHOP Funding LLC,
Series 2025-1A, Class A2, 6.720%, 6/07/2055(a)
2,825,628
119,785
Aqua Finance Trust, Series 2019-A, Class C,
4.010%, 7/16/2040(a)
117,239
250,000
Aqua Finance Trust, Series 2024-A, Class D,
6.530%, 4/18/2050(a)
251,184
1,070,000
BasePoint MCA Securitization II LLC,
Series 2025-1A, Class C, 11.789%, 8/15/2031(a)
1,063,989
236,142
BHG Securitization Trust, Series 2022-A, Class B,
2.700%, 2/20/2035(a)
235,839
343,242
BHG Securitization Trust, Series 2023-B, Class B,
7.450%, 12/17/2036(a)
357,209
112,551
BHG Securitization Trust, Series 2024-1CON,
Class B, 6.490%, 4/17/2035(a)
115,269
59,304
Business Jet Securities LLC, Series 2024-1A,
Class B, 6.924%, 5/15/2039(a)
60,672
335,067
Castlelake Aircraft Securitization Trust,
Series 2018-1, Class B, 5.300%, 6/15/2043(a)
328,373
102,903
Castlelake Aircraft Structured Trust,
Series 2019-1A, Class A, 3.967%, 4/15/2039(a)
101,878
1,813,117
CLI Funding VIII LLC, Series 2025-R, Class A,
6.610%, 6/21/2050(a)
1,796,599
2,204,974
CLIF Holdings LLC, Series 2025-1H, Class A,
6.720%, 12/20/2050(a)
2,188,135
Principal
Amount (‡)
Description
Value (†)
ABS Other — continued
$457,946
Clsec Holdings 22t LLC, Series 2021-1, Class C,
6.171%, 5/11/2037(a)
$448,552
635,000
Compass Datacenters Issuer III LLC,
Series 2025-1A, Class A2, 5.656%, 2/25/2050(a)
638,129
115,000
Compass Datacenters Issuer III LLC,
Series 2025-1A, Class A3, 5.852%, 2/25/2050(a)
115,262
845,000
Compass Datacenters Issuer III LLC,
Series 2025-3A, Class A2, 5.286%, 7/25/2050(a)
836,697
334,545
Crockett Partners Equipment Co. IIA LLC,
Series 2024-1C, Class C, 10.160%, 1/20/2031(a)
347,592
1,215,000
DataBank Issuer II LLC, Series 2025-1A,
Class A2, 5.180%, 9/27/2055(a)
1,178,565
2,675,000
EDI ABS Issuer 1 LLC, Series 2025-1A, Class A2,
4.450%, 7/25/2055(a)
2,560,844
364,393
EverBright Solar Trust, Series 2024-A, Class A,
6.430%, 6/22/2054(a)
307,547
112,192
Foundation Finance Trust, Series 2023-2A,
Class D, 9.100%, 6/15/2049(a)
119,393
225,720
Foundation Finance Trust, Series 2024-2A,
Class D, 6.590%, 3/15/2050(a)
229,867
695,727
Foundation Finance Trust, Series 2025-1A,
Class B, 5.260%, 4/15/2050(a)
697,603
487,912
Foundation Finance Trust, Series 2025-1A,
Class D, 6.090%, 4/15/2050(a)
485,983
780,000
Foundation Finance Trust, Series 2025-2A,
Class D, 5.680%, 4/15/2052(a)
777,195
626,717
Global SC Finance X Ltd., Series 2025-1H,
Class A, 6.169%, 9/20/2045(a)
623,532
1,398,700
Global SC Finance X Ltd., Series 2025-1H,
Class B, 7.848%, 9/20/2045(a)
1,391,975
139,011
GoodLeap Home Improvement Solutions Trust,
Series 2024-1A, Class B, 6.380%, 10/20/2046(a)
140,402
25,622
Hilton Grand Vacations Trust, Series 2022-1D,
Class C, 4.690%, 6/20/2034(a)
25,575
236,475
Hilton Grand Vacations Trust, Series 2025-1A,
Class C, 5.520%, 5/27/2042(a)
237,715
706,292
Hilton Grand Vacations Trust, Series 2025-3EXT,
Class C, 5.390%, 10/25/2044(a)
703,278
142,532
Horizon Aircraft Finance III Ltd., Series 2019-2,
Class A, 3.425%, 11/15/2039(a)
139,319
1,745,000
Horizon Aircraft Finance III Ltd., Series 2019-2,
Class E, Zero Coupon, 11/15/2039(a)
314,100
150,000
HPEFS Equipment Trust, Series 2023-2A, Class D,
6.970%, 7/21/2031(a)
151,035
180,000
Kapitus Asset Securitization IV LLC,
Series 2024-1A, Class 1C, 7.150%, 9/10/2031(a)
177,530
500,000
Kapitus Asset Securitization IV LLC,
Series 2024-1A, Class A, 5.490%, 9/10/2031(a)
500,803
1,077,690
Labrador Aviation Finance Ltd., Series 2016-1A,
Class A1, 4.300%, 1/15/2042(a)
1,105,378
175,000
Lendmark Funding Trust, Series 2025-1A,
Class D, 6.480%, 9/20/2034(a)
177,600
1,175,000
Lightpath Fiber Issuer LLC, Series 2026-1A,
Class A2, 5.597%, 3/25/2056(a)
1,171,743
609,539
Lunar Structured Aircraft Portfolio Notes,
Series 2021-1, Class A, 2.636%, 10/15/2046(a)
578,878
110,000
Mariner Finance Issuance Trust,
Series 2024-AA, Class D, 6.770%, 9/22/2036(a)
111,801
910,000
Marlette Funding Trust, Series 2023-4A, Class B,
8.150%, 12/15/2033(a)
930,980
1,814,137
MAST Ltd., Series 2026-1A, Class A,
5.134%, 2/15/2051(a)
1,783,250

Principal
Amount (‡)
Description
Value (†)
ABS Other — continued
$97,363
Mosaic Solar Loan Trust, Series 2022-3A,
Class A, 6.100%, 6/20/2053(a)
$95,094
60,290
MVW LLC, Series 2020-1A, Class C,
4.210%, 10/20/2037(a)
60,044
56,224
MVW LLC, Series 2024-1A, Class C,
6.200%, 2/20/2043(a)
57,136
710,000
NFAS3 LLC, Series 2025-1, Class A,
6.351%, 5/15/2031(a)
713,027
485,000
Octane Receivables Trust, Series 2025-1A,
Class D, 5.400%, 12/22/2031(a)
482,980
375,000
OnDeck Asset Securitization Trust IV LLC,
Series 2024-1A, Class C, 8.990%, 6/17/2031(a)
380,170
165,000
OnDeck Asset Securitization Trust IV LLC,
Series 2024-2A, Class C, 7.030%, 10/17/2031(a)
164,468
1,020,000
OneMain Financial Issuance Trust,
Series 2020-2A, Class C, 2.760%, 9/14/2035(a)
990,489
810,000
OneMain Financial Issuance Trust,
Series 2021-1A, Class D, 2.470%, 6/16/2036(a)
762,015
1,319,181
OWN Equipment Fund I LLC, Series 2024-2M,
Class A, 5.700%, 12/20/2032(a)
1,327,107
939,476
OWN Equipment Fund II LLC, Series 2025-1M,
Class A, 5.480%, 9/26/2033(a)
938,104
829,878
OWN Equipment Fund III LLC, Series 2025-2M,
Class B, 6.490%, 3/27/2034(a)
823,928
188,718
PK ALIFT Loan Funding 3 LP, Series 2024-1,
Class A1, 5.842%, 9/15/2039(a)
191,911
680,000
Planet Fitness Master Issuer LLC,
Series 2025-1A, Class A2I, 5.274%, 12/06/2055(a)
679,756
555,000
QTS Issuer ABS II LLC, Series 2025-1A, Class B,
5.778%, 10/05/2055(a)
536,823
165,000
QTS Issuer ABS II LLC, Series 2026-1A, Class B,
6.729%, 1/05/2056(a)
163,302
2,575,000
QTS Issuer ABS II LLC, Series 2026-5A, Class B,
7.200%, 3/05/2056(a)
2,570,702
1,945,000
Regional Management Issuance Trust,
Series 2025-2, Class C, 5.360%, 11/16/2037(a)
1,919,479
405,000
Regional Management Issuance Trust,
Series 2025-2, Class D, 6.010%, 11/16/2037(a)
398,563
435,000
Republic Finance Issuance Trust, Series 2024-A,
Class A, 5.910%, 8/20/2032(a)
436,627
120,000
Republic Finance Issuance Trust, Series 2024-B,
Class A, 5.420%, 11/20/2037(a)
121,184
430,000
Republic Finance Issuance Trust, Series 2024-B,
Class C, 6.600%, 11/20/2037(a)
437,059
645,000
RFS Asset Securitization II LLC, Series 2024-1,
Class A, 6.550%, 7/15/2031(a)
652,935
105,000
SCF Equipment Leasing LLC, Series 2024-1A,
Class C, 5.820%, 9/20/2032(a)
107,493
100,000
SCF Equipment Leasing LLC, Series 2024-1A,
Class D, 6.580%, 6/21/2033(a)
103,809
535,000
SEB Funding LLC, Series 2024-1A, Class A2,
7.386%, 4/30/2054(a)
544,506
2,490,000
SF ABS Issuer LLC, Series 2025-1A, Class B,
5.866%, 11/25/2055(a)
2,422,969
1,265,000
Shentel Issuer LLC, Series 2025-1A, Class A2,
5.640%, 12/20/2055(a)
1,274,570
58,689
Sierra Timeshare Receivables Funding LLC,
Series 2023-1A, Class C, 7.000%, 1/20/2040(a)
59,917
50,132
Sierra Timeshare Receivables Funding LLC,
Series 2023-2A, Class C, 7.300%, 4/20/2040(a)
51,575
144,976
Sierra Timeshare Receivables Funding LLC,
Series 2025-3A, Class C, 4.980%, 8/22/2044(a)
143,570
Principal
Amount (‡)
Description
Value (†)
ABS Other — continued
$756,000
Slam Ltd., Series 2021-1A, Class B,
3.422%, 6/15/2046(a)
$721,471
668,056
Slam Ltd., Series 2024-1A, Class A,
5.335%, 9/15/2049(a)
665,495
662,370
SpringCastle America Funding LLC,
Series 2020-AA, Class A, 1.970%, 9/25/2037(a)
624,056
1,890,000
Sprite Ltd., Series 2026-1, Class A,
5.227%, 3/15/2041(a)
1,859,784
1,745,000
Sprite Ltd., Series 2026-1, Class C,
9.413%, 3/15/2041(a)
1,726,699
828,520
Stream Innovations Issuer Trust, Series 2025-1A,
Class C, 6.120%, 9/15/2045(a)
834,357
102,342
Sunnova Helios II Issuer LLC, Series 2019-AA,
Class A, 3.750%, 6/20/2046(a)
93,767
339,744
Sunnova Helios V Issuer LLC, Series 2021-A,
Class B, 3.150%, 2/20/2048(a)
173,480
388,322
Sunnova Helios XIII Issuer LLC, Series 2024-A,
Class A, 5.300%, 2/20/2051(a)
333,040
631,482
Sunrun Athena Issuer LLC, Series 2018-1,
Class A, 5.310%, 4/30/2049(a)
609,648
1,040,081
Sunrun Atlas Issuer LLC, Series 2019-2, Class A,
3.610%, 2/01/2055(a)
1,003,369
893,680
Sunrun Demeter Issuer LLC, Series 2021-2A,
Class A, 2.270%, 1/30/2057(a)
811,145
1,650,160
Sunrun Vulcan Issuer LLC, Series 2021-1A,
Class A, 2.460%, 1/30/2052(a)
1,519,502
1,653,117
Thrust Engine Leasing DAC, Series 2021-1A,
Class A, 4.163%, 7/15/2040(a)
1,634,984
140,250
TIF Funding III LLC, Series 2024-1A, Class A,
5.480%, 4/20/2049(a)
140,835
2,690,654
TMCL VII Holdings Ltd., Series 2025-1H, Class A,
6.430%, 7/23/2050(a)
2,686,932
950,000
Trafigura Securitisation Finance PLC,
Series 2024-1A, Class A1, 1 day USD SOFR +
1.400%, 5.041%, 11/15/2027(a)(b)
949,604
335,000
Trafigura Securitisation Finance PLC,
Series 2024-1A, Class B, 7.290%, 11/15/2027(a)
335,023
135,000
Uniti Fiber ABS Issuer LLC, Series 2025-1A,
Class A2, 5.877%, 4/20/2055(a)
137,068
138,532
Volofin Finance DAC, Series 2024-1A, Class A,
5.935%, 6/15/2037(a)
139,539
180,985
Volofin Finance DAC, Series 2024-1A, Class B,
6.211%, 6/15/2037(a)
184,456
1,744,882
Wave LLC, Series 2019-1, Class A,
3.597%, 9/15/2044(a)
1,710,084
1,580,084
Wave LLC, Series 2019-1, Class C,
6.413%, 9/15/2044(a)
1,330,270
586,150
Willis Engine Structured Trust V, Series 2020-A,
Class A, 3.228%, 3/15/2045(a)
568,194
181,664
Willis Engine Structured Trust V, Series 2020-A,
Class B, 4.212%, 3/15/2045(a)
176,166
200,436
Willis Engine Structured Trust VI, Series 2021-A,
Class A, 3.104%, 5/15/2046(a)
188,779
119,396
Willis Engine Structured Trust VII, Series 2023-A,
Class A, 8.000%, 10/15/2048(a)
121,733
 
73,849,938
ABS Residential Mortgage — 1.3%
643,079
GITSIT Mortgage Loan Trust, Series 2025-NPL1,
Class A1, 6.276%, 2/25/2055(a)(b)
643,486
935,000
GITSIT Mortgage Loan Trust, Series 2025-NPL1,
Class A2, 8.837%, 2/25/2055(a)(b)
936,390

Principal
Amount (‡)
Description
Value (†)
ABS Residential Mortgage — continued
$1,489,450
GITSIT Mortgage Loan Trust, Series 2025-NPL2,
Class A1, 5.425%, 12/25/2055(a)(b)
$1,481,430
504,970
MFA Trust, Series 2024-NPL1, Class A1,
6.330%, 9/25/2054(a)(b)
505,592
546,061
Pretium Mortgage Credit Partners LLC,
Series 2025-NPL3, Class A1,
6.708%, 4/25/2055(a)(b)
546,579
683,264
Pretium Mortgage Credit Partners LLC,
Series 2025-NPL6, Class A1,
5.744%, 6/25/2055(a)(b)
684,315
1,458,872
Pretium Mortgage Credit Partners LLC,
Series 2025-NPL8, Class A1,
5.732%, 8/25/2055(a)(b)
1,461,951
194,909
Pretium Mortgage Credit Partners LLC,
Series 2026-NPL1, Class A1,
5.180%, 1/25/2056(a)(b)
193,330
1,001,593
Pretium Mortgage Credit Partners LLC,
Series 2026-NPL2, Class A1,
5.151%, 2/25/2056(a)(b)
993,711
1,105,000
Pretium Mortgage Credit Partners LLC,
Series 2026-NPL4, Class A1,
5.510%, 4/25/2056(a)(b)
1,105,055
1,392,024
RCO IX Mortgage LLC, Series 2025-2, Class A1,
6.513%, 4/25/2030(a)(b)
1,393,893
1,675,304
RCO IX Mortgage LLC, Series 2025-4, Class A1,
5.310%, 10/25/2030(a)(b)
1,673,994
1,695,000
RCO X Mortgage LLC, Series 2026-1, Class A1,
5.536%, 3/25/2031(a)(b)
1,695,103
836,316
VCAT LLC, Series 2025-NPL3, Class A1,
5.889%, 2/25/2055(a)(b)
837,353
683,808
VCAT LLC, Series 2026-NPL1, Class A1,
5.101%, 1/25/2056(a)(b)
679,983
 
14,832,165
ABS Student Loan — 1.0%
105,881
Ascent Education Funding Trust, Series 2024-A,
Class A, 6.140%, 10/25/2050(a)
108,028
105,000
Ascent Education Funding Trust, Series 2024-A,
Class C, 8.010%, 10/25/2050(a)
102,370
263,199
College Avenue Student Loans LLC,
Series 2021-A, Class D, 4.120%, 7/25/2051(a)
250,039
470,654
Education Funding Trust, Series 2020-A, Class A,
2.790%, 7/25/2041(a)
451,101
358,590
Navient Private Education Refi Loan Trust,
Series 2018-A, Class B, 3.680%, 2/18/2042(a)
353,417
1,092,396
Navient Private Education Refi Loan Trust,
Series 2018-CA, Class B, 4.220%, 6/16/2042(a)
1,078,246
3,410,000
Navient Private Education Refi Loan Trust,
Series 2019-FA, Class B, 3.120%, 8/15/2068(a)
3,040,937
695,000
Navient Private Education Refi Loan Trust,
Series 2019-GA, Class B, 3.080%, 10/15/2068(a)
627,330
320,000
Navient Private Education Refi Loan Trust,
Series 2020-DA, Class B, 3.330%, 5/15/2069(a)
283,671
1,290,000
Navient Private Education Refi Loan Trust,
Series 2020-FA, Class B, 2.690%, 7/15/2069(a)
1,115,181
730,000
Navient Private Education Refi Loan Trust,
Series 2020-HA, Class B, 2.780%, 1/15/2069(a)
634,036
810,000
Nelnet Student Loan Trust, Series 2021-DA,
Class B, 2.900%, 4/20/2062(a)
730,481
163,000
SLM Private Credit Student Loan Trust,
Series 2003-A, Class A3, 28 day Auction Rate
Security, 6.330%, 6/15/2032(b)
162,978
Principal
Amount (‡)
Description
Value (†)
ABS Student Loan — continued
$609,000
SLM Private Credit Student Loan Trust,
Series 2003-B, Class A3, 28 day Auction Rate
Security, 6.350%, 3/15/2033(b)
$608,951
59,000
SLM Private Credit Student Loan Trust,
Series 2003-B, Class A4, 28 day Auction Rate
Security, 6.370%, 3/15/2033(b)
58,995
6,691
SMB Private Education Loan Trust,
Series 2017-B, Class A2B, 1 mo. USD SOFR +
0.864%, 4.537%, 10/15/2035(a)(b)
6,691
190,000
SMB Private Education Loan Trust,
Series 2018-B, Class B, 4.000%, 7/15/2042(a)
186,079
510,000
SMB Private Education Loan Trust,
Series 2018-C, Class B, 4.000%, 11/17/2042(a)
500,201
1,350,000
SoFi Professional Loan Program LLC,
Series 2020-A, Class BFX, 3.120%, 5/15/2046(a)
1,219,419
 
11,518,151
ABS Whole Business — 0.6%
1,510,000
Applebee's Funding LLC/IHOP Funding LLC,
Series 2023-1A, Class A2, 7.824%, 3/05/2053(a)
1,522,180
192,500
EWC Master Issuer LLC, Series 2022-1A,
Class A2, 5.500%, 3/15/2052(a)
191,014
244,375
FOCUS Brands Funding, Series 2023-2, Class A2,
8.241%, 10/30/2053(a)
255,815
2,882,812
Planet Fitness Master Issuer LLC,
Series 2019-1A, Class A2, 3.858%, 12/05/2049(a)
2,745,292
349,675
Planet Fitness Master Issuer LLC,
Series 2024-1A, Class A2I, 5.765%, 6/05/2054(a)
351,913
1,575,063
Subway Funding LLC, Series 2024-1A, Class A2I,
6.028%, 7/30/2054(a)
1,585,227
200,000
Wingstop Funding LLC, Series 2024-1A, Class A2,
5.858%, 12/05/2054(a)
203,114
 
6,854,555
Aerospace & Defense — 1.5%
289,000
Axon Enterprise, Inc., 6.125%, 3/15/2030(a)
293,782
159,000
Axon Enterprise, Inc., 6.250%, 3/15/2033(a)
162,299
1,630,000
Boeing Co., 3.625%, 2/01/2031
1,550,166
1,265,000
Boeing Co., 5.150%, 5/01/2030
1,286,176
1,170,000
Boeing Co., 5.705%, 5/01/2040
1,171,839
3,021,000
Boeing Co., 5.805%, 5/01/2050
2,920,480
70,000
Boeing Co., 5.930%, 5/01/2060
67,192
330,000
Boeing Co., 6.388%, 5/01/2031
351,893
2,240,000
Boeing Co., 6.528%, 5/01/2034
2,440,127
2,781,000
Boeing Co., 6.858%, 5/01/2054
3,060,699
485,000
Boeing Co., 7.008%, 5/01/2064
536,177
449,000
Honeywell Aerospace, Inc., 4.950%, 3/16/2036(a)
445,499
2,830,000
Textron Financial Corp., 3 mo. USD SOFR +
1.997%, 5.649%, 2/15/2067(a)(b)
2,534,152
29,000
TransDigm, Inc., 6.000%, 1/15/2033(a)
28,984
28,000
TransDigm, Inc., 6.875%, 12/15/2030(a)
28,690
 
16,878,155
Agency Commercial Mortgage-Backed Securities — 0.0%
460,000
Arixa Mortgage Trust, Series 2025-RTL1,
Class A1, 5.735%, 8/25/2030(a)(b)
461,181
Airlines — 0.1%
1,164,615
United Airlines Pass-Through Trust, Series B,
Class B, 3.500%, 11/01/2029
1,132,518
Automotive — 0.3%
1,006,000
Allison Transmission, Inc., 3.750%, 1/30/2031(a)
936,415
360,000
ZF North America Capital, Inc.,
6.750%, 4/23/2030(a)
348,258

Principal
Amount (‡)
Description
Value (†)
Automotive — continued
$465,000
ZF North America Capital, Inc.,
6.875%, 4/14/2028(a)
$469,748
535,000
ZF North America Capital, Inc.,
6.875%, 4/23/2032(a)
508,305
1,564,000
ZF North America Capital, Inc.,
7.125%, 4/14/2030(a)
1,543,809
 
3,806,535
Banking — 3.7%
5,305,000
American Express Co., (fixed rate to 2/09/2028,
variable rate thereafter), 4.009%, 2/09/2029
5,271,117
580,000
CaixaBank SA, (fixed rate to 7/03/2035, variable
rate thereafter), 5.581%, 7/03/2036(a)
583,300
905,000
Capital One Financial Corp., (fixed rate to
9/11/2035, variable rate thereafter),
5.197%, 9/11/2036
877,334
947,000
Goldman Sachs Group, Inc., (fixed rate to
1/21/2036, variable rate thereafter),
5.065%, 1/21/2037
925,855
1,982,000
Goldman Sachs Group, Inc., (fixed rate to
2/02/2036, variable rate thereafter),
5.387%, 2/02/2041
1,914,911
1,165,000
JPMorgan Chase & Co., (fixed rate to 1/22/2036,
variable rate thereafter), 4.898%, 1/22/2037
1,139,964
1,896,000
Morgan Stanley, (fixed rate to 1/18/2036,
variable rate thereafter), 5.314%, 1/18/2041
1,830,251
1,164,000
Morgan Stanley, (fixed rate to 1/19/2033,
variable rate thereafter), 5.948%, 1/19/2038
1,192,415
8,020,000
Morgan Stanley, (fixed rate to 2/07/2034,
variable rate thereafter), 5.942%, 2/07/2039
8,198,426
2,185,000
Societe Generale SA, (fixed rate to 10/03/2035,
variable rate thereafter), 5.439%, 10/03/2036(a)
2,137,783
5,485,000
Sumitomo Mitsui Trust Bank Ltd.,
3.950%, 3/05/2029(a)
5,422,002
28,000
Synchrony Financial, 7.250%, 2/02/2033
28,599
136,000
Synchrony Financial, (fixed rate to 2/25/2031,
variable rate thereafter), 4.947%, 2/25/2032
131,988
440,000
Synchrony Financial, (fixed rate to 3/06/2030,
variable rate thereafter), 5.450%, 3/06/2031
439,636
905,000
Synchrony Financial, (fixed rate to 7/29/2028,
variable rate thereafter), 5.019%, 7/29/2029
904,112
235,000
Synchrony Financial, (fixed rate to 7/29/2035,
variable rate thereafter), 6.000%, 7/29/2036
231,786
805,000
Synchrony Financial, (fixed rate to 8/02/2029,
variable rate thereafter), 5.935%, 8/02/2030
817,916
865,000
UBS Group AG, (fixed rate to 2/08/2034, variable
rate thereafter), 5.699%, 2/08/2035(a)
886,726
1,375,000
UBS Group AG, (fixed rate to 5/09/2035, variable
rate thereafter), 5.580%, 5/09/2036(a)
1,394,578
375,000
UBS Group AG, (fixed rate to 5/14/2031, variable
rate thereafter), 3.091%, 5/14/2032(a)
343,903
1,445,000
UBS Group AG, (fixed rate to 8/05/2030, variable
rate thereafter), 6.600%(a)(d)
1,410,369
1,000,000
UniCredit SpA, (fixed rate to 6/03/2031, variable
rate thereafter), 3.127%, 6/03/2032(a)
918,806
200,000
UniCredit SpA, (fixed rate to 6/30/2030, variable
rate thereafter), 5.459%, 6/30/2035(a)
199,640
1,435,000
Wells Fargo & Co., (fixed rate to 1/23/2036,
variable rate thereafter), 4.960%, 1/23/2037
1,397,894
2,440,000
Wells Fargo & Co., (fixed rate to 9/15/2035,
variable rate thereafter), 4.892%, 9/15/2036
2,373,892
 
40,973,203
Principal
Amount (‡)
Description
Value (†)
Brokerage — 0.6%
$500,000
BGC Group, Inc., 6.150%, 4/02/2030
$508,547
1,370,000
Blue Owl Finance LLC, 6.250%, 4/18/2034
1,317,093
465,000
Brookfield Asset Management Ltd.,
5.795%, 4/24/2035
473,797
315,000
Citadel LP, 6.000%, 1/23/2030(a)
324,276
240,000
Citadel LP, 6.375%, 1/23/2032(a)
248,746
29,000
Jane Street Group/JSG Finance, Inc.,
6.750%, 5/01/2033(a)
29,422
29,000
Jane Street Group/JSG Finance, Inc.,
7.125%, 4/30/2031(a)
29,811
2,015,000
Jefferies Financial Group, Inc., 6.200%, 4/14/2034
2,054,921
1,059,000
Osaic Holdings, Inc., 6.750%, 8/01/2032(a)
1,059,132
 
6,045,745
Building Materials — 1.2%
785,000
Amrize Finance U.S. LLC, 5.400%, 4/07/2035
798,258
2,745,000
Cemex SAB de CV, 3.875%, 7/11/2031(a)
2,562,379
2,330,000
Cemex SAB de CV, (fixed rate to 6/08/2026,
variable rate thereafter), 5.125%(a)(d)
2,320,309
295,000
Cemex SAB de CV, (fixed rate to 6/10/2030,
variable rate thereafter), 7.200%(a)(d)
298,687
2,580,000
CRH America Finance, Inc., 5.000%, 2/09/2036
2,532,834
1,035,000
JH North America Holdings, Inc.,
5.875%, 1/31/2031(a)
1,026,400
1,478,000
JH North America Holdings, Inc.,
6.125%, 7/31/2032(a)
1,472,110
2,072,000
Quikrete Holdings, Inc., 6.375%, 3/01/2032(a)
2,101,014
 
13,111,991
Cable Satellite — 2.9%
79,000
CCO Holdings LLC/CCO Holdings Capital Corp.,
5.000%, 2/01/2028(a)
78,351
1,206,000
CCO Holdings LLC/CCO Holdings Capital Corp.,
5.125%, 5/01/2027(a)
1,204,636
405,000
Charter Communications Operating LLC/Charter
Communications Operating Capital,
6.384%, 10/23/2035
411,271
940,000
Charter Communications Operating LLC/Charter
Communications Operating Capital,
6.550%, 6/01/2034
975,865
465,000
Charter Communications Operating LLC/Charter
Communications Operating Capital,
6.650%, 2/01/2034
485,058
2,200,000
CSC Holdings LLC, 3.375%, 2/15/2031(a)
1,292,385
400,000
CSC Holdings LLC, 4.500%, 11/15/2031(a)
237,163
4,965,000
CSC Holdings LLC, 4.625%, 12/01/2030(a)
1,751,987
956,000
CSC Holdings LLC, 5.375%, 2/01/2028(a)
707,011
2,292,000
CSC Holdings LLC, 11.250%, 5/15/2028(a)
1,872,894
1,387,000
Directv Financing LLC, 8.875%, 2/01/2030(a)
1,383,914
405,000
Directv Financing LLC, 8.875%, 2/01/2030(a)
403,113
1,211,000
Directv Financing LLC/Directv Financing
Co-Obligor, Inc., 10.000%, 2/15/2031(a)
1,236,224
4,420,000
DISH DBS Corp., 5.250%, 12/01/2026(a)
4,382,091
975,000
DISH DBS Corp., 5.750%, 12/01/2028(a)
943,013
13,530,358
EchoStar Corp., 10.750%, 11/30/2029
14,616,180
205,000
Time Warner Cable LLC, 6.550%, 5/01/2037
206,680
 
32,187,836
Chemicals — 0.2%
1,186,000
ARC Falcon I, Inc./Arclin USA LLC/New Arclin
U.S. Holding Corp., 9.750%, 3/01/2033(a)
1,140,802
44,000
Ashland, Inc., 3.375%, 9/01/2031(a)
39,509

Principal
Amount (‡)
Description
Value (†)
Chemicals — continued
$265,000
Chemours Co., 5.750%, 11/15/2028(a)
$262,383
1,074,000
Solstice Advanced Materials, Inc.,
5.625%, 9/30/2033(a)
1,059,009
 
2,501,703
Construction Machinery — 0.7%
3,340,000
John Deere Capital Corp., 1 day USD SOFR +
0.500%, 4.153%, 3/06/2028(b)
3,343,843
32,000
United Rentals North America, Inc.,
3.750%, 1/15/2032
29,327
31,000
United Rentals North America, Inc.,
3.875%, 2/15/2031
29,142
2,391,000
United Rentals North America, Inc.,
5.375%, 11/15/2033(a)
2,324,960
1,785,000
United Rentals North America, Inc.,
6.125%, 3/15/2034(a)
1,807,468
 
7,534,740
Consumer Cyclical Services — 0.1%
1,016,000
TriNet Group, Inc., 3.500%, 3/01/2029(a)
920,987
19,000
TriNet Group, Inc., 7.125%, 8/15/2031(a)
18,438
625,000
Uber Technologies, Inc., 4.800%, 9/15/2035
606,471
 
1,545,896
Diversified Manufacturing — 0.1%
728,000
Esab Corp., 5.625%, 4/01/2031(a)
733,103
29,000
Esab Corp., 6.250%, 4/15/2029(a)
29,432
 
762,535
Electric — 0.2%
565,000
Vistra Operations Co. LLC, 4.700%, 1/31/2031(a)
555,903
385,000
Vistra Operations Co. LLC, 5.250%, 10/15/2035(a)
373,882
801,000
Vistra Operations Co. LLC, 5.350%, 1/31/2036(a)
783,533
40,000
VoltaGrid LLC, 7.375%, 11/01/2030(a)
41,312
 
1,754,630
Environmental — 0.1%
12,000
Clean Harbors, Inc., 5.750%, 10/15/2033(a)
11,971
13,000
Clean Harbors, Inc., 6.375%, 2/01/2031(a)
13,203
797,000
GFL Environmental Holdings U.S., Inc.,
5.500%, 2/01/2034(a)
781,694
545,000
GFL Environmental, Inc., 4.375%, 8/15/2029(a)
530,243
28,000
GFL Environmental, Inc., 6.750%, 1/15/2031(a)
28,975
 
1,366,086
Finance Companies — 1.6%
2,770,000
AerCap Ireland Capital DAC/AerCap Global
Aviation Trust, 3.300%, 1/30/2032
2,515,785
1,015,000
AerCap Ireland Capital DAC/AerCap Global
Aviation Trust, 3.400%, 10/29/2033
898,021
835,000
AerCap Ireland Capital DAC/AerCap Global
Aviation Trust, 4.750%, 1/15/2033
811,586
730,000
AerCap Ireland Capital DAC/AerCap Global
Aviation Trust, 5.375%, 12/15/2031
741,494
405,000
Aircastle Ltd., 5.950%, 2/15/2029(a)
416,071
1,190,000
Aircastle Ltd., 6.500%, 7/18/2028(a)
1,233,742
460,000
Aircastle Ltd./Aircastle Ireland DAC,
5.750%, 10/01/2031(a)
471,002
101,000
Aviation Capital Group LLC, 4.250%, 4/30/2029(a)
99,528
4,240,000
Aviation Capital Group LLC,
4.800%, 10/24/2030(a)
4,191,031
134,000
Aviation Capital Group LLC, 4.875%, 1/28/2033(a)
129,311
864,000
Avolon Holdings Funding Ltd.,
4.700%, 1/30/2031(a)
846,630
Principal
Amount (‡)
Description
Value (†)
Finance Companies — continued
$895,000
Avolon Holdings Funding Ltd.,
4.850%, 4/01/2033(a)
$857,379
495,000
Avolon Holdings Funding Ltd.,
5.375%, 5/30/2030(a)
500,397
19,000
Azorra Finance Ltd., 7.250%, 1/15/2031(a)
19,184
19,000
Azorra Finance Ltd., 7.750%, 4/15/2030(a)
19,569
780,000
Freedom Mortgage Holdings LLC,
7.875%, 4/01/2033(a)
731,307
109,000
Freedom Mortgage Holdings LLC,
8.375%, 4/01/2032(a)
107,223
199,000
Freedom Mortgage Holdings LLC,
9.125%, 5/15/2031(a)
202,284
37,000
Freedom Mortgage Holdings LLC,
9.250%, 2/01/2029(a)
37,503
39,000
GGAM Finance Ltd., 5.875%, 3/15/2030(a)
38,857
255,000
Macquarie Airfinance Holdings Ltd.,
5.150%, 3/17/2030(a)
253,696
920,000
Macquarie Airfinance Holdings Ltd.,
5.200%, 3/27/2028(a)
923,316
798,000
SMBC Aviation Capital Finance DAC,
5.100%, 4/01/2030(a)
804,502
1,188,000
Takeoff Merger Sub, Inc., 4.850%, 3/24/2031(a)
1,173,144
 
18,022,562
Financial Other — 0.1%
239,295
Add Hero Holdings Ltd., Series IAI, 8.500% PIK
and/or 7.500% Cash, 9/30/2029(e)(f)
9,380
194,886
Add Hero Holdings Ltd., Series IAI, 9.000% PIK
and/or 8.000% Cash, 9/30/2030(e)(f)
2,436
257,255
Add Hero Holdings Ltd., Series IAI, 9.800% PIK
and/or 8.800% Cash, 9/30/2031(e)(f)
2,325
485,000
Central China Real Estate Ltd.,
7.250%, 7/16/2024(g)
4,850
410,000
Central China Real Estate Ltd.,
7.250%, 8/13/2024(g)
4,100
1,000,000
Central China Real Estate Ltd.,
7.650%, 8/27/2025(g)
10,000
625,000
Central China Real Estate Ltd.,
7.750%, 5/24/2024(g)
6,250
2,379,845
CFLD Cayman Investment Ltd.,
2.500%, 1/31/2031(a)(h)
79,844
1,258,407
CFLD Cayman Investment Ltd.,
2.500%, 1/31/2031(a)(h)
32,354
272,752
CFLD Cayman Investment Ltd., Zero Coupon,
1/31/2031(a)
5,777
337,685
China Aoyuan Group Ltd., Series IAI(b)(d)(f)
844
138,037
China Aoyuan Group Ltd., Series IAI, 5.500% PIK,
9/30/2031(e)(f)
345
630,000
China Evergrande Group, 8.250%, 3/23/2022(g)
7,875
1,020,000
China Evergrande Group, 8.750%, 6/28/2025(g)
10,200
270,000
China Evergrande Group, 9.500%, 4/11/2022(g)
2,700
220,000
China Evergrande Group, 9.500%, 3/29/2024(g)
2,200
663,120
Kaisa Group Holdings Ltd., 6.250% PIK and/or
5.250% Cash, 12/28/2028(a)(e)
13,262
1,110,116
Kaisa Group Holdings Ltd., 6.500% PIK and/or
5.500% Cash, 12/28/2029(a)(e)
19,427
1,338,038
Kaisa Group Holdings Ltd., 6.750% PIK and/or
5.750% Cash, 12/28/2030(a)(e)
20,070
2,015,904
Kaisa Group Holdings Ltd., 7.000% PIK and/or
6.000% Cash, 12/28/2031(a)(e)
35,278
1,897,143
Kaisa Group Holdings Ltd., 7.250% PIK and/or
6.250% Cash, 12/28/2032(a)(e)
23,714

Principal
Amount (‡)
Description
Value (†)
Financial Other — continued
$453,606
Kaisa Group Holdings Ltd., 7.721% PIK and/or
6.721% Cash, 12/28/2028(a)(e)
$9,072
400,000
Logan Group Co. Ltd., 4.250%, 7/12/2025(g)
41,524
230,000
Logan Group Co. Ltd., 4.850%, 12/14/2026(g)
24,141
22,237
Shimao Group Holdings Ltd., 6.000% PIK and/or
5.000% Cash, 7/21/2031(a)(e)
723
111,868
Times China Holdings Ltd., 3.000% PIK and/or
1.000% Cash, 3/30/2029(a)(e)
3,277
417,307
Times China Holdings Ltd., 4.200% PIK,
9/30/2032(a)(e)
11,476
360,266
Yuzhou Group Holdings Co. Ltd., 1.000% PIK,
6/30/2034(e)(f)
901
388,293
Yuzhou Group Holdings Co. Ltd., 4.000% PIK,
6/30/2028(e)(f)
11,117
677,799
Yuzhou Group Holdings Co. Ltd., 4.500% PIK,
6/30/2029(e)(f)
21,046
906,905
Yuzhou Group Holdings Co. Ltd., 5.000% PIK,
6/30/2030(e)(f)
24,940
1,275,279
Yuzhou Group Holdings Co. Ltd., 5.500% PIK,
6/30/2031(e)(f)
31,997
462,465
Yuzhou Group Holdings Co. Ltd., 7.000% PIK
and/or 6.000% Cash, 6/30/2027(e)(f)
35,841
 
509,286
Food & Beverage — 1.5%
3,230,000
Cargill, Inc., 1 day USD SOFR + 0.610%,
4.270%, 2/11/2028(a)(b)
3,232,862
1,540,000
JBS NV/JBS USA Foods Group Holdings,
Inc./JBS USA Food Co. Holdings,
5.500%, 1/15/2036
1,540,709
1,839,000
JBS NV/JBS USA Foods Group Holdings,
Inc./JBS USA Food Co. Holdings,
5.625%, 3/10/2037(a)
1,844,756
1,555,000
JBS NV/JBS USA Foods Group Holdings,
Inc./JBS USA Food Co. Holdings,
5.950%, 4/20/2035
1,614,189
20,000
Lamb Weston Holdings, Inc.,
4.125%, 1/31/2030(a)
19,041
21,000
Lamb Weston Holdings, Inc.,
4.375%, 1/31/2032(a)
19,508
6,450,000
PepsiCo, Inc., 4.400%, 2/07/2027
6,474,310
20,000
Performance Food Group, Inc.,
4.250%, 8/01/2029(a)
19,211
2,300,000
Pilgrim's Pride Corp., 3.500%, 3/01/2032
2,087,812
31,000
Post Holdings, Inc., 4.625%, 4/15/2030(a)
29,760
 
16,882,158
Government Owned - No Guarantee — 0.3%
465,000
Antares Holdings LP, 2.750%, 1/15/2027(a)
455,282
2,790,000
Antares Holdings LP, 3.750%, 7/15/2027(a)
2,711,442
 
3,166,724
Health Care REITs — 0.0%
455,000
National Health Investors, Inc.,
3.000%, 2/01/2031,
409,388
Health Insurance — 0.3%
22,000
Molina Healthcare, Inc., 3.875%, 11/15/2030(a)
19,669
1,429,000
Molina Healthcare, Inc., 3.875%, 5/15/2032(a)
1,241,260
585,000
Molina Healthcare, Inc., 4.375%, 6/15/2028(a)
565,673
20,000
Molina Healthcare, Inc., 6.250%, 1/15/2033(a)
19,392
1,542,000
Molina Healthcare, Inc., 6.500%, 2/15/2031(a)
1,515,948
 
3,361,942
Principal
Amount (‡)
Description
Value (†)
Healthcare — 1.0%
$5,465,000
Abbott Laboratories, 3.700%, 3/09/2029
$5,400,001
42,000
Avantor Funding, Inc., 3.875%, 11/01/2029(a)
39,404
430,000
Avantor Funding, Inc., 4.625%, 7/15/2028(a)
419,686
105,000
HCA, Inc., 4.900%, 11/15/2035
101,515
3,660,000
HCA, Inc., 5.600%, 4/01/2034
3,737,748
1,200,000
Hologic, Inc., 3.250%, 2/15/2029(a)
1,197,915
28,000
Radiology Partners, Inc., 8.500%, 7/15/2032(a)
28,388
 
10,924,657
Home Construction — 0.3%
2,330,000
Meritage Homes Corp., 5.650%, 3/15/2035
2,327,459
39,000
Taylor Morrison Communities, Inc.,
5.125%, 8/01/2030(a)
38,554
1,458,000
Taylor Morrison Communities, Inc.,
5.750%, 11/15/2032(a)
1,459,276
 
3,825,289
Independent Energy — 1.3%
1,995,000
Canadian Natural Resources Ltd.,
5.400%, 12/15/2034
2,018,128
1,378,000
Chord Energy Corp., 6.000%, 10/01/2030(a)
1,396,286
131,000
Chord Energy Corp., 6.750%, 3/15/2033(a)
135,250
2,800,000
Continental Resources, Inc., 2.875%, 4/01/2032(a)
2,452,502
4,195,000
Continental Resources, Inc., 5.750%, 1/15/2031(a)
4,275,379
21,000
Crescent Energy Finance LLC,
7.375%, 1/15/2033(a)
20,995
1,340,000
Energean Israel Finance Ltd., 5.375%, 3/30/2028
1,286,487
115,000
Leviathan Bond Ltd., 6.500%, 6/30/2027
114,936
10,000
Matador Resources Co., 6.500%, 4/15/2032(a)
10,109
14,000
SM Energy Co., 6.750%, 8/01/2029(a)
14,212
14,000
SM Energy Co., 7.000%, 8/01/2032(a)
14,295
1,060,000
SM Energy Co., 8.375%, 7/01/2028(a)
1,089,174
29,000
SM Energy Co., 8.625%, 11/01/2030(a)
30,597
28,000
SM Energy Co., 8.750%, 7/01/2031(a)
29,268
1,976,000
Viper Energy Partners LLC, 5.700%, 8/01/2035
1,991,433
 
14,879,051
Industrial Other — 0.1%
56,000
Arcosa, Inc., 6.875%, 8/15/2032(a)
57,380
1,070,000
Jacobs Solutions, Inc., 5.375%, 3/03/2036
1,043,516
40,000
TopBuild Corp., 5.625%, 1/31/2034(a)
39,151
 
1,140,047
Integrated Energy — 0.3%
3,265,000
Chevron USA, Inc., 1 day USD SOFR Index +
0.360%, 4.014%, 2/26/2027(b)
3,268,723
Leisure — 0.4%
823,000
Kingpin Intermediate Holdings LLC,
7.250%, 10/15/2032(a)
727,182
1,442,000
Royal Caribbean Cruises Ltd., 4.750%, 5/15/2033
1,392,338
1,080,000
Royal Caribbean Cruises Ltd., 5.250%, 2/27/2038
1,027,421
315,000
Royal Caribbean Cruises Ltd., 5.375%, 1/15/2036
309,471
700,000
Royal Caribbean Cruises Ltd.,
5.625%, 9/30/2031(a)
706,900
39,000
Viking Cruises Ltd., 5.875%, 10/15/2033(a)
38,505
 
4,201,817
Life Insurance — 0.1%
39,000
APH Somerset Investor 2 LLC/APH2 Somerset
Investor 2 LLC/APH3 Somerset Investor 2 LLC,
7.875%, 11/01/2029(a)
35,267
780,000
Global Atlantic Fin Co., 3.125%, 6/15/2031(a)
683,205
425,000
Global Atlantic Fin Co., 4.400%, 10/15/2029(a)
410,959
 
1,129,431

Principal
Amount (‡)
Description
Value (†)
Lodging — 0.4%
$255,000
Choice Hotels International, Inc.,
5.850%, 8/01/2034
$257,174
32,000
Hilton Domestic Operating Co., Inc.,
3.625%, 2/15/2032(a)
29,078
674,000
Hilton Domestic Operating Co., Inc.,
5.500%, 3/31/2034(a)
658,482
29,000
Hilton Domestic Operating Co., Inc.,
6.125%, 4/01/2032(a)
29,435
804,000
Hilton Grand Vacations Borrower LLC/Hilton
Grand Vacations Borrower, Inc.,
6.625%, 1/15/2032(a)
794,120
740,000
Marriott International, Inc., 5.100%, 5/01/2038
703,511
690,000
Marriott International, Inc., 5.300%, 5/15/2034
696,417
1,535,000
Marriott International, Inc., 5.500%, 4/15/2037
1,528,281
41,000
Marriott Ownership Resorts, Inc.,
4.750%, 1/15/2028
40,355
 
4,736,853
Media Entertainment — 1.7%
615,000
AppLovin Corp., 5.125%, 12/01/2029
618,568
3,620,000
AppLovin Corp., 5.500%, 12/01/2034
3,590,030
6,487,000
Beignet Investor LLC, 6.581%, 5/30/2049(a)
6,669,649
135,000
Discovery Communications LLC,
3.625%, 5/15/2030
125,513
425,000
Discovery Communications LLC,
6.350%, 6/01/2040
311,449
2,535,000
Discovery Global Holdings, Inc.,
4.279%, 3/15/2032
2,243,475
2,852,000
Meta Platforms, Inc., 5.625%, 11/15/2055
2,673,437
589,000
OAK-Eagle Acquireco, Inc., 7.250%, 7/01/2033(a)
610,260
553,000
Paramount Global, 4.200%, 5/19/2032
474,072
1,055,000
Paramount Global, 4.950%, 1/15/2031
977,260
939,000
Paramount Global, 7.875%, 7/30/2030
980,246
 
19,273,959
Metals & Mining — 0.9%
525,000
Anglo American Capital PLC,
5.250%, 3/19/2036(a)
513,335
40,000
Carpenter Technology Corp.,
5.625%, 3/01/2034(a)
39,632
634,000
Commercial Metals Co., 5.750%, 11/15/2033(a)
627,334
884,000
Commercial Metals Co., 6.000%, 12/15/2035(a)
871,487
41,000
Fortescue Treasury Pty. Ltd.,
4.375%, 4/01/2031(a)
38,739
4,413,000
Glencore Funding LLC, 5.673%, 4/01/2035(a)
4,508,298
1,930,000
Glencore Funding LLC, 6.500%, 10/06/2033(a)
2,088,423
10,000
Mineral Resources Ltd., 8.000%, 11/01/2027(a)
10,128
28,000
Mineral Resources Ltd., 9.250%, 10/01/2028(a)
29,011
880,000
Steel Dynamics, Inc., 5.250%, 5/15/2035
880,377
 
9,606,764
Midstream — 1.7%
250,000
CQP Holdco LP/BIP-V Chinook Holdco LLC,
5.500%, 6/15/2031(a)
243,811
3,374,000
Energy Transfer LP, 5.700%, 4/01/2035
3,465,202
37,000
Energy Transfer LP, (fixed rate to 2/15/2029,
variable rate thereafter), 8.000%, 5/15/2054
38,754
77,000
Sunoco LP, 5.375%, 7/15/2031(a)
76,381
293,000
Sunoco LP, 5.625%, 3/15/2031(a)
291,656
1,775,000
Targa Resources Corp., 5.550%, 8/15/2035
1,790,173
25,000
Targa Resources Corp., 6.125%, 3/15/2033
26,439
2,830,000
Targa Resources Corp., 6.500%, 3/30/2034
3,059,138
40,000
Venture Global LNG, Inc., (fixed rate to
9/30/2029, variable rate thereafter), 9.000%(a)(d)
39,842
Principal
Amount (‡)
Description
Value (†)
Midstream — continued
$1,053,000
Venture Global Plaquemines LNG LLC,
6.125%, 12/15/2030(a)
$1,082,933
1,661,000
Venture Global Plaquemines LNG LLC,
6.500%, 1/15/2034(a)
1,731,500
536,000
Venture Global Plaquemines LNG LLC,
6.500%, 6/15/2034(a)
557,950
2,514,000
Venture Global Plaquemines LNG LLC,
7.500%, 5/01/2033(a)
2,763,399
1,400,000
Venture Global Plaquemines LNG LLC,
7.750%, 5/01/2035(a)
1,569,089
465,000
Western Midstream Operating LP,
5.500%, 12/15/2035
457,297
1,665,000
Western Midstream Operating LP,
6.150%, 4/01/2033
1,737,727
 
18,931,291
Non-Agency Commercial Mortgage-Backed
Securities — 3.4%
385,000
BFLD Commercial Mortgage Trust,
Series 2025-660F, Class B, 1 mo. USD SOFR +
1.800%, 5.473%, 11/15/2042(a)(b)
384,037
315,000
BFLD Commercial Mortgage Trust,
Series 2025-660F, Class C, 1 mo. USD SOFR +
2.150%, 5.823%, 11/15/2042(a)(b)
314,213
220,000
BPR Commercial Mortgage Trust,
Series 2025-STAR, Class A,
4.617%, 11/05/2042(a)(b)
218,127
2,155,000
BPR Trust, Series 2021-NRD, Class F, 1 mo. USD
SOFR + 6.870%, 10.543%, 12/15/2038(a)(b)
2,115,806
1,925,000
BPR Trust, Series 2022-SSP, Class A, 1 mo. USD
SOFR + 3.000%, 6.673%, 5/15/2039(a)(b)
1,925,000
100,000
BX Commercial Mortgage Trust,
Series 2024-VLT5, Class B,
5.415%, 11/13/2046(a)(b)
101,082
530,000
BX Trust, Series 2024-VLT4, Class A, 1 mo. USD
SOFR + 1.491%, 5.164%, 6/15/2041(a)(b)
526,687
275,000
BX Trust, Series 2025-DELC, Class C, 1 mo. USD
SOFR + 2.200%, 5.873%, 12/15/2042(a)(b)
274,313
125,000
BX Trust, Series 2025-DELC, Class D, 1 mo. USD
SOFR + 2.600%, 6.273%, 12/15/2042(a)(b)
124,688
2,955,000
BX Trust, Series 2025-VLT6, Class A, 1 mo. USD
SOFR + 1.443%, 5.116%, 3/15/2042(a)(b)
2,934,684
1,260,000
BX Trust, Series 2025-VLT7, Class A, 1 mo. USD
SOFR + 1.700%, 5.373%, 7/15/2044(a)(b)
1,254,487
1,110,000
BX Trust, Series 2025-VLT7, Class B, 1 mo. USD
SOFR + 2.000%, 5.673%, 7/15/2044(a)(b)
1,103,409
2,040,000
Citigroup Commercial Mortgage Trust,
Series 2014-GC21, Class D,
4.710%, 5/10/2047(a)(b)
1,901,235
2,444,601
Commercial Mortgage Trust, Series 2012-CR3,
Class B, 3.922%, 10/15/2045(a)
2,378,352
130,000
Commercial Mortgage Trust, Series 2024-CBM,
Class A2, 5.867%, 12/10/2041(a)(b)
130,363
1,890,000
Credit Suisse Mortgage Trust, Series 2014-USA,
Class D, 4.373%, 9/15/2037(a)
1,560,423
5,680,000
Credit Suisse Mortgage Trust, Series 2014-USA,
Class E, 4.373%, 9/15/2037(a)
4,486,306
920,000
DC Commercial Mortgage Trust, Series 2023-DC,
Class C, 7.141%, 9/12/2040(a)(b)
929,371
165,000
Extended Stay America Trust, Series 2025-ESH,
Class D, 1 mo. USD SOFR + 2.600%,
6.273%, 10/15/2042(a)(b)
165,206

Principal
Amount (‡)
Description
Value (†)
Non-Agency Commercial Mortgage-Backed
Securities — continued
$170,000
Extended Stay America Trust, Series 2025-ESH,
Class E, 1 mo. USD SOFR + 3.350%,
7.023%, 10/15/2042(a)(b)
$170,213
200,000
Extended Stay America Trust, Series 2025-ESH,
Class F, 1 mo. USD SOFR + 4.100%,
7.773%, 10/15/2042(a)(b)
200,250
108,975
Extended Stay America Trust, Series 2026-ESH2,
Class C, 1 mo. USD SOFR + 1.600%,
5.273%, 2/15/2043(a)(b)
109,145
312,064
Extended Stay America Trust, Series 2026-ESH2,
Class D, 1 mo. USD SOFR + 2.250%,
5.923%, 2/15/2043(a)(b)
312,747
455,712
Extended Stay America Trust, Series 2026-ESH2,
Class E, 1 mo. USD SOFR + 2.900%,
6.573%, 2/15/2043(a)(b)
456,709
448,198
GS Mortgage Securities Corp. Trust,
Series 2012-BWTR, Class A,
2.954%, 11/05/2034(a)
391,861
515,189
GS Mortgage Securities Corp. Trust,
Series 2013-G1, Class B, 3.722%, 4/10/2031(a)(b)
514,198
3,195,000
GS Mortgage Securities Corp. Trust,
Series 2013-PEMB, Class D,
3.550%, 3/05/2033(a)(b)(h)
15,975
411,398
GS Mortgage Securities Trust, Series 2011-GC5,
Class C, 5.558%, 8/10/2044(a)(b)
401,155
1,945,000
JP Morgan Chase Commercial Mortgage
Securities Trust, Series 2011-C3, Class C,
5.360%, 2/15/2046(a)(b)
1,872,627
761,680
JP Morgan Chase Commercial Mortgage
Securities Trust, Series 2012-LC9, Class C,
3.500%, 12/15/2047(a)(b)
746,431
295,000
JP Morgan Chase Commercial Mortgage
Securities Trust, Series 2025-BMS, Class A,
1 mo. USD SOFR + 1.600%,
5.273%, 1/15/2042(a)(b)
294,263
640,000
JP Morgan Chase Commercial Mortgage
Securities Trust, Series 2025-BMS, Class C,
1 mo. USD SOFR + 2.400%,
6.073%, 1/15/2042(a)(b)
638,400
420,000
JP Morgan Chase Commercial Mortgage
Securities Trust, Series 2025-BMS, Class D,
1 mo. USD SOFR + 3.150%,
6.823%, 1/15/2042(a)(b)
417,871
180,000
LEX Mortgage Trust, Series 2024-BBG, Class A,
4.874%, 10/13/2033(a)(b)
179,239
405,055
Morgan Stanley Capital I Trust, Series 2011-C2,
Class D, 5.213%, 6/15/2044(a)(b)
401,082
80,187
MSBAM Commercial Mortgage Securities Trust,
Series 2012-CKSV, Class A2,
3.277%, 10/15/2030(a)
76,578
390,000
New Economy Assets - Phase 1 Sponsor LLC,
Series 2021-1, Class A1, 1.910%, 10/20/2061(a)
327,358
1,060,000
Starwood Retail Property Trust,
Series 2014-STAR, Class C, Prime + 0.000%,
6.750%, 11/15/2027(a)(b)(c)(h)
21,200
4,243,654
Starwood Retail Property Trust,
Series 2014-STAR, Class D, Prime + 0.000%,
6.750%, 11/15/2027(a)(b)(c)(h)
42,437
3,575,000
Starwood Retail Property Trust,
Series 2014-STAR, Class E, Prime + 0.000%,
6.750%, 11/15/2027(a)(b)(c)(h)
17,875
Principal
Amount (‡)
Description
Value (†)
Non-Agency Commercial Mortgage-Backed
Securities — continued
$1,690,000
Wells Fargo Commercial Mortgage Trust,
Series 2016-C36, Class B, 3.671%, 11/15/2059(b)
$1,601,972
440,000
Wells Fargo Commercial Mortgage Trust,
Series 2016-C36, Class C, 4.088%, 11/15/2059(b)
373,697
941,396
WFRBS Commercial Mortgage Trust,
Series 2011-C3, Class D,
5.464%, 3/15/2044(a)(b)(h)
338,893
1,699,593
WFRBS Commercial Mortgage Trust,
Series 2011-C4, Class E, 4.960%, 6/15/2044(a)(b)
1,624,471
2,245,000
WFRBS Commercial Mortgage Trust,
Series 2012-C10, Class C, 4.333%, 12/15/2045(b)
1,902,615
1,005,698
WFRBS Commercial Mortgage Trust,
Series 2014-C20, Class B, 4.378%, 5/15/2047
869,908
 
37,146,959
Oil Field Services — 0.2%
2,044,000
Helmerich & Payne, Inc., 5.500%, 12/01/2034
2,009,378
10,000
Oceaneering International, Inc.,
6.000%, 2/01/2028
10,041
10,000
Oceaneering International, Inc.,
6.000%, 2/01/2028
10,040
29,000
Weatherford International Ltd.,
6.750%, 10/15/2033(a)
29,631
 
2,059,090
Packaging — 0.3%
3,547,000
Ball Corp., 5.500%, 9/15/2033
3,549,036
Pharmaceuticals — 2.8%
6,510,000
AbbVie, Inc., 4.650%, 3/15/2028
6,569,260
1,495,000
Bausch Health Cos., Inc., 4.875%, 6/01/2028(a)
1,368,986
6,475,000
Eli Lilly & Co., 4.550%, 2/12/2028
6,527,132
2,895,000
Johnson & Johnson, 4.500%, 3/01/2027
2,909,461
1,937,000
Teva Pharmaceutical Finance Co. LLC,
6.150%, 2/01/2036
1,995,718
930,000
Teva Pharmaceutical Finance Netherlands II BV,
4.375%, 5/09/2030, (EUR)
1,074,381
685,000
Teva Pharmaceutical Finance Netherlands II BV,
7.375%, 9/15/2029, (EUR)
862,900
570,000
Teva Pharmaceutical Finance Netherlands II BV,
7.875%, 9/15/2031, (EUR)
764,647
9,165,000
Teva Pharmaceutical Finance Netherlands III
BV, 4.100%, 10/01/2046
6,793,841
340,000
Teva Pharmaceutical Finance Netherlands III
BV, 6.000%, 12/01/2032
348,956
435,000
Teva Pharmaceutical Finance Netherlands III
BV, 7.875%, 9/15/2029
465,815
305,000
Teva Pharmaceutical Finance Netherlands III
BV, 8.125%, 9/15/2031
340,966
720,000
Teva Pharmaceutical Finance Netherlands IV
BV, 5.750%, 12/01/2030
729,138
 
30,751,201
Property & Casualty Insurance — 0.3%
1,006,000
Alliant Holdings Intermediate LLC/Alliant
Holdings Co-Issuer, 6.500%, 10/01/2031(a)
987,839
239,000
Alliant Holdings Intermediate LLC/Alliant
Holdings Co-Issuer, 6.750%, 4/15/2028(a)
240,303
278,000
Alliant Holdings Intermediate LLC/Alliant
Holdings Co-Issuer, 7.000%, 1/15/2031(a)
280,366
29,000
AmWINS Group, Inc., 6.375%, 2/15/2029(a)
29,168
200,000
Ardonagh Finco Ltd., 7.750%, 2/15/2031(a)
202,343
537,000
Arthur J Gallagher & Co., 5.150%, 2/15/2035
532,649

Principal
Amount (‡)
Description
Value (†)
Property & Casualty Insurance — continued
$48,000
Baldwin Insurance Group Holdings LLC/Baldwin
Insurance Group Holdings Finance,
7.125%, 5/15/2031(a)
$48,243
345,000
Brown & Brown, Inc., 5.550%, 6/23/2035
344,542
38,000
Panther Escrow Issuer LLC, 7.125%, 6/01/2031(a)
38,128
77,000
Ryan Specialty LLC, 5.875%, 8/01/2032(a)
76,104
282,000
Willis North America, Inc., 5.150%, 3/15/2036
274,624
 
3,054,309
Restaurants — 0.3%
300,000
1011778 BC ULC/New Red Finance, Inc.,
3.500%, 2/15/2029(a)
286,402
75,000
1011778 BC ULC/New Red Finance, Inc.,
3.875%, 1/15/2028(a)
73,311
2,665,000
1011778 BC ULC/New Red Finance, Inc.,
4.000%, 10/15/2030(a)
2,504,901
469,000
1011778 BC ULC/New Red Finance, Inc.,
4.375%, 1/15/2028(a)
462,430
49,000
1011778 BC ULC/New Red Finance, Inc.,
5.625%, 9/15/2029(a)
49,107
32,000
Yum! Brands, Inc., 3.625%, 3/15/2031
29,561
31,000
Yum! Brands, Inc., 4.625%, 1/31/2032
29,603
 
3,435,315
Retailers — 0.3%
1,557,000
Amazon.com, Inc., 4.875%, 3/13/2036
1,542,810
1,890,000
Global Auto Holdings Ltd./AAG FH U.K. Ltd.,
11.500%, 8/15/2029(a)
1,880,385
13,000
Murphy Oil USA, Inc., 3.750%, 2/15/2031(a)
12,080
 
3,435,275
Sovereigns — 2.6%
4,190,000
Chile Government International Bonds,
3.100%, 1/22/2061
2,578,107
6,195,000
Chile Government International Bonds,
3.250%, 9/21/2071
3,829,625
2,191,000
Colombia Government International Bonds,
5.625%, 2/26/2044
1,727,845
1,377,000
Colombia Government International Bonds,
6.125%, 1/18/2041
1,196,668
602,000
Colombia Government International Bonds,
7.375%, 9/18/2037
599,068
624,000
Egypt Government International Bonds,
5.800%, 9/30/2027
615,900
1,130,000
Kyrgyz Republic International Bonds,
7.750%, 6/03/2030(a)
1,127,005
2,836,000
Mexico Government International Bonds,
6.125%, 2/09/2038
2,763,682
2,356,000
Nigeria Government International Bonds,
6.500%, 11/28/2027
2,363,062
1,501,000
Pakistan Government International Bonds,
6.000%, 4/08/2026
1,499,124
2,281,000
Pakistan Government International Bonds,
6.875%, 12/05/2027
2,251,378
2,690,000
Republic of Poland Government International
Bonds, 5.500%, 3/18/2054
2,484,946
480,000
Republic of Uzbekistan International Bonds,
3.700%, 11/25/2030
436,269
1,670,000
Republic of Uzbekistan International Bonds,
3.900%, 10/19/2031
1,507,454
2,160,000
Republic of Uzbekistan International Bonds,
6.900%, 2/28/2032(a)
2,243,657
Principal
Amount (‡)
Description
Value (†)
Sovereigns — continued
$1,320,000
Republic of Uzbekistan International Bonds,
6.947%, 5/25/2032(a)
$1,374,542
220,000
Republic of Uzbekistan International Bonds,
7.850%, 10/12/2028(a)
230,002
 
28,828,334
Technology — 7.0%
5,313,000
Alphabet, Inc., 3.700%, 2/15/2029
5,267,338
2,402,000
Alphabet, Inc., 4.800%, 2/15/2036
2,391,711
1,925,000
Atlassian Corp., 5.500%, 5/15/2034
1,885,031
500,000
Black Pearl Compute LLC, 6.125%, 2/15/2031(a)
508,898
39,000
Block, Inc., 6.500%, 5/15/2032
39,356
7,500,000
Broadcom, Inc., 3.137%, 11/15/2035(a)
6,371,894
2,410,000
CDW LLC/CDW Finance Corp., 3.250%, 2/15/2029
2,295,143
2,537,000
CDW LLC/CDW Finance Corp., 5.550%, 8/22/2034
2,493,160
406,000
Cipher Compute LLC, 7.125%, 11/15/2030(a)
420,628
3,255,000
Cisco Systems, Inc., 4.550%, 2/24/2028
3,287,927
21,000
Entegris, Inc., 3.625%, 5/01/2029(a)
19,960
1,115,000
Entegris, Inc., 4.750%, 4/15/2029(a)
1,102,212
19,000
Entegris, Inc., 5.950%, 6/15/2030(a)
19,120
2,950,000
Fair Isaac Corp., 6.000%, 5/15/2033(a)
2,894,603
1,200,000
Flash Compute LLC, 7.250%, 12/31/2030(a)
1,208,149
680,000
Go Daddy Operating Co. LLC/GD Finance Co.,
Inc., 5.250%, 12/01/2027(a)
677,228
81,000
Imola Merger Corp., 4.750%, 5/15/2029(a)
78,727
5,278,000
International Business Machines Corp.,
4.000%, 2/03/2029
5,224,688
6,450,000
International Business Machines Corp.,
4.650%, 2/10/2028
6,489,881
645,000
Iron Mountain, Inc., 4.500%, 2/15/2031(a)
605,683
350,000
Iron Mountain, Inc., 5.250%, 7/15/2030(a)
340,045
29,000
Iron Mountain, Inc., 7.000%, 2/15/2029(a)
29,557
3,096,000
Leidos, Inc., 5.000%, 3/15/2036
2,993,235
1,547,000
Leidos, Inc., 5.400%, 3/15/2032
1,576,935
859,000
Leidos, Inc., 5.750%, 3/15/2033
890,470
1,820,000
Mastercard, Inc., 1 day USD SOFR Index +
0.440%, 4.088%, 3/15/2028(b)
1,817,905
1,135,000
MSCI, Inc., 5.250%, 9/01/2035
1,111,796
670,000
NetApp, Inc., 5.500%, 3/17/2032
685,525
595,000
NetApp, Inc., 5.700%, 3/17/2035
606,150
379,000
Open Text Corp., 3.875%, 2/15/2028(a)
364,925
1,041,000
Open Text Corp., 3.875%, 12/01/2029(a)
930,294
127,000
Open Text Corp., 6.900%, 12/01/2027(a)
130,350
150,000
Open Text Holdings, Inc., 4.125%, 2/15/2030(a)
134,029
74,000
Oracle Corp., 3.950%, 3/25/2051
46,891
4,243,000
Oracle Corp., 5.200%, 9/26/2035
3,979,913
811,000
Oracle Corp., 5.700%, 2/04/2036
779,767
1,841,000
Oracle Corp., 5.950%, 9/26/2055
1,548,779
147,000
Oracle Corp., 6.000%, 8/03/2055
123,242
2,189,000
Oracle Corp., 6.700%, 2/04/2056
2,031,619
1,902,000
Oracle Corp., 6.850%, 2/04/2066
1,748,550
3,865,000
Salesforce, Inc., 5.550%, 3/15/2036
3,852,977
20,000
Science Applications International Corp.,
4.875%, 4/01/2028(a)
19,683
20,000
Science Applications International Corp.,
5.875%, 11/01/2033(a)
19,517
15,000
Seagate Data Storage Technology Pte. Ltd.,
5.750%, 12/01/2034(a)
14,985
15,000
Seagate Data Storage Technology Pte. Ltd.,
5.875%, 7/15/2030(a)
15,247
15,000
Seagate Data Storage Technology Pte. Ltd.,
8.250%, 12/15/2029(a)
15,753

Principal
Amount (‡)
Description
Value (†)
Technology — continued
$2,563,000
Sensata Technologies, Inc., 3.750%, 2/15/2031(a)
$2,377,234
20,000
Sensata Technologies, Inc., 4.375%, 2/15/2030(a)
19,127
845,000
Synopsys, Inc., 5.150%, 4/01/2035
846,616
995,000
Synopsys, Inc., 5.700%, 4/01/2055
951,302
1,255,000
TD SYNNEX Corp., 5.300%, 10/10/2035
1,215,874
1,970,000
TD SYNNEX Corp., 6.100%, 4/12/2034
2,031,939
1,337,000
WULF Compute LLC, 7.750%, 10/15/2030(a)
1,412,781
38,000
Zebra Technologies Corp., 6.500%, 6/01/2032(a)
38,259
 
77,982,608
Treasuries — 16.6%
51,475(i
)
Brazil Notas do Tesouro Nacional,
10.000%, 1/01/2031, (BRL)
8,691,171
5,273,000
Canada Government Bonds, 2.250%, 2/01/2028,
(CAD)
3,752,014
2,771,000
Malaysia Government Bonds, 3.476%, 7/02/2035,
(MYR)
674,792
12,138,000
Malaysia Government Bonds, 3.519%, 4/20/2028,
(MYR)
3,014,922
21,287,000
Malaysia Government Bonds, 4.054%, 4/18/2039,
(MYR)
5,329,010
1,072,934(j
)
Mexico Bonos, 8.000%, 7/31/2053, (MXN)
4,953,707
180,789,000
Republic of South Africa Government Bonds,
8.500%, 1/31/2037, (ZAR)
9,978,184
48,240,000
Republic of South Africa Government Bonds,
9.000%, 1/31/2040, (ZAR)
2,677,236
157,803,000
Turkiye Government Bonds, 36.000%, 8/12/2026,
(TRY)
3,488,765
209,517,000
Turkiye Government Bonds, 36.780%, 10/13/2027,
(TRY)
4,565,200
49,610,000
U.S. Treasury Notes, 0.625%, 5/15/2030
43,455,259
37,476,000
U.S. Treasury Notes, 3.750%, 4/15/2026(k)
37,475,721
825,000
U.S. Treasury Notes, 4.375%, 7/31/2026
826,736
51,526,000
U.S. Treasury Notes, 4.875%, 5/31/2026
51,610,938
73,524,000
Uruguay Government International Bonds,
8.000%, 10/29/2035, (UYU)
1,833,008
28,144,000
Uruguay Government International Bonds,
8.500%, 3/15/2028, (UYU)
711,324
35,915,000
Uruguay Government International Bonds,
9.750%, 7/20/2033, (UYU)
978,502
 
184,016,489
Wireless — 0.5%
985,000
Sprint Capital Corp., 8.750%, 3/15/2032
1,171,234
3,916,000
T-Mobile USA, Inc., 5.000%, 2/15/2036
3,856,929
 
5,028,163
Wirelines — 0.1%
1,314,000
AT&T, Inc., 5.125%, 4/30/2036
1,298,234
Total Non-Convertible Bonds
(Identified Cost $847,320,956)
814,351,842
Convertible Bonds — 0.3%
Cable Satellite — 0.2%
634,600
EchoStar Corp., 3.875% PIK and/or 3.875% Cash,
11/30/2030(e)
2,266,855
Financial Other — 0.1%
30,180
China Aoyuan Group Ltd., Series IAI, Zero
Coupon, 9/30/2028(f)
570
1,076,797
CIFI Holdings Group Co. Ltd., Series IAI, Zero
Coupon, 6/30/2029(f)
46,636
Principal
Amount (‡)
Description
Value (†)
Financial Other — continued
$394,309
Kaisa Group Holdings Ltd., Zero Coupon,
12/31/2026(a)
$986
492,908
Kaisa Group Holdings Ltd., Zero Coupon,
12/31/2027(a)
493
788,618
Kaisa Group Holdings Ltd., Zero Coupon,
12/31/2028(a)
394
788,618
Kaisa Group Holdings Ltd., Zero Coupon,
12/31/2029(a)
158
985,772
Kaisa Group Holdings Ltd., Zero Coupon,
12/31/2030(a)
296
985,772
Kaisa Group Holdings Ltd., Zero Coupon,
12/31/2031(a)
99
1,859,714
Kaisa Group Holdings Ltd., Zero Coupon,
12/31/2032(a)
186
1,844,930
Shimao Group Holdings Ltd., Zero Coupon,
7/21/2026(a)
35,976
2,168,236
Sunac China Holdings Ltd., Zero Coupon,
6/23/2026(a)
341,996
1,602,221
Sunac China Holdings Ltd., Zero Coupon,
6/23/2028(a)
405,522
499,552
Times China Holdings Ltd., Zero Coupon,
3/30/2027(a)
2,932
98,089
Times China Holdings Ltd., Zero Coupon,
3/30/2027(a)
381
 
836,625
Metals & Mining — 0.0%
9,000
B2Gold Corp., 2.750%, 2/01/2030(a)
14,521
Pharmaceuticals — 0.0%
16,000
Arrowhead Pharmaceuticals, Inc., Zero Coupon,
1/15/2032
16,554
15,000
Halozyme Therapeutics, Inc.,
0.875%, 11/15/2032(a)
14,797
9,000
Ligand Pharmaceuticals, Inc.,
0.750%, 10/01/2030(a)
10,886
 
42,237
Technology — 0.0%
8,000
Microchip Technology, Inc., Zero Coupon,
2/15/2030(a)
7,804
Total Convertible Bonds
(Identified Cost $7,384,767)
3,168,042
Total Bonds and Notes
(Identified Cost $854,705,723)
817,519,884
Collateralized Loan Obligations — 6.2%
975,000
720 East CLO V Ltd., Series 2024-2A, Class C,
3 mo. USD SOFR + 2.200%,
5.868%, 7/20/2037(a)(b)
975,394
875,000
AGL CLO 42 Ltd., Series 2025-42A, Class A1,
3 mo. USD SOFR + 1.300%,
4.969%, 7/22/2038(a)(b)
875,175
420,000
AGL Core CLO 36 Ltd., Series 2024-36A, Class B,
3 mo. USD SOFR + 1.600%,
5.271%, 1/23/2038(a)(b)
419,986
2,335,000
AIMCO CLO 10 Ltd., Series 2019-10A, Class BRR,
3 mo. USD SOFR + 1.750%,
5.419%, 7/22/2037(a)(b)
2,335,668
700,000
AIMCO CLO 16 Ltd., Series 2021-16A, Class BR,
3 mo. USD SOFR + 1.650%,
5.318%, 7/17/2037(a)(b)
700,726

Principal
Amount (‡)
Description
Value (†)
$890,000
Anchorage Capital CLO 6 Ltd., Series 2015-6A,
Class AR4, 3 mo. USD SOFR + 1.370%,
5.039%, 7/22/2038(a)(b)
$890,782
2,835,000
ARES Loan Funding VIII Ltd., Series 2024-ALF8,
Class B, 3 mo. USD SOFR + 1.700%,
5.368%, 1/24/2038(a)(b)
2,834,904
1,660,000
ARES XXXIX CLO Ltd., Series 2016-39A,
Class BR3, 3 mo. USD SOFR + 1.750%,
5.418%, 7/18/2037(a)(b)
1,661,039
1,045,000
Bain Capital Credit CLO Ltd., Series 2020-1A,
Class C1RR, 3 mo. USD SOFR + 1.800%,
5.468%, 4/18/2033(a)(b)
1,044,683
1,080,000
Bain Capital Credit CLO Ltd., Series 2022-4A,
Class A1R, 3 mo. USD SOFR + 1.380%,
5.051%, 10/16/2037(a)(b)
1,080,489
250,000
Benefit Street Partners CLO 43 Ltd.,
Series 2025-43A, Class A, 3 mo. USD SOFR +
1.270%, 5.072%, 10/20/2038(a)(b)
250,002
575,000
Benefit Street Partners CLO Ltd.,
Series 2015-6BR, Class A1R, 3 mo. USD SOFR +
1.180%, 4.848%, 4/20/2038(a)(b)
573,850
2,005,000
Benefit Street Partners CLO XVI Ltd.,
Series 2018-16A, Class BR2, 3 mo. USD SOFR +
1.700%, 5.368%, 1/17/2038(a)(b)
2,007,645
1,590,000
Birch Grove CLO 12 Ltd., Series 2025-12A,
Class C, 3 mo. USD SOFR + 1.800%,
5.469%, 4/22/2038(a)(b)
1,582,583
1,660,000
Birch Grove CLO 13 Ltd., Series 2025-13A,
Class A1, 3 mo. USD SOFR + 1.310%,
5.467%, 10/23/2038(a)(b)
1,660,229
530,000
Birch Grove CLO 6 Ltd., Series 2023-6A,
Class A1R, 3 mo. USD SOFR + 1.380%,
5.048%, 7/20/2037(a)(b)
530,586
465,000
Birch Grove CLO 7 Ltd., Series 2023-7A,
Class A1R, 3 mo. USD SOFR + 1.260%,
4.928%, 10/20/2038(a)(b)
463,550
1,335,000
Birch Grove CLO 9 Ltd., Series 2024-9A,
Class A1, 3 mo. USD SOFR + 1.400%,
5.069%, 10/22/2037(a)(b)
1,336,013
1,925,000
CarVal CLO X-C Ltd., Series 2024-2A, Class B,
3 mo. USD SOFR + 1.800%,
5.468%, 7/20/2037(a)(b)
1,928,400
1,750,000
CIFC Funding Ltd., Series 2017-5A, Class BR,
3 mo. USD SOFR + 1.700%,
5.368%, 7/17/2037(a)(b)
1,750,126
1,140,000
CIFC Funding Ltd., Series 2019-7A, Class A1R,
3 mo. USD SOFR + 1.280%,
4.948%, 10/19/2038(a)(b)
1,140,001
290,000
CIFC Funding Ltd., Series 2021-4A, Class AR,
3 mo. USD SOFR + 1.360%,
5.031%, 7/23/2037(a)(b)
290,187
1,030,000
Crown City CLO I, Series 2020-1A, Class A1RR,
3 mo. USD SOFR + 1.370%,
5.038%, 7/20/2038(a)(b)
1,030,282
300,000
Diameter Capital CLO 10 Ltd., Series 2025-10A,
Class A, 3 mo. USD SOFR + 1.310%,
4.978%, 4/20/2038(a)(b)
300,446
250,000
Dryden 64 CLO Ltd., Series 2018-64A, Class C,
3 mo. USD SOFR + 2.012%,
5.679%, 4/18/2031(a)(b)
249,220
1,320,000
Garnet CLO 2 Ltd., Series 2025-2A, Class A, 3 mo.
USD SOFR + 1.350%, 5.431%, 10/20/2038(a)(b)
1,318,899
3,060,000
Garnet CLO 2 Ltd., Series 2025-2A, Class C, 3 mo.
USD SOFR + 2.000%, 6.081%, 10/20/2038(a)(b)
3,069,513
Principal
Amount (‡)
Description
Value (†)
$950,000
Garnet CLO 3 Ltd., Series 2025-3A, Class A1,
3 mo. USD SOFR + 1.270%,
5.053%, 10/20/2038(a)(b)
$949,632
1,765,000
Garnet CLO Ltd., Series 2025-1A, Class C, 3 mo.
USD SOFR + 2.250%, 5.918%, 7/20/2037(a)(b)
1,771,375
770,000
GCP CLO Warehouse JP Ltd., Series 2025-82A,
Class A1, 3 mo. USD SOFR + 1.260%,
5.226%, 10/15/2038(a)(b)
769,226
815,000
Golub Capital Partners CLO 74 B Ltd.,
Series 2024-74A, Class B, 3 mo. USD SOFR +
1.850%, 5.518%, 7/25/2037(a)(b)
815,692
470,000
Golub Capital Partners CLO 74 B Ltd.,
Series 2024-74A, Class C, 3 mo. USD SOFR +
2.200%, 5.868%, 7/25/2037(a)(b)
470,177
395,000
Greenacre Park CLO LLC, Series 2021-2A,
Class AR, 3 mo. USD SOFR + 1.370%,
5.038%, 7/20/2037(a)(b)
395,168
1,900,000
Madison Park Funding LIX Ltd., Series 2021-59A,
Class CR, 3 mo. USD SOFR + 2.250%,
5.918%, 4/18/2037(a)(b)
1,900,085
2,210,000
Magnetite XXXVI Ltd., Series 2023-36A,
Class CR, 3 mo. USD SOFR + 1.850%,
5.518%, 7/25/2038(a)(b)
2,210,221
600,000
MidOcean Credit CLO XV Ltd., Series 2024-15A,
Class B, 3 mo. USD SOFR + 1.950%,
5.620%, 7/21/2037(a)(b)
600,412
435,000
MidOcean Credit CLO XVIII LLC,
Series 2025-18A, Class A1, 3 mo. USD SOFR +
1.170%, 4.840%, 10/18/2035(a)(b)
434,253
775,000
MidOcean Credit CLO XXI, Series 2025-21A,
Class A1, 3 mo. USD SOFR + 1.260%,
5.122%, 10/20/2038(a)(b)
774,214
625,000
Northwoods Capital 20 Ltd., Series 2019-20A,
Class AR2, 3 mo. USD SOFR + 1.340%,
5.008%, 10/25/2038(a)(b)
625,185
795,000
OCP CLO Ltd., Series 2016-12A, Class BAR3,
3 mo. USD SOFR + 1.680%,
5.348%, 10/18/2037(a)(b)
795,038
1,000,000
OCP CLO Ltd., Series 2020-18A, Class A1R2,
3 mo. USD SOFR + 1.370%,
5.038%, 7/20/2037(a)(b)
1,000,194
920,000
Octagon Investment Partners XXII Ltd.,
Series 2014-1A, Class CRR, 3 mo. USD SOFR +
2.162%, 5.831%, 1/22/2030(a)(b)
919,715
485,000
OHA Credit Partners XI Ltd., Series 2015-11A,
Class B1R2, 3 mo. USD SOFR + 1.800%,
5.468%, 4/20/2037(a)(b)
485,286
1,090,000
OHA Credit Partners XI Ltd., Series 2015-11A,
Class CR2, 3 mo. USD SOFR + 2.200%,
5.868%, 4/20/2037(a)(b)
1,090,510
885,000
OHA Loan Funding Ltd., Series 2013-1A,
Class CR3, 3 mo. USD SOFR + 2.350%,
6.021%, 4/23/2037(a)(b)
885,921
960,000
OHA Loan Funding Ltd., Series 2015-1A,
Class A1R4, 3 mo. USD SOFR + 1.250%,
4.918%, 10/19/2038(a)(b)
960,000
1,535,000
OHA Loan Funding Ltd., Series 2016-1A,
Class CR2, 3 mo. USD SOFR + 2.100%,
5.768%, 7/20/2037(a)(b)
1,535,797
1,945,000
Palmer Square BDC CLO 1 Ltd., Series 1A,
Class B1, 3 mo. USD SOFR + 2.150%,
5.822%, 7/15/2037(a)(b)
1,949,660
1,650,000
Palmer Square CLO Ltd., Series 2024-2A,
Class B, 3 mo. USD SOFR + 1.650%,
5.318%, 7/20/2037(a)(b)
1,650,223

Principal
Amount (‡)
Description
Value (†)
$2,110,000
Post CLO Ltd., Series 2023-1A, Class A1R, 3 mo.
USD SOFR + 1.300%, 4.968%, 10/20/2038(a)(b)
$2,108,858
1,445,000
Post CLO VI Ltd., Series 2024-2A, Class C, 3 mo.
USD SOFR + 2.100%, 5.768%, 1/20/2038(a)(b)
1,446,735
1,150,000
Regatta 35 Funding Ltd., Series 2025-5A,
Class A1, 3 mo. USD SOFR + 1.290%,
4.962%, 10/15/2038(a)(b)
1,150,133
167,694
Rockford Tower CLO Ltd., Series 2018-1A,
Class A, 3 mo. USD SOFR + 1.362%,
5.017%, 5/20/2031(a)(b)
167,725
1,315,000
Silver Point CLO 12 Ltd., Series 2025-12A,
Class A1, 3 mo. USD SOFR + 1.310%,
5.289%, 10/15/2038(a)(b)
1,313,998
430,000
Sixth Street CLO XV Ltd., Series 2020-15A,
Class CR, 3 mo. USD SOFR + 2.000%,
5.668%, 10/24/2037(a)(b)
430,815
1,350,000
TPG CLO Ltd., Series 2025-1A, Class A1, 3 mo.
USD SOFR + 1.370%, 5.333%, 7/15/2037(a)(b)
1,348,965
1,660,000
Wellfleet CLO Ltd., Series 2022-1A, Class CR,
3 mo. USD SOFR + 2.200%,
5.872%, 7/15/2037(a)(b)
1,654,866
1,055,000
Wellfleet CLO Ltd., Series 2024-1A, Class B,
3 mo. USD SOFR + 2.050%,
5.718%, 7/18/2037(a)(b)
1,056,226
565,000
Wellfleet CLO Ltd., Series 2024-1A, Class C,
3 mo. USD SOFR + 2.450%,
6.118%, 7/18/2037(a)(b)
565,900
2,580,000
Wise CLO Ltd., Series 2025-1A, Class B1, 3 mo.
USD SOFR + 1.550%, 5.218%, 1/20/2038(a)(b)
2,550,188
Total Collateralized Loan Obligations
(Identified Cost $68,996,093)
69,082,771
Senior Loans — 5.0%
Aerospace & Defense — 0.0%
403,000
TransDigm, Inc., 2026 Term Loan N, 1 mo. USD
SOFR + 2.500%, 6.168%, 2/13/2033(b)(l)
403,077
Automotive — 0.1%
1,360,000
Allison Transmission, Inc., 2025 Incremental
Term Loan B, 1 mo. USD SOFR + 1.750%,
5.422%, 1/02/2033(b)(l)
1,363,400
213,581
First Brands Group LLC, 2021 Term Loan,
10.759% PIK, 3/30/2027(e)(g)(l)
278
300,860
First Brands Group LLC, 2022 Incremental Term
Loan, 3 mo. USD SOFR + 5.000%,
10.782%, 3/30/2027(g)(l)
391
206,437
First Brands Group LLC, 2025 DIP Term Loan,
13.671% PIK, 6/29/2026(b)(e)(l)
47,480
589,947
First Brands Group LLC, 2025 PIK DIP Roll-Up
Term Loan B, 10.671% PIK, 6/29/2026(b)(e)(l)
395
 
1,411,944
Building Materials — 0.2%
1,658,000
Advanced Drainage Systems, Inc., 2026 Term
Loan B, 1 mo. USD SOFR + 1.625%,
5.298%, 2/28/2033(b)(l)
1,663,189
Chemicals — 0.1%
1,580,000
Solstice Advanced Materials, Inc., Term Loan B,
3 mo. USD SOFR + 1.750%,
5.417%, 10/29/2032(b)(l)
1,586,589
Principal
Amount (‡)
Description
Value (†)
Construction Machinery — 0.3%
$3,198,829
Terex Corp., 2025 Term Loan, 1 mo. USD SOFR +
1.750%, 5.418%, 10/08/2031(b)(l)
$3,200,844
332,456
United Rentals, Inc., 2025 Repriced Term Loan B,
1 mo. USD SOFR + 1.500%,
5.168%, 2/14/2031(b)(l)
333,370
 
3,534,214
Consumer Cyclical Services — 0.1%
155,000
Aramark Services, Inc., 2025 Repriced Term
Loan, 1 mo. USD SOFR + 1.750%,
5.418%, 4/06/2028(b)(l)
155,000
1,382,183
Aramark Services, Inc., 2025 Term Loan, 1 mo.
USD SOFR + 1.750%, 5.418%, 6/22/2030(b)(l)
1,382,183
 
1,537,183
Electric — 0.4%
4,158,177
NRG Energy, Inc., 2024 Term Loan, 3 mo. USD
SOFR + 1.750%, 5.521%, 4/16/2031(b)(l)
4,162,710
Environmental — 0.1%
1,376,550
Clean Harbors, Inc., 2025 Term Loan, 1 mo. USD
SOFR + 1.500%, 5.168%, 10/08/2032(b)(l)
1,384,809
Gaming — 0.3%
831,600
DK Crown Holdings, Inc., 2025 Term Loan B,
1 mo. USD SOFR + 1.750%,
5.419%, 3/04/2032(b)(l)
830,045
1,436,629
Flutter Financing BV, 2024 Term Loan B, 3 mo.
USD SOFR + 1.750%, 5.450%, 11/30/2030(b)(l)
1,418,671
1,488,750
Flutter Financing BV, 2025 Term Loan B, 3 mo.
USD SOFR + 2.000%, 5.700%, 6/04/2032(b)(l)
1,470,140
117,627
Light & Wonder International, Inc., 2026 Term
Loan B, 1 mo. USD SOFR + 2.000%,
5.675%, 4/16/2029(b)(l)
117,530
 
3,836,386
Healthcare — 0.5%
490,484
Bausch & Lomb Corp., 2025 Repriced Term Loan,
1/15/2031(m)
491,097
1,290,122
Bausch & Lomb Corp., 2025 Repriced Term Loan,
1 mo. USD SOFR + 3.750%,
7.418%, 1/15/2031(b)(l)
1,291,735
3,192,594
DaVita, Inc., 2025 Term Loan B, 1 mo. USD SOFR
+ 1.750%, 5.418%, 5/09/2031(b)(l)
3,196,585
 
4,979,417
Media Entertainment — 0.2%
2,179,786
Electronic Arts, Inc., USD Term Loan B,
3/24/2033(m)
2,166,163
Metals & Mining — 0.3%
3,194,852
Novelis Corp., 2025 Term Loan B, 3 mo. USD
SOFR + 1.750%, 5.450%, 3/11/2032(b)(l)
3,193,510
Paper — 0.3%
3,192,326
Asplundh Tree Expert LLC, 2024 Incremental
Term Loan B, 1 mo. USD SOFR + 1.750%,
5.418%, 5/23/2031(b)
3,197,912
Pharmaceuticals — 0.3%
3,374,692
BioMarin Pharmaceutical, Inc., Term Loan B,
1/28/2033(m)
3,364,163
Property & Casualty Insurance — 0.5%
1,140,035
Amynta Agency Borrower, Inc., 2026 Repriced
Term Loan B, 12/29/2031(m)
1,121,920
3,462,622
Ardonagh Midco 3 PLC, 2024 USD Term Loan B,
USD SOFR + 2.750%, 6.374%, 2/15/2031(b)(l)
3,378,238

Principal
Amount (‡)
Description
Value (†)
Property & Casualty Insurance — continued
$75,530
Baldwin Insurance Group Holdings LLC, 2025
Term Loan B2, 1 mo. USD SOFR + 2.500%,
6.178%, 5/26/2031(b)(l)
$74,146
206,601
Ryan Specialty Group LLC, 2024 USD Term Loan
B, 1 mo. USD SOFR + 2.000%,
5.668%, 9/15/2031(b)(l)
206,084
357,169
Truist Insurance Holdings LLC, 2024 Term Loan
B, 3 mo. USD SOFR + 2.750%,
6.450%, 5/06/2031(b)(l)
351,701
 
5,132,089
Retailers — 0.1%
780,705
PetSmart, Inc., 2025 USD Term Loan B,
8/18/2032(m)
774,654
432,313
PetSmart, Inc., 2025 USD Term Loan B, 1 mo.
USD SOFR + 4.000%, 7.675%, 8/18/2032(b)(l)
428,963
 
1,203,617
Technology — 1.0%
1,100,000
CACI International, Inc., 2026 Incremental Term
Loan B2, 3/09/2033(m)
1,098,625
385,055
Darktrace PLC, 1st Lien Term Loan, 3 mo. USD
SOFR + 3.250%, 6.898%, 10/09/2031(b)
367,778
3,547,780
Dayforce, Inc., 2026 Term Loan, 3 mo. USD SOFR
+ 3.000%, 6.663%, 2/04/2033(b)(l)
3,351,658
2,943,569
Open Text Corp., 2023 Term Loan B, 1 mo. USD
SOFR + 1.750%, 5.418%, 1/31/2030(b)(l)
2,876,280
3,192,351
Trans Union LLC, 2024 Term Loan B8, 3 mo. USD
SOFR + 1.750%, 5.450%, 6/24/2031(b)(l)
3,172,973
 
10,867,314
Wireless — 0.2%
2,341,564
SBA Senior Finance II LLC, 2024 Term Loan B,
1 mo. USD SOFR + 1.750%,
5.420%, 1/25/2031(b)(l)
2,348,401
Total Senior Loans
(Identified Cost $57,276,566)
55,972,687
Equity-Linked Notes — 2.8%
858,600
Barclays Bank PLC, (Yum! Brands, Inc.),
9.570%, 8/21/2026(a)
870,742
935,203
Barclays Bank PLC, (Hilton Worldwide Holdings,
Inc.), 10.690%, 10/20/2026(a)
951,313
1,047,938
Barclays Bank PLC, (Cheniere Energy, Inc.),
12.000%, 1/28/2027(a)
1,084,263
869,900
Barclays Bank PLC, (Trane Technologies PLC),
12.120%, 5/13/2026(a)
839,530
999,248
Barclays Bank PLC, (AutoZone, Inc.),
12.310%, 12/18/2026(a)
910,866
669,192
Barclays Bank PLC, (Meta Platforms, Inc.),
14.920%, 4/07/2026(a)
642,602
1,087,385
Barclays Bank PLC, (Amazon.com, Inc.),
15.250%, 3/25/2027(a)
1,077,108
524,121
Barclays Bank PLC, (Palo Alto Networks, Inc.),
15.350%, 2/11/2027(a)
477,514
880,660
Barclays Bank PLC, (Adobe, Inc.),
17.110%, 6/09/2026(a)
645,119
522,316
Barclays Bank PLC, (Microsoft Corp.),
18.340%, 5/28/2026(a)
417,914
895,379
Barclays Bank PLC, (Freeport-McMoRan, Inc.),
20.380%, 4/29/2026(a)
932,478
1,092,284
Barclays Bank PLC, (Arista Networks, Inc.),
21.330%, 3/04/2027(a)
1,045,496
Principal
Amount (‡)
Description
Value (†)
$322,250
Barclays Bank PLC, (Estee Lauder Companies,
Inc.), 22.940%, 9/10/2026(a)
$244,701
917,869
BNP Paribas Issuance BV, (Visa, Inc.),
12.010%, 4/01/2026(a)
807,779
457,774
BNP Paribas Issuance BV, (Kinder Morgan,
Inc.), 12.270%, 6/25/2026(a)
474,208
1,033,816
BNP Paribas Issuance BV, (Walt Disney Co.),
12.410%, 1/21/2027(a)
936,090
1,035,157
BNP Paribas Issuance BV, (Eaton Corp. PLC),
13.580%, 1/14/2027(a)
1,033,948
1,005,701
BNP Paribas Issuance BV, (McKesson Corp.),
15.650%, 6/17/2026(a)
1,016,538
886,139
BNP Paribas Issuance BV, (Crowdstrike
Holdings, Inc.), 17.830%, 5/26/2026(a)
794,714
1,544,743
BNP Paribas Issuance BV, (Carnival Corp.),
21.100%, 8/04/2026(a)
1,420,765
1,040,293
Citigroup Global Markets Holdings, Inc., (Home
Depot, Inc.), 13.340%, 8/06/2026(a)
945,059
1,061,729
Citigroup Global Markets Holdings, Inc., (EOG
Resources, Inc.), 14.010%, 2/18/2027(a)
1,113,152
325,953
Citigroup Global Markets Holdings, Inc., (United
Rentals, Inc.), 15.650%, 2/25/2027(a)
287,736
523,587
Citigroup Global Markets Holdings, Inc., (Ebay,
Inc.), 17.290%, 9/17/2026(a)
502,864
1,124,833
Citigroup Global Markets Holdings, Inc.,
(Parker-Hannifin Corp.), 17.870%, 10/15/2026(a)
1,101,124
1,011,606
Citigroup Global Markets Holdings, Inc., (Palo
Alto Networks, Inc.), 18.370%, 7/01/2026(a)
875,578
987,218
Citigroup Global Markets Holdings, Inc., (Vistra
Corp.), 21.690%, 11/17/2026(a)
881,906
853,759
Citigroup Global Markets Holdings, Inc.,
(AngloGold Ashanti PLC), 24.180%, 2/04/2027(a)
846,073
813,831
Citigroup Global Markets Holdings, Inc.,
(Coinbase Global, Inc.), 25.010%, 1/07/2027(a)
612,072
1,109,198
Citigroup Global Markets Holdings, Inc., (Dollar
Tree, Inc.), 25.610%, 9/24/2026(a)
1,065,187
961,367
GS Finance Corp., MTN, (GE Vernova, Inc.),
18.830%, 11/04/2026(a)
998,932
1,025,459
JPMorgan Chase Bank NA, (Dominion Energy,
Inc.), 12.280%, 4/06/2026(a)
1,047,046
1,113,436
JPMorgan Chase Bank NA, (Visa Inc.),
13.440%, 10/01/2026(a)
1,113,436
938,276
JPMorgan Chase Bank NA, (Netflix, Inc.),
15.650%, 7/14/2026(a)
793,218
1,020,540
JPMorgan Chase Bank NA, (Bank of America
Corp.), 16.220%, 4/23/2026(a)
1,057,119
880,930
Nomura America Finance LLC, (ServiceNow,
Inc.), 20.200%, 3/18/2027(a)
809,238
949,271
UBS AG, (ResMed, Inc.), 12.250%, 11/18/2026(a)
827,356
Total Equity-Linked Notes
(Identified Cost $33,326,961)
31,500,784

Principal
Amount/
Shares ()
Description
Value (†)
Private Credit — 0.8%
ABS Other — 0.1%
$1,300,000
Chol Aviation Capital Ltd.,
7.134%, 8/30/2034(b)(c)(f)
$1,254,540
Banking — 0.5%
2,700,000
AP Bosphorus Holdings Ltd.,
6.274%, 12/15/2037(c)
2,663,707
2,500,000
Bosphorous Financial Services Ltd.,
5.823%, 2/15/2033(c)(f)
2,449,059
 
5,112,766
Building Materials — 0.2%
208
QXO, Inc., 4.750%(c)(f)(h)(n)(o)
2,357,118
Total Private Credit
(Identified Cost $8,580,000)
8,724,424


Shares
 
 
Common Stocks— 0.6%
Aerospace & Defense — 0.0%
332
General Electric Co.
94,212
211
Howmet Aerospace, Inc.
48,627
 
142,839
Air Freight & Logistics — 0.0%
485
United Parcel Service, Inc., Class B
47,714
Banks — 0.0%
696
Citigroup, Inc.
78,934
459
PNC Financial Services Group, Inc.
95,513
2,035
U.S. Bancorp
105,840
 
280,287
Biotechnology — 0.2%
370
AbbVie, Inc.
80,471
35,406
BioMarin Pharmaceutical, Inc.(h)
2,000,085
659
Gilead Sciences, Inc.
91,845
 
2,172,401
Capital Markets — 0.1%
208
CME Group, Inc.
61,433
211
Moody's Corp.
92,049
846
Morgan Stanley
139,226
 
292,708
Chemicals — 0.0%
1,430
Corteva, Inc.
119,705
Consumer Staples Distribution & Retail — 0.0%
108
Costco Wholesale Corp.
107,614
Containers & Packaging — 0.0%
223
Packaging Corp. of America
47,325
Diversified Telecommunication Services — 0.0%
3,576
Comcast Corp., Class A
102,667
Electric Utilities — 0.0%
874
Duke Energy Corp.
114,442
445
NRG Energy, Inc.
65,032
 
179,474
Electrical Equipment — 0.0%
554
Emerson Electric Co.
72,585
Shares
Description
Value (†)
Electronic Equipment, Instruments & Components — 0.0%
740
Amphenol Corp., Class A
$93,499
Financial Services — 0.0%
244
Mastercard, Inc., Class A
121,917
Health Care Providers & Services — 0.0%
119
Cencora, Inc.
37,383
67
Elevance Health, Inc.
19,614
109
UnitedHealth Group, Inc.
29,494
 
86,491
Hotels, Restaurants & Leisure — 0.0%
24
Booking Holdings, Inc.
101,048
463
Royal Caribbean Cruises Ltd.
127,408
 
228,456
Household Durables — 0.0%
390
Garmin Ltd.
90,484
Household Products — 0.0%
824
Colgate-Palmolive Co.
70,230
960
Kimberly-Clark Corp.
92,611
604
Procter & Gamble Co.
87,242
 
250,083
Interactive Media & Services — 0.0%
542
Alphabet, Inc., Class A
155,858
Media — 0.0%
184,712
Optimum Communications, Inc., Class A(h)
240,126
Metals & Mining — 0.0%
2,847
Kinross Gold Corp.
86,890
Oil, Gas & Consumable Fuels — 0.0%
907
Exxon Mobil Corp.
153,881
910
Williams Cos., Inc.
66,230
 
220,111
Pharmaceuticals — 0.1%
2,398
Bristol-Myers Squibb Co.
145,439
1,235
Merck & Co., Inc.
148,558
 
293,997
Real Estate Management & Development — 0.0%
84,422
China Aoyuan Group Ltd.(h)
644
488,771
Kaisa Group Holdings Ltd.(h)
5,548
185,246
Sunac China Holdings Ltd.(h)
25,165
282,398
Times China Holdings Ltd.(h)
2,670
430,338
Yuzhou Group Holdings Co. Ltd.(h)
8,726
 
42,753
Retail REITs — 0.0%
535
Simon Property Group, Inc.
99,794
Semiconductors & Semiconductor Equipment — 0.1%
71
ASML Holding NV
93,779
440
Broadcom, Inc.
136,184
401
Lam Research Corp.
85,678
288
Taiwan Semiconductor Manufacturing Co. Ltd.,
ADR
97,330
 
412,971
Software — 0.1%
364
Microsoft Corp.
134,742
462
Salesforce, Inc.
86,241
494
SAP SE, ADR
84,578
 
305,561

Shares
Description
Value (†)
Specialty Retail — 0.0%
856
TJX Cos., Inc.
$136,703
Technology Hardware, Storage & Peripherals — 0.0%
534
Apple, Inc.
135,524
Total Common Stocks
(Identified Cost $11,031,519)
6,566,537
Preferred Stocks — 0.1%
Convertible Preferred Stock — 0.1%
Technology — 0.1%
15,850
Oracle Corp., Series D, 6.500%
(Identified Cost $792,500)
713,409
Other Investments — 0.0%
Aircraft ABS — 0.0%
900
ECAF I Blocker, Ltd.(c)(f)(h)
Professional Services — 0.0%
5,092,534
CFLD Cayman Trust Units(c)(h)
25,878
Total Other Investments
(Identified Cost $9,024,561)
25,878
Total Purchased Options — 0.0%
(Identified Cost $12,181) (see details below)
9,610
Principal
Amount ()
Description
Value (†)
Short-Term Investments — 12.6%
$66,212,319
Tri-Party Repurchase Agreement with Fixed
Income Clearing Corporation, dated 3/31/2026 at
2.150% to be repurchased at $66,216,274 on
4/01/2026 collateralized by $25,414,300
U.S. Treasury Inflation Indexed Note, 1.625%
due 10/15/2027valued at $28,529,530; $38,316,900
U.S. Treasury Note, 3.875% due 10/15/2027
valued at $39,007,105 including accrued interest
(p)
$66,212,319
27,156,000
U.S. Treasury Bills,
3.585%–3.596%, 5/07/2026(q)(r)
27,057,084
13,981,000
U.S. Treasury Bills,
3.586%–3.602%, 6/04/2026(q)(r)
13,891,179
32,275,000
U.S. Treasury Bills, 3.586%, 6/18/2026(r)
32,023,465
Total Short-Term Investments
(Identified Cost $139,186,985)
139,184,047
Total Investments — 101.8%
(Identified Cost $1,182,933,089)
1,129,300,031
Other assets less liabilities — (1.8)%
(19,607,741
)
Net Assets — 100.0%
$1,109,692,290
Purchased Options — 0.0%
Description
Expiration
Date
Exercise
Price
Shares
Notional
Amount
Cost
Value ()
Options on Futures — 0.0%
CBOT 5 Year U.S. Treasury Notes, Put
4/24/2026
103
1,230,000
$133,061,016
$12,181
$9,610
Written Options — (0.1%)
Description
Expiration
Date
Exercise
Price
Shares
Notional
Amount
Premiums
(Received)
Value ()
Options on Futures — (0.1%)
CBOT 5 Year U.S. Treasury Notes, Put
4/24/2026
108.25
(1,230,000
)
$(133,061,016
)
$(260,047
)
$(643,829
)

()
Registered investment companies are required to value portfolio investments using an unadjusted, readily available market quotation. The Fund obtains
readily available market quotations from independent pricing services. Fund investments for which readily available market quotations are not available
are priced at fair value pursuant to the Fund's Valuation Procedures. The Board of Trustees has approved a valuation designee who is subject to the
Board's oversight.
Unadjusted readily available market quotations that are utilized for exchange traded equity securities (including shares of closed-end investment
companies and exchange-traded funds) include the last sale price quoted on the exchange where the security is traded most extensively. Futures
contracts are valued at the closing settlement price on the exchange on which the valuation designee believes that, over time, they are traded most
extensively. Domestic, exchange-traded index and single name equity option contracts (including options on exchange-traded funds) are valued at the
mean of the National Best Bid and Offer quotations as determined by the Options Price Reporting Authority. Options on futures contracts are valued
using the current settlement price on the exchange on which, over time, they are traded most extensively. Option contracts on foreign indices are
priced at the most recent settlement price. Other exchange-traded options are valued at the average of the closing bid and ask quotations on the
exchange on which, over time, they are traded most extensively. Shares of open-end investment companies are valued at net asset value ("NAV") per
share.
Exchange traded equity securities for which there is no reported sale during the day are fair valued at the closing bid quotation as reported by an
independent pricing service. Unlisted equity securities (except unlisted preferred equity securities) are fair valued at the last sale price quoted in the
market where they are traded most extensively or, if there is no reported sale during the day, the closing bid quotation as reported by an independent
pricing service. If there is no last sale price or closing bid quotation available, unlisted equity securities will be fair valued using evaluated bids
furnished by an independent pricing service, if available.
Debt securities and unlisted preferred equity securities are fair valued based on evaluated bids furnished to the Fund by an independent pricing service
or bid prices obtained from broker-dealers. Equity-linked notes are fair valued at bid prices supplied by an independent pricing service. Senior loans
and collateralized loan obligations ("CLOs") are fair valued at bid prices supplied by an independent pricing service, if available. Broker-dealer bid prices
may be used to fair value debt, unlisted equities, senior loans and CLOs where an independent pricing service is unable to price an investment or where
an independent pricing service does not provide a reliable price for the investment. Forward foreign currency contracts are fair valued utilizing
interpolated rates determined based on information provided by an independent pricing service. Bilateral credit default swaps are fair valued based on
mid prices (between the bid price and the ask price) supplied by an independent pricing service. Bilateral interest rate swaps are fair valued based on
prices supplied by an independent pricing source.Centrally cleared swap agreements are fair valued at settlement prices of the clearing house on
which the contracts were traded or prices obtained from broker-dealers. Over-the-counter (“OTC”) currency options and swaptions are valued at mid
prices (between the bid and the ask price) supplied by an independent pricing service, if available. Other OTC option contracts (including currency
options and swaptions not priced through an independent pricing service) are valued based on quotations obtained from broker-dealers.
The Fund may also fair value investments in other circumstances such as when extraordinary events occur after the close of a foreign market, but prior
to the close of the New York Stock Exchange. This may include situations relating to a single issuer (such as a declaration of bankruptcy or a delisting
of the issuer's security from the primary market on which it has traded) as well as events affecting the securities markets in general (such as market
disruptions or closings and significant fluctuations in U.S. and/or foreign markets). When fair valuing a Fund's investments, the valuation designee may,
among other things, use modeling tools or other processes that may take into account factors such as issuer specific information, or other related
market activity and/or information that occurred after the close of the foreign market but before the time the Fund's NAV is calculated. Fair valuation by
the Fund's valuation designee may require subjective determinations about the value of the investment, and fair values used to determine a Fund's NAV
may differ from quoted or published prices, or from prices that are used by others, for the same investments. In addition, the use of fair value pricing
may not always result in adjustments to the prices of investments held by a Fund.
The books and records of the Fund are maintained in U.S. dollars. The values of securities, currencies and other assets and liabilities denominated in
currencies other than U.S. dollars, if any, are translated into U.S. dollars based upon foreign exchange rates prevailing at the end of the period.
()
Principal Amount stated in U.S. dollars unless otherwise noted.
(a)
All or a portion of these securities are exempt from registration under Rule 144A of the Securities Act of 1933. These securities may be resold in
transactions exempt from registration, normally to qualified institutional buyers. At March 31, 2026, the value of Rule 144A holdings amounted to
$451,578,468 or 40.7% of net assets.
(b)
Variable rate security. Rate as of March 31, 2026 is disclosed. Issuers comprised of various lots with differing coupon rates have been aggregated for
the purpose of presentation in the Portfolio of Investments and show a weighted average rate. Certain variable rate securities are not based on a
published reference rate and spread, rather are determined by the issuer or agent and are based on current market conditions. These securities may
not indicate a reference rate and/or spread in their description.
(c)
Level 3 security. Value has been determined using significant unobservable inputs.
(d)
Perpetual bond with no specified maturity date.
(e)
Payment–in–kind security for which the issuer, at each interest payment date, may make interest payments in cash and/or additional principal.
(f)
Securities subject to restriction on resale. At March 31, 2026, the restricted securities held by the Fund are as follows:
 
Acquisition
Date
Acquisition
Cost
Value
% of
Net Assets
Add Hero Holdings Ltd.
9/01/2021-4/03/2024
$54,504
$9,380
Lessthan 0.1%
Add Hero Holdings Ltd.
9/01/2021-4/03/2024
42,078
2,436
Lessthan 0.1%
Add Hero Holdings Ltd.
9/01/2021-4/03/2024
54,080
2,325
Lessthan 0.1%
Bosphorous Financial Services Ltd.
1/20/2026
2,500,000
2,449,059
0.2%
China Aoyuan Group Ltd.
9/01/2021-3/26/2024
4,561
844
Lessthan 0.1%

 
Acquisition
Date
Acquisition
Cost
Value
% of
Net Assets
China Aoyuan Group Ltd.
9/01/2021-3/26/2024
$1,350
$570
Lessthan 0.1%
China Aoyuan Group Ltd.
9/01/2021-9/30/2024
16,441
345
Lessthan 0.1%
Chol Aviation Capital Ltd.
2/10/2026
1,300,000
1,254,540
0.1%
CIFI Holdings Group Co. Ltd.
8/30/2021-12/29/2025
1,108,197
46,636
Lessthan 0.1%
ECAF I Blocker, Ltd.
6/18/2015
9,000,000
 —
0.0%
QXO, Inc.
1/12/2026
2,080,000
2,357,118
0.2%
Yuzhou Group Holdings Co. Ltd.
7/21/2021-1/16/2026
1,011,122
35,841
Lessthan 0.1%
Yuzhou Group Holdings Co. Ltd.
7/21/2021-1/07/2026
975,421
31,997
Lessthan 0.1%
Yuzhou Group Holdings Co. Ltd.
7/21/2021-1/16/2026
844,521
24,940
Lessthan 0.1%
Yuzhou Group Holdings Co. Ltd.
7/21/2021-1/07/2026
96,203
21,046
Lessthan 0.1%
Yuzhou Group Holdings Co. Ltd.
7/21/2021-1/09/2026
521,511
11,117
Lessthan 0.1%
Yuzhou Group Holdings Co. Ltd.
7/21/2021-1/07/2026
160,005
901
Lessthan 0.1%
(g)
The issuer is in default with respect to interest and/or principal payments. Income is not being accrued.
(h)
Non-income producing security.
(i)
Amount shown represents units. One unit represents a principal amount of 1,000.
(j)
Amount shown represents units. One unit represents a principal amount of 100.
(k)
Security (or a portion thereof) has been pledged as collateral for open derivative contracts.
(l)
Stated interest rate has been determined in accordance with the provisions of the loan agreement and is subject to a minimum benchmark floor rate
which may range from 0.00% to 1.00%, to which the spread is added.
(m)
Position is unsettled. Contract rate was not determined at March 31, 2026 and does not take effect until settlement date. Maturity date is not finalized
until settlement date.
(n)
Private credit preferred stock with no specified maturity date.
(o)
Investment has been committed to but has not been fully funded by the Fund.
(p)
The Fund may enter into repurchase agreements, under the terms of a Master Repurchase Agreement, under which the Fund acquires securities as
collateral and agrees to resell the securities at an agreed upon time and at an agreed upon price. It is the Fund's policy that the market value of the
collateral for repurchase agreements be at least equal to 102% of the repurchase price, including interest. Certain repurchase agreements are tri-party
arrangements whereby the collateral is held in a segregated account for the benefit of the Fund and on behalf of the counterparty. Repurchase
agreements could involve certain risks in the event of default or insolvency of the counterparty, including possible delays or restrictions upon the
Fund's ability to dispose of the underlying securities. As of March 31, 2026, the Fund had an investment in a repurchase agreement for which the value
of the related collateral exceeded the value of the repurchase agreement.
(q)
The Fund's investment in U.S. Government/Agency securities is comprised of various lots with differing discount rates. These separate investments,
which have the same maturity date, have been aggregated for the purpose of presentation in the Portfolio of Investments.
(r)
Interest rate represents discount rate at time of purchase; not a coupon rate.
ABS
Asset-Backed Securities
ADR
An American Depositary Receipt is a certificate issued by a custodian bank representing the right to receive securities of the foreign issuer described.
The values of ADRs may be significantly influenced by trading on exchanges not located in the United States.
DIP
Debtor In Possession
JIBAR
Johannesburg Interbank Agreed Rate
MTN
Medium Term Note
PIK
Payment-in-Kind
REIT
Real Estate Investment Trust
SAFEX
South African Futures Exchange
SLM
Sallie Mae
SOFR
Secured Overnight Financing Rate
BRL
Brazilian Real
CAD
Canadian Dollar
EUR
Euro
MXN
Mexican Peso
MYR
Malaysian Ringgit
TRY
Turkish Lira
UYU
Uruguayan Peso
ZAR
South African Rand
Swap Agreements
The Fund may enter into credit default and interest rate swaps. A credit default swap is an agreement between two parties (the "protection buyer" and "protection seller") to exchange the credit risk of an issuer ("reference obligation") for a specified time period. The reference obligation may be one or more debt securities or an index of such securities. The Fund may be either the protection buyer or the protection seller. As a protection buyer, the Fund has the ability to hedge the downside risk of an issuer or group of issuers. As a protection seller, the Fund has the ability to gain exposure to an issuer or group of issuers whose bonds are unavailable or in short supply in the cash bond market, as well as realize additional income in the form of fees paid by the protection buyer. The protection buyer is obligated to pay the protection seller a stream of payments ("fees") over the term of the contract, provided that no credit event, such as a default or a downgrade in credit rating, occurs on the

reference obligation. The Fund may also pay or receive upfront premiums. If a credit event occurs, the protection seller must pay the protection buyer the difference between the agreed upon notional value and market value of the reference obligation. Market value in this case is determined by a facilitated auction whereby a minimum number of allowable broker bids, together with a specified valuation method, are used to calculate the value. The maximum potential amount of undiscounted future payments that a Fund as the protection seller could be required to make under a credit default swap agreement would be an amount equal to the notional amount of the agreement.
Implied credit spreads, represented in absolute terms, are disclosed in the Portfolio of Investments for those agreements for which the Fund is the protection seller. Implied credit spreads serve as an indicator of the current status of the payment/performance risk and represent the likelihood or risk of default for the credit derivative. The implied credit spread of a particular reference entity reflects the cost of buying/selling protection and may include upfront payments required to be made to enter into the agreement. Wider credit spreads represent a deterioration of the reference entity's credit soundness and a greater likelihood or risk of default or other credit event occurring as defined under the terms of the agreement.
An interest rate swap is an agreement with another party to receive or pay interest (e.g., an exchange of fixed rate payments for floating rate payments) to protect themselves from interest rate fluctuations. This type of swap is an agreement that obligates two parties to exchange a series of cash flows at specified intervals based upon or calculated by reference to a specified interest rate(s) for a specified notional amount. The payment flows are usually netted against each other, with the difference being paid by one party to the other.
Swap agreements are valued daily and fluctuations in the value are recorded as change in unrealized appreciation (depreciation) on swap agreements. Fees are accrued in accordance with the terms of the agreement and are recorded as part of unrealized appreciation (depreciation) on swap agreements. When received or paid, fees are recorded as realized gain or loss. Upfront premiums paid or received by the Fund are recorded as an asset or liability, respectively, and are amortized or accreted over the term of the agreement and recorded as realized gain or loss. Payments made or received by the Fund as a result of a credit event or termination of the agreement are recorded as realized gain or loss.
Swap agreements are privately negotiated in the over-the-counter ("OTC") market and may be entered into as a bilateral contract or centrally cleared ("centrally cleared swaps"). Bilateral swap agreements are traded between counterparties and, as such, are subject to the risk that a party to the agreement will not be able to meet its obligations. In a centrally cleared swap, immediately following execution of the swap agreement, the swap agreement is novated to a central counterparty (the "CCP") and the Fund faces the CCP through a broker. Upon entering into a centrally cleared swap, the Fund is required to deposit initial margin with the broker in the form of cash or securities in an amount that varies depending on the size and risk profile of the particular swap. Subsequent payments, known as "variation margin," are made or received by the Fund based on the daily change in the value of the centrally cleared swap agreement. For centrally cleared swaps, the Fund's counterparty credit risk is reduced as the CCP stands between the Fund and the counterparty.
At March 31, 2026, the Fund had the following open centrally cleared interest rate swap agreements:
Notional
Value
Currency
Expiration Date
Fund Pays1
Fund Receives1
Market Value
Unrealized
Appreciation
(Depreciation)2
176,955,000
ZAR
5/07/2030
7.58
%
3 mo. SAFEX - JIBAR
$(18,176
)
$(18,967
)
At March 31, 2026, the Fund had the following open centrally cleared credit default swap agreements:
Buy Protection
Reference Obligation
(Pay)/
Receive
Fixed Rate
Expiration
Date
Notional
Value()
Unamortized
Up Front Premium
Paid/(Received)
Market
Value
Unrealized
Appreciation
(Depreciation)
CDX.NA.HY* .S46
(5.00%)
6/20/2031
33,300,000
$(1,310,248
)
$(1,655,132
)
$(344,884
)
()
Notional value stated in U.S. dollars unless otherwise noted.
1
Payments are made quarterly.
2
Differences between unrealized appreciation (depreciation) and market value, if any, are due to interest booked as part of the initial trades.
*
CDX.NA.HY is an index composed of North American high yield credit default swaps.
Forward Foreign Currency Contracts
The Fund may enter into forward foreign currency contracts, including forward foreign cross currency contracts, to acquire exposure to foreign currencies or to hedge the Fund's investments against currency fluctuation. A contract can also be used to offset a previous contract. These contracts involve market risk in excess of the unrealized appreciation (depreciation). The U.S. dollar value of the currencies the Fund has committed to buy or sell represents the aggregate exposure to each currency the Fund has acquired or hedged through currency contracts outstanding at period end. Gains or losses are recorded for financial statement purposes as unrealized until settlement date. Contracts are traded over-the-counter directly with a counterparty. Risks may arise upon entering into these contracts from the potential inability of

counterparties to meet the terms of their contracts and from unanticipated movements in the value of a foreign currency relative to the U.S. dollar. Certain contracts may require the movement of cash and/or securities as collateral for the Fund's or counterparty's net obligations under the contracts.
At March 31, 2026, the Fund had the following open forward foreign currency contracts:
Counterparty
Delivery
Date
Currency
Bought/
Sold (B/S)
Units
of
Currency
In Exchange
for
Notional
Value
Unrealized
Appreciation
(Depreciation)
Bank of America N.A.
6/05/2026
EUR
S
2,255,000
$2,626,669
$2,614,162
$12,507
BNP Paribas SA
5/19/2026
ZAR
B
62,356,000
3,743,551
3,672,170
(71,381
)
BNP Paribas SA
5/19/2026
ZAR
S
246,108,000
15,216,273
14,493,399
722,874
Total
 
 
$664,000
Futures Contracts
The Fund may enter into futures contracts. Futures contracts are agreements between two parties to buy and sell a particular instrument or index for a specified price on a specified future date.
When the Fund enters into a futures contract, it is required to deposit with (or for the benefit of) its broker an amount of cash or short-term high-quality securities as "initial margin." As the value of the contract changes, the value of the futures contract position increases or declines. Subsequent payments, known as "variation margin," are made or received by the Fund, depending on the price fluctuations in the fair value of the contract and the value of cash or securities on deposit with the broker. Realized gain or loss on a futures position is equal to the difference between the value of the contract at the time it was opened and the value at the time it was closed, minus brokerage commissions. When the Fund enters into a futures contract certain risks may arise, such as illiquidity in the futures market, which may limit the Fund's ability to close out a futures contract prior to settlement date, and unanticipated movements in the value of securities or interest rates.
Futures contracts are exchange-traded. Exchange-traded futures contracts are standardized and are settled through a clearing house with fulfillment supported by the credit of the exchange. Therefore, counterparty credit risks to the Fund are reduced; however, in the event that a counterparty enters into bankruptcy, the Fund's claim against initial/variation margin on deposit with the counterparty may be subject to terms of a final settlement in bankruptcy court.
At March 31, 2026, the Fund had the following open long futures contracts:
Financial Futures
Expiration
Date
Contracts
Notional
Amount
Value
Unrealized
Appreciation
(Depreciation)
CBOT 5 Year U.S. Treasury Notes Futures
6/30/2026
3,382
$371,222,203
$365,863,705
$(5,358,498
)
At March 31, 2026, the Fund had the following open short futures contracts:
Financial Futures
Expiration
Date
Contracts
Notional
Amount
Value
Unrealized
Appreciation
(Depreciation)
CBOT 2 Year U.S. Treasury Notes Futures
6/30/2026
1,038
$216,887,486
$215,328,234
$1,559,252
CBOT U.S. Long Bond Futures
6/18/2026
99
11,644,560
11,273,625
370,935
CBOT Ultra Long-Term U.S. Treasury Bond Futures
6/18/2026
181
21,829,182
21,097,812
731,370
Ultra 10 Year U.S. Treasury Notes Futures
6/18/2026
953
110,605,551
108,180,391
2,425,160
Total
 
 
$5,086,717
Fair Value Measurements
In accordance with accounting standards related to fair value measurements and disclosures, the Fund has categorized the inputs utilized in determining the value of each Fund’s assets or liabilities. These inputs are summarized in the three broad levels listed below:
• Level 1 — quoted prices in active markets for identical assets or liabilities;
• Level 2 — prices determined using other significant inputs that are observable either directly, or indirectly through corroboration with observable market data (which could include quoted prices for similar assets or liabilities, interest rates, credit risk, etc.); and
• Level 3 — prices determined using significant unobservable inputs when quoted prices or observable inputs are unavailable such as when there is little or no market activity for an asset or liability (unobservable inputs reflect each Fund’s own assumptions in determining the fair value of assets or liabilities and would be based on the best information available).
The inputs or methodology used for valuing securities are not necessarily an indication of the risk associated with investing in those securities.
The Fund's pricing policies have been approved by the Board of Trustees. Investments for which market quotations are readily available are categorized in Level 1. Other investments for which an independent pricing service is utilized are categorized in Level 2. Broker-dealer bid prices for which the Fund has knowledge of the inputs used by the broker-dealer are categorized in Level 2. All other investments, including broker-dealer bid prices for which the Fund does not have knowledge of the inputs used by the broker-dealer, as well as investments fair valued by the valuation designee, are categorized in Level 3. All Level 2 and 3 securities are defined as being fair valued.

Under certain conditions and based upon specific facts and circumstances, the Fund’s valuation designee may determine that a fair valuation should be made for portfolio investment(s). These valuation designee fair valuations will be based upon a significant amount of Level 3 inputs.
The following is a summary of the inputs used to value the Fund's investments as of March 31, 2026, at value:
Asset Valuation Inputs
Description
Level 1
Level 2
Level 3
Total
Bonds and Notes
Non-Convertible Bonds
ABS Home Equity
$ —
$26,104,305
$2,173,747
$28,278,052
Non-Agency Commercial Mortgage-Backed Securities
 —
37,065,447
81,512
37,146,959
All Other Non-Convertible Bonds(a)
 —
748,926,831
 —
748,926,831
Total Non-Convertible Bonds
812,096,583
2,255,259
814,351,842
Convertible Bonds(a)
 —
3,168,042
 —
3,168,042
Total Bonds and Notes
815,264,625
2,255,259
817,519,884
Collateralized Loan Obligations
 —
69,082,771
 —
69,082,771
Senior Loans(a)
 —
55,972,687
 —
55,972,687
Equity-Linked Notes
 —
31,500,784
 —
31,500,784
Private Credit
ABS Other
 —
 —
1,254,540
1,254,540
Banking
 —
 —
5,112,766
5,112,766
Building Materials
 —
 —
2,357,118
2,357,118
Total Private Credit
8,724,424
8,724,424
Common Stocks
Real Estate Management & Development
14,274
28,479
 —
42,753
All Other Common Stocks(a)
6,523,784
 —
 —
6,523,784
Total Common Stocks
6,538,058
28,479
6,566,537
Preferred Stocks(a)
713,409
 —
 —
713,409
Other Investments
Aircraft ABS
 —
 —
 —
 —
Professional Services
 —
 —
25,878
25,878
Total Other Investments
25,878
25,878
Short-Term Investments
 —
139,184,047
 —
139,184,047
Purchased Options(a)
9,610
 —
 —
9,610
Total Investments
7,261,077
1,111,033,393
11,005,561
1,129,300,031
Forward Foreign Currency Contracts (unrealized appreciation)
 —
735,381
 —
735,381
Futures Contracts (unrealized appreciation)
5,086,717
 —
 —
5,086,717
Total
$12,347,794
$1,111,768,774
$11,005,561
$1,135,122,129
Liability Valuation Inputs
Description
Level 1
Level 2
Level 3
Total
Written Options(a)
$(643,829
)
$ —
$ —
$(643,829
)
Centrally Cleared Interest Rate Swap Agreements (unrealized depreciation)
 —
(18,967
)
 —
(18,967
)
Centrally Cleared Credit Default Swap Agreements (unrealized depreciation)
 —
(344,884
)
 —
(344,884
)
Forward Foreign Currency Contracts (unrealized depreciation)
 —
(71,381
)
 —
(71,381
)
Futures Contracts (unrealized depreciation)
(5,358,498
)
 —
 —
(5,358,498
)
Total
$(6,002,327
)
$(435,232
)
$ —
$(6,437,559
)
(a)
Details of the major categories of the Fund’s investments are reflected within the Portfolio of Investments.

The following is a reconciliation of Level 3 investments for which significant unobservable inputs were used to determine fair value as of December 31, 2025 and/or March 31, 2026:
 
Asset Valuation Inputs
Investments in Securities
Balance as of
December 31,
2025
Accrued
Discounts
(Premiums)
Realized
Gain (Loss)
Change in
Unrealized
Appreciation
(Depreciation)
Purchases
Sales
Transfers
into
Level 3
Transfers
out of
Level 3
Balance as of
March 31,
2026
Change in
Unrealized
Appreciation
(Depreciation)
from
Investments
Still Held at
March 31,
2026
Bonds and Notes
Non-Convertible Bonds
ABS Home Equity
$2,245,145
$ —
$563
$(6,894
)
$ —
$(65,067
)
$ —
$ —
$2,173,747
$(9,134
)
Non-Agency Commercial
Mortgage-Backed
Securities
81,512
 —
 —
 —
 —
 —
 —
 —
81,512
 —
Private Credit
ABS Other
 —
 —
 —
(45,460
)
1,300,000
 —
 —
 —
1,254,540
(45,460
)
Banking
 —
 —
 —
(87,234
)
5,200,000
 —
 —
 —
5,112,766
(87,234
)
Building Materials
 —
 —
 —
277,118
2,080,000
 —
 —
 —
2,357,118
277,118
Other Investments
Aircraft ABS
 —
 —
 —
 —
 —
 —
 —
 —
 —
 —
Professional Services
25,551
 —
 —
327
 —
 —
 —
 —
25,878
327
Total
$2,352,208
$ —
$563
$137,857
$8,580,000
$(65,067
)
$ —
$ —
$11,005,561
$135,617