Eaton Vance
Global Macro Absolute Return Fund
July 31, 2026 (Unaudited)
 
Eaton Vance Global Macro Absolute Return Fund (the Fund), a non-diversified series of Eaton Vance Mutual Funds Trust, invests its assets in Global Macro Portfolio (the Portfolio) and owns a pro rata interest in the Portfolio’s net assets. At July 31, 2026, the value of the Fund’s investment in the Portfolio was $4,178,036,218 and the Fund owned approximately 100% of the Portfolio’s outstanding interests. The Portfolio’s Consolidated Portfolio of Investments is set forth below.
1

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited)
 
Collateralized Mortgage Obligations — 0.6%
 
 
 
Security
Principal
Amount
(000's omitted)
Value
Federal Home Loan Mortgage Corp.: 
 
Series 2344, Class ZD, 6.50%, 8/15/31
$
         66
$       67,082
Series 2458, Class ZB, 7.00%, 6/15/32
 
        163
      169,594
Federal National Mortgage Association: 
 
Series 1998-16, Class H, 7.00%, 4/18/28
 
         12
       11,953
Series 1998-44, Class ZA, 6.50%, 7/20/28
 
         24
       24,311
Series 1999-25, Class Z, 6.00%, 6/25/29
 
         31
       31,115
Series 2000-2, Class ZE, 7.50%, 2/25/30
 
          6
        5,909
Series 2001-31, Class ZA, 6.00%, 7/25/31
 
        255
      257,021
Series 2001-74, Class QE, 6.00%, 12/25/31
 
        120
      122,922
Series 2009-48, Class WA, 5.766%, 7/25/39(1)
 
        416
      422,005
Series 2011-38, Class SA, 2.308%, (13.157% -
30-day SOFR Average x 3.00), 5/25/41(2)
 
        648
      439,788
JPM Lending Facility, 9.981%, (SOFR + 7.00%),
7/15/29(3)
 
      7,013
    6,995,761
Unison Trust, Series 2021-1, Class A, 6.50%,
4/25/50(1)(4)
 
     19,470
   16,749,928
Total Collateralized Mortgage Obligations
(identified cost $28,104,159)
 
$   25,297,389
 
Common Stocks — 5.9%
 
Security
Shares
Value
Belgium — 0.0%†
Cenergy Holdings SA
 
     30,003
$      749,350
 
 
$      749,350
Canada — 0.0%†
Amaroq Ltd.(5)
 
    517,800
$      738,475
 
 
$      738,475
China — 0.0%†
Shimao Group Holdings Ltd.(5)
 
    582,390
$        4,749
Sunac China Holdings Ltd.(5)
 
  3,423,780
      240,392
Times China Holdings Ltd.(5)
 
  1,518,847
        5,406
 
 
$      250,547
Cyprus — 0.3%
Bank of Cyprus Holdings PLC
 
  1,001,600
$   11,883,329
 
 
$   11,883,329
Security
Shares
Value
Georgia — 0.2%
Georgia Capital PLC(5)
 
    133,952
$    7,162,386
 
 
$    7,162,386
Greece — 0.9%
Aktor SA Holding Co. Technical & Energy Projects(5)
 
     61,667
$      748,261
Alpha Bank SA
 
    485,181
    2,405,882
Athens International Airport SA
 
     30,454
      371,141
CrediaBank SA(5)
 
  1,154,564
    1,334,505
Eurobank SA
 
  1,005,367
    5,195,279
GEK TERNA SA
 
     46,322
    2,424,730
Hellenic Telecommunications Organization SA
 
     74,862
    1,727,750
Helleniq Energy Holdings SA
 
     34,400
      514,606
Holding Co. ADMIE IPTO SA
 
     28,824
      149,761
Ideal Holdings SA
 
     22,813
      158,653
JUMBO SA
 
     48,994
    1,369,068
LAMDA Development SA(5)
 
     30,988
      226,705
Metlen Energy & Metals PLC
 
     64,250
    3,426,263
Motor Oil (Hellas) Corinth Refineries SA
 
     28,366
    1,666,410
National Bank of Greece SA
 
    232,955
    4,358,831
Optima bank SA
 
     77,763
      942,075
Piraeus Bank SA
 
    352,537
    4,112,014
Public Power Corp. SA
 
    189,273
    4,877,203
Qualco Group SA(5)
 
     52,437
      347,055
Titan SA
 
     16,242
      977,520
 
 
$   37,333,712
Hungary — 0.6%
Magyar Telekom Telecommunications PLC
 
    300,825
$    2,607,790
MOL Hungarian Oil & Gas PLC(5)
 
    357,666
    5,120,952
OTP Bank Nyrt
 
    105,229
   15,588,813
Richter Gedeon Nyrt
 
     52,467
    1,954,877
 
 
$   25,272,432
Iceland — 0.3%
Arion Banki Hf.(4)
 
  1,881,577
$    2,960,966
Bera Hf.(5)
 
  3,273,323
      396,148
Eik fasteignafelag Hf.
 
  3,253,209
      391,840
Eimskipafelag Islands Hf.
 
    220,734
      451,144
Festi Hf.
 
    378,876
      954,567
Hagar Hf.
 
  1,767,490
    1,709,132
Hampidjan Hf.
 
    356,548
      253,768
Heimar Hf.
 
  2,553,766
      711,093
Icelandair Group Hf.(5)
 
 54,957,023
      318,416
Islandsbanki Hf.
 
  2,648,039
    3,141,909
Kaldalon Hf.
 
    304,700
       64,837
Kvika banki Hf.
 
  6,468,924
      715,810
2

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Security
Shares
Value
Iceland (continued)
Reitir fasteignafelag Hf.
 
    875,641
$      811,795
Siminn Hf.
 
  3,639,484
      376,879
Sjova-Almennar Tryggingar Hf.
 
    191,700
       66,703
Skagi Hf.
 
  2,290,750
      350,008
 
 
$   13,675,015
India — 0.6%
Ambuja Cements Ltd.
 
     98,100
$      444,001
Apollo Hospitals Enterprise Ltd.
 
      7,200
      675,485
Asian Paints Ltd.
 
     16,400
      471,748
Bharti Airtel Ltd.
 
     25,200
      520,615
Dabur India Ltd.
 
     99,500
      439,441
DLF Ltd.
 
     84,900
      586,424
Fortis Healthcare Ltd.
 
     59,500
      589,489
HDFC Asset Management Co. Ltd.(4)
 
     19,700
      539,722
HDFC Bank Ltd.
 
     55,900
      437,798
HDFC Life Insurance Co. Ltd.(4)
 
     67,100
      385,535
Hero MotoCorp Ltd.
 
      9,000
      508,053
Hindustan Aeronautics Ltd.(6)
 
      5,200
      253,295
Hindustan Unilever Ltd.
 
     19,500
      429,249
ICICI Bank Ltd.
 
     35,300
      530,529
ICICI Prudential Life Insurance Co. Ltd.(4)
 
     67,400
      363,903
Infosys Ltd.
 
    127,131
    1,510,195
ITC Ltd.
 
    158,600
      466,912
Jindal Steel Ltd.
 
     39,700
      459,077
JSW Steel Ltd.
 
     42,200
      561,714
Kwality Wall's India Ltd.(5)
 
      9,800
        3,174
Lodha Developers Ltd.(4)
 
     55,000
      716,926
Marico Ltd.
 
     67,900
      619,422
Maruti Suzuki India Ltd.
 
      3,300
      492,112
Max Healthcare Institute Ltd.
 
     48,700
      560,516
Muthoot Finance Ltd.
 
     12,100
      395,330
Nippon Life India Asset Management Ltd.(4)
 
     62,500
      760,285
Oberoi Realty Ltd.
 
     35,000
      670,158
One 97 Communications Ltd.(5)
 
     44,100
      620,493
Persistent Systems Ltd.
 
     33,700
    1,961,378
Reliance Industries Ltd.
 
     35,300
      483,308
SBI Life Insurance Co. Ltd.(4)
 
     21,600
      425,816
State Bank of India
 
     44,600
      480,004
Tata Consultancy Services Ltd.
 
     66,800
    1,657,278
Tata Steel Ltd.
 
    227,300
      452,257
TVS Motor Co. Ltd.
 
     13,900
      627,990
UltraTech Cement Ltd.
 
      3,900
      486,360
Varun Beverages Ltd.
 
     89,200
      413,345
Wipro Ltd.
 
    848,362
    1,636,341
 
 
$   23,635,678
Security
Shares
Value
Luxembourg — 0.0%†
Alvotech SA(5)
 
    159,503
$      615,967
 
 
$      615,967
Nigeria — 0.1%
Access Holdings PLC(5)
 
  2,840,529
$       54,348
Fidelity Bank PLC(5)
 
  1,331,659
       20,957
First HoldCo PLC(5)
 
 11,959,968
    1,127,749
Guaranty Trust Holding Co. PLC
 
  3,866,699
      367,956
Nigerian Breweries PLC(5)
 
    542,654
       29,028
Transnational Corp. of Nigeria PLC
 
    213,337
        6,544
United Bank for Africa PLC
 
 13,107,185
      426,485
Zenith Bank PLC
 
 11,224,146
    1,014,998
 
 
$    3,048,065
Philippines — 0.1%
Ayala Corp.
 
     38,281
$      319,768
Ayala Land, Inc.
 
    756,412
      208,350
Bank of the Philippine Islands
 
    138,259
      230,956
BDO Unibank, Inc.
 
    292,967
      593,882
SM Investments Corp.
 
     53,244
      515,707
SM Prime Holdings, Inc.
 
  2,177,701
      650,928
 
 
$    2,519,591
Poland — 0.0%†
Budimex SA
 
      4,170
$      808,772
Grupa Kety SA
 
      2,041
      683,879
 
 
$    1,492,651
Slovenia — 0.2%
Nova Ljubljanska Banka DD GDR(6)
 
    157,872
$    8,215,474
 
 
$    8,215,474
Switzerland — 0.0%†
Oculis Holding AG(5)
 
     26,940
$      299,630
 
 
$      299,630
Taiwan — 0.4%
Cathay Financial Holding Co. Ltd.
 
    710,000
$    2,209,719
CTBC Financial Holding Co. Ltd.
 
  1,103,000
    2,201,515
E.Sun Financial Holding Co. Ltd.
 
  1,894,000
    2,258,995
Fubon Financial Holding Co. Ltd.
 
    540,000
    2,152,424
KGI Financial Holding Co. Ltd.
 
  2,717,000
    2,566,969
SinoPac Financial Holdings Co. Ltd.
 
  1,983,900
    2,474,200
Yuanta Financial Holding Co. Ltd.
 
  1,073,000
    2,238,479
 
 
$   16,102,301
3

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Security
Shares
Value
United Arab Emirates — 1.1%
Aldar Properties PJSC
 
  8,883,100
$   17,921,517
Emaar Properties PJSC
 
  8,687,800
   25,929,346
Kyivstar Group Ltd.(5)
 
    284,600
    3,859,176
 
 
$   47,710,039
United States — 0.0%†
Gold Reserve Ltd.(5)
 
    201,228
$      913,575
JBT Marel Corp.(7)
 
      1,771
      245,230
JBT Marel Corp.(7)
 
      1,429
      202,013
 
 
$    1,360,818
Uzbekistan — 0.2%
National Investment Fund of the Republic of
Uzbekistan JSC GDR(4)(5)
 
    220,385
$    7,217,609
 
 
$    7,217,609
Vietnam — 0.9%
Asia Commercial Bank JSC
 
  2,336,388
$    1,943,387
Bank for Foreign Trade of Vietnam JSC
 
    390,958
      878,994
Bank for Investment & Development of Vietnam JSC
 
    835,200
    1,204,132
Binh Minh Plastics JSC
 
     37,000
      215,319
Coteccons Construction JSC
 
    266,805
      618,199
Dien May Xanh Investment JSC(5)
 
    901,000
    2,740,632
Duc Giang Chemicals JSC
 
     73,500
      108,970
FPT Corp.
 
    713,377
    1,815,294
FPT Digital Retail JSC(5)
 
    190,181
      895,626
Gemadept Group Corp.
 
    768,500
    2,248,087
Hoa Phat Group JSC
 
    928,125
      764,608
IDICO Corp. JSC
 
    177,606
      219,977
Khang Dien House Trading & Investment JSC(5)
 
    667,456
      442,779
KIDO Group Corp.
 
     13,562
       25,848
Kinh Bac City Development Holding Corp.(5)
 
    748,800
      786,791
Masan Group Corp.(5)
 
    287,600
      721,641
Military Commercial Joint Stock Bank
 
  1,471,877
    1,256,732
Mobile World Investment Corp.
 
    929,098
    2,465,124
Nam Long Investment Corp.
 
    799,974
      675,005
PetroVietnam Gas JSC
 
    402,400
    1,047,912
Phat Dat Real Estate Development Corp.(5)
 
    458,136
      199,328
Phu Nhuan Jewelry JSC
 
    438,210
      516,166
Refrigeration Electrical Engineering Corp.
 
    437,688
      773,112
Saigon Beer Alcohol Beverage Corp.
 
    454,900
      751,929
Saigon Treasure Commercial JSB(5)
 
    456,800
    1,237,354
SSI Securities Corp.
 
  1,604,400
    1,433,328
Techcom Securities JSC
 
    801,285
    1,248,386
Vietnam Dairy Products JSC
 
    737,081
    1,705,265
Security
Shares
Value
Vietnam (continued)
Vietnam Joint Stock Commercial Bank for Industry &
Trade
 
    423,929
$      495,695
Vietnam Prosperity JSC Bank
 
    562,500
      528,679
Vietnam Technological & Commercial Joint Stock Bank
 
  1,180,800
    1,297,141
Vingroup JSC(5)
 
    443,476
    3,577,703
Vinh Hoan Corp.
 
    348,300
      695,238
Vinhomes JSC(4)
 
    446,400
    2,492,663
VP Bank Securities Ltd. Co.(5)
 
    637,390
      614,292
 
 
$   38,641,336
Total Common Stocks
(identified cost $211,092,792)
 
$  247,924,405
 
Convertible Bonds — 0.0%†
 
 
 
Security
Principal
Amount
(000's omitted)
Value
China — 0.0%†
Sunac China Holdings Ltd., 0.00%, 6/23/28(4)
USD
      2,205
$      297,960
Times China Holdings Ltd.: 
 
0.00%, 3/30/27(4)
USD
      2,687
       18,781
0.00%, 3/30/27(4)
USD
        558
        3,375
Total Convertible Bonds
(identified cost $739,198)
 
$      320,116
 
Credit Linked Notes — 0.0%†
 
 
 
Security
Principal
Amount
(000's omitted)
Value
South Africa — 0.0%†
Absa Bank Ltd. (United Republic of Tanzania),
13.50%, 8/2/35(8)
TZS
  3,449,568
$    1,544,522
Total Credit Linked Notes
(identified cost $1,539,212)
 
$    1,544,522
 
Foreign Corporate Bonds — 5.7%
 
 
 
Security
Principal
Amount
(000's omitted)
Value
Angola — 0.1%
Sonangol Finance Ltd., 10.00%, 1/29/31(6)
USD
      2,925
$    2,993,925
 
 
$    2,993,925
4

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
 
 
Security
Principal
Amount
(000's omitted)
Value
Armenia — 0.0%†
Ardshinbank CJSC Via Dilijan Finance BV, 6.60%,
1/22/31(6)
USD
      1,362
$    1,363,802
 
 
$    1,363,802
Brazil — 0.4%
Braskem Netherlands Finance BV: 
 
4.50%, 1/31/30(6)
USD
      7,812
$    4,252,931
7.25%, 2/13/33(6)
USD
      5,385
    2,914,631
8.00%, 10/15/34(6)
USD
      4,453
    2,418,602
Raizen Fuels Finance SA: 
 
5.70%, 1/17/35(6)
USD
      5,815
    3,091,487
6.25%, 7/8/32(6)
USD
      7,703
    4,100,692
6.45%, 3/5/34(6)
USD
      1,148
      613,463
 
 
$   17,391,806
China — 0.0%†
KWG Group Holdings Ltd., 7.875%, 8/30/24(9)
USD
      1,571
$       49,094
Shimao Group Holdings Ltd.: 
 
2.00%, (2.00% cash or 3.00% PIK),
7/21/32(4)(10)
USD
        570
       12,179
2.00%, (2.00% cash or 3.00% PIK),
7/21/33(4)(10)
USD
        855
       10,683
2.00%, (2.00% cash or 3.00% PIK),
1/21/34(4)(10)
USD
        855
       10,683
5.95%, (0.05% cash and 5.90% PIK),
7/21/31(4)
USD
      3,205
       44,075
Times China Holdings Ltd.: 
 
4.00%, (1.00% cash and 3.00% PIK),
3/30/29(4)
USD
        602
       17,298
4.20%, (0.00% cash and 4.20% PIK),
9/30/32(4)
USD
      2,244
       53,306
 
 
$      197,318
Georgia — 0.2%
Bank of Georgia JSC, 9.50% to 7/16/29(6)(11)(12)
USD
      3,777
$    3,981,116
TBC Bank Group PLC, 22.00%, 6/5/28(4)
UZS
 41,540,000
    3,490,558
 
 
$    7,471,674
Hungary — 0.1%
MBH Bank Nyrt, 5.25% to 1/29/29, 1/29/30(6)(12)
EUR
      3,369
$    3,901,291
 
 
$    3,901,291
Iceland — 0.0%
Wow Air Hf., 0.00%, (3 mo. EURIBOR +
9.00%)(9)(11)(13)
EUR
      3,679
$            0
 
 
$            0
 
 
Security
Principal
Amount
(000's omitted)
Value
India — 0.6%
ICICI Bank Ltd./IFSC, 5.459%, 7/30/31(4)(14)
USD
     17,335
$   17,424,650
Porteast Investment Pvt Ltd., 0.00%, 5/29/28
INR
    510,000
    6,694,649
Reliance Communications Ltd., 6.50%,
11/6/20(6)(9)
USD
      1,800
       27,000
 
 
$   24,146,299
Kazakhstan — 0.4%
Development Bank of Kazakhstan JSC, 13.00%,
4/15/27(4)
KZT
  3,466,500
$    7,140,966
ForteBank JSC: 
 
7.75%, 2/4/30(4)
USD
      4,690
    4,811,682
9.75% to 11/3/30(6)(11)(12)
USD
      4,550
    4,705,227
 
 
$   16,657,875
Kyrgyzstan — 0.1%
Eldik Bank OAO, 8.50%, 4/23/31(6)
USD
      3,750
$    3,743,704
 
 
$    3,743,704
Mexico — 0.0%†
Alpha Holding SA de CV: 
 
9.00%, 2/10/25(6)(9)
USD
      3,667
$       33,005
10.00%, 12/19/22(6)(9)
USD
      1,741
       15,670
 
 
$       48,675
Mongolia — 0.1%
Golomt Bank, 7.95%, 5/14/29(6)
USD
      2,788
$    2,799,125
State Bank JSC, 8.90%, 9/25/28(6)
USD
      2,510
    2,520,872
 
 
$    5,319,997
Nigeria — 0.3%
Dangote Petroleum Refinery & Petrochemicals FZE,
7.50%, 7/16/31(6)
USD
     10,090
$   10,074,834
 
 
$   10,074,834
Supranational — 0.3%
Asian Development Bank, 14.50%, 6/26/28
UZS
 17,111,900
$    1,467,858
Corp. Andina de Fomento: 
 
7.50%, 4/4/34(6)
INR
    559,000
    5,613,317
8.25%, 4/26/34
INR
    452,000
    4,739,882
European Bank for Reconstruction & Development,
17.35%, 3/1/27(6)
USD
        401
      416,166
 
 
$   12,237,223
Ukraine — 0.2%
Kernel Holding SA, 6.75%, 10/27/27(6)
USD
      2,011
$    1,965,830
5

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
 
 
Security
Principal
Amount
(000's omitted)
Value
Ukraine (continued)
MHP Lux SA: 
 
6.25%, 9/19/29(4)
USD
        723
$      676,590
6.25%, 9/19/29(6)
USD
      1,552
    1,452,375
10.50%, 7/28/29(6)
USD
      5,309
    5,526,583
 
 
$    9,621,378
Uzbekistan — 1.9%
Aloqabank JSC, 7.70%, 5/18/31(6)
USD
      3,010
$    2,999,905
Heritage Lending Group BV, 19.50%, 5/5/29
UZS
221,552,000
   18,547,921
Ipoteka-Bank ATIB: 
 
17.50%, 10/9/28(6)
UZS
 41,010,000
    3,537,640
20.50%, 4/25/27(6)
UZS
 42,080,000
    3,652,172
JSCB Agrobank: 
 
9.25%, 10/2/29(6)
USD
      7,973
    8,620,409
20.75%, 9/15/28
UZS
127,710,000
   11,329,575
Uzbek Industrial & Construction Bank ATB: 
 
9.45% to 10/23/30(6)(11)(12)
USD
      7,110
    7,388,875
19.95%, 4/25/28(6)
UZS
 43,950,000
    3,871,092
21.00%, 7/24/27(6)
UZS
232,110,000
   20,363,302
 
 
$   80,310,891
Venezuela — 1.0%
Petroleos de Venezuela SA: 
 
5.375%, 4/12/27(6)(9)
USD
      8,714
$    3,197,891
6.00%, 10/28/22(6)(9)
USD
     14,448
    5,273,397
6.00%, 5/16/24(6)(9)
USD
      9,503
    3,586,206
6.00%, 11/15/26(6)(9)
USD
      9,445
    3,579,656
8.50%, 10/20/27
USD
        100
      117,000
8.50%, 10/20/27
USD
      8,674
   10,147,995
9.00%, 11/17/21(6)(9)
USD
     10,028
    4,350,881
9.75%, 5/17/35(6)(9)
USD
     11,282
    5,136,893
12.75%, 2/17/22(6)(9)
USD
      9,871
    4,910,908
 
 
$   40,300,827
Total Foreign Corporate Bonds
(identified cost $224,203,713)
 
$  235,781,519
 
Insurance Linked Securities — 1.3%
 
Security
Shares
Value
Reinsurance Side Cars — 0.7%
 
Beacon RE(5)(13)(15)(16)
 
  2,963,783
$    3,020,391
Beacon RE(5)(13)(15)(16)
 
  3,536,217
    3,536,217
Security
Shares
Value
Reinsurance Side Cars (continued)
 
Eden Re II Ltd.: 
 
Series 2023B, 0.00%, 3/19/27(4)(13)(15)(16)
 
      7,394
$      112,141
Series 2024A, 0.00%, 3/17/28(4)(13)(15)(16)
 
     31,579
       87,455
Series 2024B, 0.00%, 3/17/28(4)(13)(15)(16)
 
      6,667
       99,429
Series 2025A, 0.00%, 3/19/30(4)(13)(15)(16)
 
     18,605
      456,791
Mt. Logan Re Ltd.: 
 
Participating Units(5)(13)(15)(16)
 
  4,000,000
    4,415,600
Series A-1(13)(16)(17)
 
      4,400
    7,039,296
PartnerRe Ltd.(5)(13)(16)
 
         11
   11,898,822
 
 
$   30,666,142
Segregated Account/Funds — 0.6%
 
PartnerRe ILS Fund SAC Ltd.(5)(13)(16)(17)
 
  5,700,000
$    8,322,000
Voussoir Re Ltd.(5)(13)(16)
 
        815
    1,172,282
Jaffa Capital Fund(5)(13)(15)(16)
 
     70,000
    7,028,700
Voussoir Re Ltd.(5)(13)(16)
 
      4,531
    6,106,658
 
 
$   22,629,640
Total Insurance Linked Securities
(identified cost $45,778,339)
 
$   53,295,782
 
Preferred Stocks — 0.0%†
 
Security
Shares
Value
Puerto Rico — 0.0%†
Liberty Latin America Ltd., Series A, 9.00%(5)
 
     56,490
$    1,143,358
Total Preferred Stocks
(identified cost $1,067,839)
 
$    1,143,358
 
Senior Floating-Rate Loans — 1.4%(18)
 
 
 
Borrower/Description
Principal
Amount
(000’s omitted)
Value
Argentina — 0.5%
Provincia De Neuquen: 
 
Term Loan, 11.154%, (1 mo. USD Term SOFR
+ 7.30%), 5/28/27
$
        504
$      508,576
Term Loan, 11.158%, (1 mo. USD Term SOFR
+ 7.30%), 5/28/27
 
        368
      371,366
VMOS SA: 
 
Term Loan, 9.338% - 9.342%, (6 mo. USD Term
SOFR + 5.50%), 7/8/30
 
     15,149
   15,585,838
Term Loan, 7/8/30(19)
 
      4,731
    4,731,440
 
 
$   21,197,220
6

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
 
 
Borrower/Description
Principal
Amount
(000’s omitted)
Value
Suriname — 0.6%
Staatsolie Maatschappij Suriname NV: 
 
Revolving Loan, 4/26/32(19)
$
     22,449
$   22,449,194
Term Loan, 9.31% - 9.413%, (3 mo. USD Term
SOFR + 5.50%), 5/24/32
 
      2,551
    2,597,807
 
 
$   25,047,001
Uzbekistan — 0.3%
Joint Stock Commercial Bank Agrobank, Term Loan,
17.25%, 7/21/28(20)
UZS
154,760,000
$   12,954,227
 
 
$   12,954,227
Total Senior Floating-Rate Loans
(identified cost $58,447,817)
 
$   59,198,448
 
Sovereign Government Bonds — 32.7%
 
 
 
Security
Principal
Amount
(000's omitted)
Value
Albania — 1.2%
Albania Government International Bonds: 
 
3.50%, 11/23/31(6)
EUR
      3,050
$    3,482,290
4.75%, 2/14/35(6)
EUR
      6,476
    7,475,490
5.90%, 6/9/28(6)
EUR
      6,602
    7,930,424
Albanian Government Bonds: 
 
3.70%, 1/10/28
ALL
     31,600
      390,604
3.85%, 10/7/26
ALL
     91,700
    1,134,022
3.90%, 1/22/30
ALL
     90,600
    1,121,412
4.05%, 2/7/32
ALL
    247,000
    2,996,994
4.30%, 7/10/27
ALL
    293,600
    3,648,826
4.70%, 2/23/27
ALL
     78,200
      971,929
4.95%, 7/22/29
ALL
    876,300
   11,204,944
5.25%, 1/26/29
ALL
    487,600
    6,247,589
5.25%, 1/23/35
ALL
    107,600
    1,367,520
5.59%, 2/19/40
ALL
     81,000
      991,890
6.13%, 7/25/34
ALL
     36,300
      479,978
 
 
$   49,443,912
Angola — 0.1%
Angola Government International Bonds: 
 
9.125%, 11/26/49(6)
USD
      2,306
$    2,169,665
9.244%, 1/15/31(6)
USD
      1,048
    1,099,030
9.375%, 3/31/33(6)
USD
      2,323
    2,399,510
 
 
$    5,668,205
 
 
Security
Principal
Amount
(000's omitted)
Value
Argentina — 2.2%
Argentina Bonar Bonds: 
 
0.75% to 7/9/27, 7/9/30(21)
USD
     62,725
$   34,240,950
1.00%, 7/9/29
USD
        290
      154,405
Argentina Republic Government International
Bonds: 
 
3.50% to 7/9/29, 7/9/41(21)
USD
     11,485
    8,516,128
4.125% to 7/9/27, 7/9/35(21)
USD
     11,284
    8,948,212
5.00%, 1/9/38
USD
      2,978
    2,461,264
6.055%, 12/15/35(1)
EUR
     42,947
    6,505,656
Province of Santa Fe, 8.10%, 12/11/34(6)
USD
      5,795
    5,795,000
Provincia de Cordoba: 
 
8.60%, 2/3/35(4)
USD
      2,973
    2,957,393
9.75%, 7/2/32(4)
USD
      5,382
    5,760,086
9.75%, 7/2/32(6)
USD
      2,254
    2,412,344
Provincia del Chubut Argentina, 9.45%, 4/29/36(4)
USD
     11,927
   12,722,769
 
 
$   90,474,207
Armenia — 1.3%
Republic of Armenia Treasury Bonds: 
 
7.40%, 4/29/29
AMD
  1,394,490
$    3,813,411
8.60%, 4/29/30
AMD
  2,822,575
    7,979,356
9.00%, 10/29/35
AMD
  7,364,174
   21,169,659
9.25%, 4/29/28
AMD
  1,439,030
    4,060,278
9.60%, 10/29/33
AMD
  4,241,233
   12,591,381
9.75%, 10/29/50
AMD
    618,877
    1,836,378
9.75%, 10/29/52
AMD
    673,150
    1,983,307
 
 
$   53,433,770
Barbados — 0.2%
Barbados Government International Bonds, 8.00%,
6/26/35(6)
USD
      9,035
$    9,588,394
 
 
$    9,588,394
Bosnia and Herzegovina — 0.8%
Federation of Bosnia & Herzegovina Eurobond,
5.00%, 6/4/31(6)
EUR
     18,600
$   21,087,130
Republic of Srpska International Government
Bonds: 
 
6.25%, 4/2/31(6)
EUR
      2,848
    3,299,254
6.375%, 5/8/33(6)
EUR
      7,180
    8,244,963
 
 
$   32,631,347
Brazil — 3.7%
Brazil Letras do Tesouro Nacional: 
 
0.00%, 10/1/26
BRL
    383,200
$   73,945,410
7

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
 
 
Security
Principal
Amount
(000's omitted)
Value
Brazil (continued)
Brazil Letras do Tesouro Nacional: (continued)
 
0.00%, 4/1/27
BRL
    175,000
$   31,763,811
Brazil Notas do Tesouro Nacional, 6.00%,
5/15/35(22)
BRL
     58,857
   48,691,679
 
 
$  154,400,900
Colombia — 3.7%
Colombia TES: 
 
3.00%, 3/25/33
COP
  7,672,315
$    2,011,282
5.00%, 3/20/41
COP
 16,420,978
    4,623,868
6.50%, 1/22/31
COP
 48,775,161
   15,602,485
7.00%, 3/26/31
COP
 51,522,100
   13,378,130
7.00%, 6/30/32
COP
  3,102,000
      774,861
7.25%, 10/18/34
COP
  4,290,000
    1,024,862
11.75%, 1/24/35
COP
136,382,200
   42,263,972
12.50%, 2/27/30
COP
115,271,500
   36,434,018
13.25%, 2/9/33
COP
110,182,200
   36,468,167
 
 
$  152,581,645
Congo — 0.2%
DRC International Bonds, 9.50%, 4/16/37(6)
USD
      7,346
$    7,684,185
 
 
$    7,684,185
Egypt — 0.8%
Egypt Government Bonds: 
 
19.98%, 5/20/30
EGP
  1,722,389
$   31,959,548
24.458%, 10/1/27
EGP
    135,767
    2,605,592
 
 
$   34,565,140
Ethiopia — 0.6%
Ethiopia Government International Bonds, 6.625%,
12/11/24(6)(9)
USD
     24,357
$   26,345,384
 
 
$   26,345,384
Gabon — 0.1%
Gabon Government International Bonds, 9.375%,
8/5/33(6)(23)
USD
      3,748
$    3,449,394
 
 
$    3,449,394
Georgia — 0.2%
Georgia Government International Bonds, 5.125%,
1/28/31(6)
USD
      9,430
$    9,154,430
Georgia Treasury Bonds: 
 
8.25%, 8/28/29
GEL
        351
      134,720
 
 
Security
Principal
Amount
(000's omitted)
Value
Georgia (continued)
Georgia Treasury Bonds: (continued)
 
9.75%, 1/27/27
GEL
        586
$      225,899
 
 
$    9,515,049
Ghana — 0.1%
Ghana Government International Bonds, 5.00% to
7/3/28, 7/3/29(6)(21)
USD
      2,918
$    2,861,488
Republic of Ghana Government Bonds: 
 
8.50%, (5.00% cash and 3.50% PIK), 2/15/28
GHS
      4,529
      368,031
8.65%, (5.00% cash and 3.65% PIK), 2/13/29
GHS
     17,108
    1,367,794
9.10%, (5.00% cash and 4.10% PIK), 2/10/32
GHS
      6,692
      464,848
 
 
$    5,062,161
Hungary — 0.8%
Hungary Government Bonds: 
 
3.00%, 10/27/38
HUF
  6,385,380
$   15,658,031
3.00%, 4/25/41
HUF
  4,003,140
    9,466,635
4.00%, 4/28/51
HUF
    164,600
      405,405
7.00%, 10/24/35
HUF
  2,353,900
    8,199,482
 
 
$   33,729,553
India — 0.7%
India Government Bonds: 
 
7.09%, 8/5/54
INR
    470,600
$    4,724,318
7.24%, 8/18/55
INR
  2,288,850
   23,502,602
 
 
$   28,226,920
Kazakhstan — 3.3%
Kazakhstan Government Bonds: 
 
5.00%, 4/18/28
KZT
  4,356,602
$    7,819,915
5.50%, 9/20/28
KZT
     22,984
       40,114
5.50%, 4/24/32
KZT
  4,933,059
    6,981,981
7.22%, 12/10/28
KZT
  3,288,706
    5,862,132
7.68%, 8/13/29
KZT
  4,275,318
    7,513,780
7.90%, 12/20/38
KZT
    965,228
    1,333,932
8.44%, 5/10/31
KZT
  1,808,788
    3,051,089
8.66%, 4/4/33
KZT
  2,945,627
    4,782,140
10.55%, 7/28/29
KZT
  1,514,496
    2,880,975
10.69%, 8/23/33
KZT
    979,231
    1,744,180
11.05%, 1/28/37
KZT
    143,864
      254,825
14.00%, 5/12/31
KZT
  3,879,974
    7,921,733
14.00%, 5/19/32
KZT
     34,476
       71,476
14.00%, 2/13/35
KZT
  7,248,348
   15,224,396
14.10%, 5/22/38
KZT
 12,965,773
   27,483,232
8

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
 
 
Security
Principal
Amount
(000's omitted)
Value
Kazakhstan (continued)
Kazakhstan Government Bonds: (continued)
 
14.45%, 6/5/33
KZT
  1,550,694
$    3,347,988
14.50%, 3/6/34
KZT
    657,741
    1,396,504
14.60%, 3/6/32
KZT
     87,910
      185,318
14.94%, 6/18/31
KZT
  2,413,069
    5,208,112
15.10%, 3/12/34
KZT
  6,447,597
   14,266,044
15.18%, 2/5/32
KZT
  5,886,712
   12,821,587
16.95%, 10/9/30
KZT
  3,524,867
    8,006,652
 
 
$  138,198,105
Kenya — 0.3%
Republic of Kenya Government International
Bonds: 
 
7.875%, 10/9/33(6)
USD
      1,373
$    1,347,665
8.25%, 2/28/48(6)
USD
      1,463
    1,366,048
8.70%, 2/26/39(6)
USD
      5,124
    4,937,814
8.80%, 10/9/38(6)
USD
      2,777
    2,709,976
9.50%, 3/5/36(6)
USD
        357
      368,787
 
 
$   10,730,290
Lebanon — 0.9%
Lebanon Government International Bonds: 
 
5.80%, 4/14/20(6)(9)
USD
     14,186
$    3,801,671
6.00%, 1/27/23(6)(9)
USD
      4,900
    1,313,923
6.10%, 10/4/22(6)(9)
USD
     14,910
    3,996,215
6.15%, 6/19/20(6)(9)
USD
      2,969
      796,880
6.20%, 2/26/25(6)(9)
USD
      2,746
      736,168
6.25%, 5/27/22(6)(9)
USD
      4,140
    1,116,506
6.25%, 11/4/24(6)(9)
USD
      2,433
      651,560
6.25%, 6/12/25(6)(9)
USD
      3,002
      809,940
6.375%, 3/9/20(6)(9)
USD
        330
       88,558
6.40%, 5/26/23(6)(9)
USD
     15,473
    4,163,591
6.60%, 11/27/26(6)(9)
USD
      3,602
      980,224
6.65%, 4/22/24(6)(9)
USD
     13,799
    3,704,514
6.65%, 11/3/28(6)(9)
USD
      3,109
      856,617
6.65%, 2/26/30(6)(9)
USD
      3,078
      849,244
6.75%, 11/29/27(6)(9)
USD
      5,741
    1,578,316
6.85%, 3/23/27(6)(9)
USD
      3,280
      902,692
6.85%, 5/25/29(6)(9)
USD
     13,016
    3,588,578
7.00%, 12/3/24(6)(9)
USD
      1,795
      485,368
7.00%, 3/20/28(6)(9)
USD
      5,080
    1,398,009
7.00%, 4/22/31(6)(9)
USD
     10,295
    2,847,181
7.00%, 3/23/32(6)(9)
USD
      1,983
      550,642
7.05%, 11/2/35(6)(9)
USD
      1,253
      355,827
7.25%, 3/23/37(6)(9)
USD
      4,254
    1,207,614
 
 
Security
Principal
Amount
(000's omitted)
Value
Lebanon (continued)
Lebanon Government International Bonds: 
(continued)
 
8.20%, 5/17/33(6)(9)
USD
      1,832
$      523,511
8.25%, 4/12/21(6)(9)
USD
        520
      149,340
 
 
$   37,452,689
Mongolia — 0.1%
Mongolia Government International Bonds: 
 
5.95%, 3/9/32(4)
USD
        200
$      198,696
6.625%, 2/25/30(4)
USD
        600
      615,067
6.625%, 2/25/30(6)
USD
      4,200
    4,305,472
7.875%, 6/5/29(6)
USD
        400
      422,755
 
 
$    5,541,990
Montenegro — 0.3%
Montenegro Government International Bonds,
4.875%, 4/1/32(6)
EUR
     11,663
$   13,525,332
 
 
$   13,525,332
Mozambique — 0.1%
Mozambique International Bonds, 9.00%,
9/15/31(6)
USD
      5,246
$    4,767,749
 
 
$    4,767,749
New Zealand — 2.4%
New Zealand Government Bonds: 
 
2.75%, 4/15/37(6)
NZD
     17,910
$    8,782,101
4.25%, 5/15/34
NZD
     26,957
   15,630,742
4.25%, 5/15/36
NZD
     37,000
   21,068,903
4.50%, 5/15/35
NZD
     41,020
   24,006,569
5.00%, 5/15/54
NZD
      1,360
      769,397
New Zealand Government Bonds Inflation-Linked: 
 
2.50%, 9/20/40(6)(22)
NZD
     23,759
   13,304,383
3.25%, 9/20/50(22)
NZD
     28,023
   16,629,112
 
 
$  100,191,207
Peru — 1.2%
Peru Government Bonds: 
 
6.90%, 8/12/37
PEN
     62,081
$   18,719,915
7.60%, 8/12/39(6)
PEN
    105,114
   33,182,768
 
 
$   51,902,683
9

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
 
 
Security
Principal
Amount
(000's omitted)
Value
Philippines — 0.4%
Philippines Government Bonds, 6.25%, 1/14/36
PHP
  1,024,000
$   15,304,199
 
 
$   15,304,199
Poland — 1.7%
Republic of Poland Government Bonds, 2.00%,
8/25/36(22)
PLN
    286,462
$   69,151,285
 
 
$   69,151,285
Serbia — 0.2%
Serbia Treasury Bonds: 
 
4.50%, 8/20/32
RSD
    211,870
$    1,988,314
7.00%, 10/26/31
RSD
    624,960
    6,610,085
 
 
$    8,598,399
Sri Lanka — 0.7%
Sri Lanka Government Bonds: 
 
8.75%, 3/15/36(1)
LKR
     75,128
$      178,079
8.75%, 9/15/37(1)
LKR
     75,128
      175,305
8.75%, 9/15/38(1)
LKR
     75,128
      173,719
8.75%, 9/15/39(1)
LKR
     75,128
      172,313
8.75%, 9/15/40(1)
LKR
     75,128
      171,069
8.75%, 9/15/41(1)
LKR
     75,128
      169,967
8.75%, 9/15/42(1)
LKR
     75,128
      168,992
8.75%, 9/15/43(1)
LKR
     75,128
      168,127
9.00%, 10/1/32
LKR
    249,000
      651,597
9.00%, 6/1/33
LKR
     40,000
      103,041
9.00%, 11/1/33
LKR
  2,231,000
    5,694,535
9.75%, 7/1/30
LKR
  1,668,000
    4,713,798
10.25%, 9/15/34
LKR
    836,000
    2,256,433
10.35%, 10/15/29
LKR
    184,000
      537,633
11.00%, 10/15/28
LKR
    414,000
    1,240,923
11.00%, 9/15/29
LKR
    571,000
    1,700,595
11.00%, 12/15/29
LKR
  1,043,000
    3,100,107
11.00%, 5/15/30
LKR
     94,000
      277,282
11.00%, 10/15/30
LKR
    329,000
      963,623
11.25%, 3/15/31
LKR
     77,000
      226,130
11.50%, 12/15/32
LKR
    374,000
    1,094,064
11.75%, 6/15/29
LKR
     85,000
      258,248
Sri Lanka Government International Bonds, 1.50%
to 12/15/26, 6/15/38(4)(21)
USD
      4,348
    2,949,845
 
 
$   27,145,425
Suriname — 1.0%
Suriname Government International Bonds: 
 
7.70%, 11/6/30(4)
USD
      5,364
$    5,511,510
 
 
Security
Principal
Amount
(000's omitted)
Value
Suriname (continued)
Suriname Government International Bonds: 
(continued)
 
7.70%, 11/6/30(6)
USD
      5,487
$    5,637,892
8.50%, 11/6/35(4)
USD
     20,325
   21,849,375
8.50%, 11/6/35(6)
USD
      8,303
    8,925,725
 
 
$   41,924,502
Uzbekistan — 1.8%
National Bank of Uzbekistan, 19.875%, 7/5/27(6)
UZS
 90,660,000
$    8,023,634
Republic of Uzbekistan Bonds: 
 
12.25%, 4/13/29(6)
UZS
598,440,000
   51,140,572
15.50%, 2/25/28(6)
UZS
 78,000,000
    6,955,688
16.25%, 10/12/26(6)
UZS
112,430,000
    9,548,886
16.625%, 5/29/27(6)
UZS
 12,500,000
    1,098,928
 
 
$   76,767,708
Venezuela — 0.7%
Venezuela Government International Bonds: 
 
6.00%, 12/9/20(6)(9)
USD
      3,536
$    1,507,066
7.00%, 12/1/18(6)(9)
USD
      4,066
    1,778,875
7.00%, 3/31/38(6)(9)
USD
        426
      186,801
7.65%, 4/21/25(6)(9)
USD
      4,430
    2,006,834
7.75%, 10/13/19(6)(9)
USD
      8,756
    4,051,709
8.25%, 10/13/24(6)(9)
USD
      7,662
    3,566,505
9.00%, 5/7/23(6)(9)
USD
      6,435
    3,121,169
9.25%, 9/15/27(9)
USD
      5,921
    2,950,553
9.25%, 5/7/28(6)(9)
USD
      1,030
      503,168
9.375%, 1/13/34(9)
USD
      1,638
      805,093
11.75%, 10/21/26(6)(9)
USD
      3,267
    1,797,070
11.95%, 8/5/31(6)(9)
USD
      5,653
    3,106,104
12.75%, 8/23/22(6)(9)
USD
      7,853
    4,390,017
13.625%, 8/15/18(9)
USD
        711
      422,114
13.625%, 8/15/18(6)(9)
USD
        935
      555,100
 
 
$   30,748,178
Zambia — 0.9%
Zambia Government Bonds: 
 
13.00%, 9/20/31(6)
ZMW
      4,455
$      222,294
13.00%, 6/26/33
ZMW
     12,254
      587,169
14.00%, 7/24/38
ZMW
      4,548
      209,935
14.50%, 2/16/28
ZMW
     24,421
    1,327,168
14.90%, 2/16/29
ZMW
     45,500
    2,459,904
14.98%, 2/16/31
ZMW
      2,000
      106,924
16.00%, 10/27/28
ZMW
     14,104
      777,038
16.00%, 11/24/28
ZMW
      8,815
      485,711
10

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
 
 
Security
Principal
Amount
(000's omitted)
Value
Zambia (continued)
Zambia Government Bonds: (continued)
 
16.49%, 11/24/30
ZMW
     20,274
$    1,134,823
16.60%, 2/16/36
ZMW
      9,514
      512,729
16.85%, 1/26/33
ZMW
     25,612
    1,413,574
16.95%, 12/22/32
ZMW
     17,975
    1,003,454
17.00%, 11/24/32
ZMW
     23,801
    1,318,233
17.19%, 1/26/36
ZMW
     48,349
    2,656,801
17.50%, 11/24/35
ZMW
     19,393
    1,076,892
17.50%, 12/22/35
ZMW
     19,824
    1,101,251
17.59%, 2/16/41
ZMW
    280,667
   15,135,300
18.49%, 5/27/32
ZMW
      4,455
      266,369
18.79%, 1/26/41
ZMW
     10,081
      571,108
18.99%, 10/27/40
ZMW
     17,392
      994,274
18.99%, 11/24/40
ZMW
     26,445
    1,510,599
19.00%, 6/23/35
ZMW
      8,815
      509,530
19.00%, 8/18/35
ZMW
      8,815
      514,420
19.00%, 9/29/35
ZMW
      3,085
      179,751
22.50%, 11/25/34
ZMW
      7,934
      548,956
22.80%, 2/17/40
ZMW
        732
       48,176
26.50%, 4/30/39
ZMW
      1,891
      150,799
 
 
$   36,823,182
Total Sovereign Government Bonds
(identified cost $1,284,675,497)
 
$1,365,573,089
 
Sovereign Loans — 1.6%
 
 
 
Borrower/Description
Principal
Amount
(000's omitted)
Value
Argentina — 0.8%
Argentine Republic, 10.038%, (6 mo. USD Term
SOFR + 6.20%), 1/7/31(3)
USD
     33,100
$   33,100,000
Provincia De Neuquen, 11.043%, (1 mo. USD Term
SOFR + 7.30%), 5/28/27(3)
USD
        437
      440,998
 
 
$   33,540,998
Bahamas — 0.1%
Commonwealth of the Bahamas, 9.445%, (6 mo.
EURIBOR + 6.85%), 11/24/28(3)
EUR
      5,006
$    5,909,775
 
 
$    5,909,775
 
 
Borrower/Description
Principal
Amount
(000's omitted)
Value
Ivory Coast — 0.0%†
Republic of Ivory Coast, Term Loan, 8.304%,
(6 mo. EURIBOR + 5.75%), 1/6/28(3)
EUR
        800
$      921,943
 
 
$      921,943
Tanzania — 0.7%
Government of the United Republic of Tanzania,
Term Loan, 10.409%, (6 mo. USD Term SOFR
+ 6.30%), 4/28/31(3)
USD
     27,186
$   27,186,441
 
 
$   27,186,441
Total Sovereign Loans
(identified cost $67,131,029)
 
$   67,559,157
 
U.S. Government Agency Mortgage-Backed Securities — 0.1%
 
 
 
Security
Principal
Amount
(000's omitted)
Value
Federal Home Loan Mortgage Corp.: 
 
4.228%, (COF + 1.254%), with maturity at
2029(24)
$
          2
$        1,983
4.23%, (COF + 1.254%), with maturity at
2035(24)
 
         40
       39,150
4.50%, with maturity at 2035
 
         50
       48,501
4.637%, (COF + 1.25%), with maturity at
2030(24)
 
         31
       30,507
6.144%, (1 yr. CMT + 2.356%), with maturity
at 2036(24)
 
        208
      214,162
6.60%, with maturity at 2030
 
        127
      129,502
7.00%, with various maturities to 2035
 
        176
      178,100
7.50%, with various maturities to 2035
 
        388
      403,231
8.00%, with various maturities to 2030
 
         24
       25,226
Federal National Mortgage Association: 
 
3.988%, (COF + 1.254%), with various
maturities to 2035(24)
 
         74
       72,831
4.028%, (COF + 1.302%), with maturity at
2033(24)
 
        215
      212,513
4.084%, (COF + 1.35%), with maturity at
2027(24)
 
          3
        3,094
4.985%, (COF + 1.793%), with maturity at
2035(24)
 
        378
      375,367
5.65%, (1 yr. CMT + 2.15%), with maturity at
2028(24)
 
          2
        1,814
6.00%, with maturity at 2033
 
         23
       23,107
6.351%, (COF + 2.004%), with maturity at
2032(24)
 
         70
       71,601
6.50%, with maturity at 2030
 
        128
      128,966
7.00%, with various maturities to 2031
 
        141
      142,873
8.50%, with various maturities to 2037
 
        266
      276,315
11

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
 
 
Security
Principal
Amount
(000's omitted)
Value
Federal National Mortgage Association: 
(continued)
 
9.00%, with maturity at 2032
$
          3
$        2,835
11.50%, with maturity at 2031
 
         32
       34,437
Government National Mortgage Association: 
 
6.50%, with maturity at 2032
 
         64
       65,941
7.00%, with maturity at 2031
 
         75
       77,277
7.50%, with maturity at 2028
 
          1
        1,448
Total U.S. Government Agency Mortgage-Backed Securities
(identified cost $2,731,073)
 
$    2,560,781
 
U.S. Government Guaranteed Small Business Administration Loans —
0.1%
 
 
 
Security
Principal
Amount
(000's omitted)
Value
SBA IO Trust:

Interest Only:(25)(26)
Series 2018-2, Class A, 3.776%, 7/25/44(4)
$
     43,714
$    2,239,646
Total U.S. Government Guaranteed Small Business
Administration Loans
(identified cost $13,345,587)
 
$    2,239,646
 
Short-Term Investments — 50.1%
 
Affiliated Fund — 2.1%
 
Security
Shares
Value
Morgan Stanley Institutional Liquidity Funds -
Government Portfolio, Institutional Class, 3.59%(27)
 
 86,474,475
$   86,474,475
Total Affiliated Fund
(identified cost $86,474,475)
 
$   86,474,475
 
Repurchase Agreements — 7.0%
 
 
 
Description
Principal
Amount
(000's omitted)
Value
Barclays Bank PLC: 
 
Dated 7/31/26 with an interest rate of 3.40%,
collateralized by
USD 10,712,000 Kazakhstan Government
International Bonds, 5.442%, due
2/14/37 and a market value, including
accrued interest, of $10,944,931(28)
USD
     11,502
$   11,502,010
Dated 7/30/26 with an interest rate of 3.40%,
collateralized by USD 10,712,000 Uruguay
Government International Bonds, 5.442%,
due 2/14/37 and a market value, including
accrued interest, of $10,944,931(28)
USD
     11,556
   11,555,570
 
 
Description
Principal
Amount
(000's omitted)
Value
Barclays Bank PLC: (continued)
 
Dated 7/2/26 with an interest rate of 3.30%,
collateralized by USD 5,466,000 Ecuador
Government International Bonds, 6.90%, due
7/31/35 and a market value, including
accrued interest, of $4,928,647(28)
USD
      5,439
$    5,438,670
Dated 6/24/26 with an interest rate of 3.30%,
collateralized by USD 5,270,000 Ecuador
Government International Bonds, 6.90%, due
7/31/35 and a market value, including
accrued interest, of $4,751,915(28)
USD
      5,244
    5,243,650
Dated 6/16/26 with an interest rate of 3.40%,
collateralized by USD 5,270,000 Ecuador
Government International Bonds, 6.90%, due
7/31/35 and a market value, including
accrued interest, of $4,751,915(28)
USD
      5,329
    5,329,287
Dated 6/15/26 with an interest rate of 3.00%,
collateralized by USD 3,200,000 Abu Dhabi
Government International Bonds, 5.50%, due
4/30/54 and a market value, including
accrued interest, of $3,024,718(28)
USD
      3,316
    3,316,000
Dated 6/15/26 with an interest rate of 3.00%,
collateralized by USD 1,067,000 Abu Dhabi
Government International Bonds, 3.00%, due
9/15/51 and a market value, including
accrued interest, of $663,520(28)
USD
        734
      733,563
Dated 4/15/26 with an interest rate of 3.25%,
collateralized by USD 2,319,000 Bahrain
Government International Bonds, 5.625%,
due 5/18/34 and a market value, including
accrued interest, of $2,062,479(28)
USD
      2,348
    2,347,987
Dated 4/15/26 with an interest rate of 3.00%,
collateralized by USD 4,163,000 Saudi
Government International Bonds, 5.00%, due
4/17/49 and a market value, including
accrued interest, of $3,535,123(28)
USD
      3,986
    3,986,072
Dated 4/15/26 with an interest rate of 3.00%,
collateralized by USD 2,498,000 Saudi
Government International Bonds, 3.45%, due
2/2/61 and a market value, including
accrued interest, of $1,522,912(28)
USD
      1,699
    1,698,640
Dated 1/12/26 with an interest rate of 3.25%,
collateralized by USD 1,274,000 Kazakhstan
Government International Bonds, 6.50%, due
7/21/45 and a market value, including
accrued interest, of $1,336,398(28)
USD
      1,502
    1,501,728
Dated 1/12/26 with an interest rate of 3.20%,
collateralized by USD 4,548,000 Kazakhstan
Government International Bonds, 4.875%,
due 10/14/44 and a market value, including
accrued interest, of $4,075,093(28)
USD
      4,389
    4,388,820
Dated 1/12/26 with an interest rate of 3.20%,
collateralized by USD 2,972,000 Republic of
Armenia International Bonds, 3.60%, due
2/2/31 and a market value, including
accrued interest, of $2,774,101(28)
USD
      2,887
    2,886,555
Dated 1/12/26 with an interest rate of 2.76%,
collateralized by USD 2,638,000 Bahrain
Government International Bonds, 7.50%, due
7/7/37 and a market value, including
accrued interest, of $2,579,615(28)
USD
      2,968
    2,967,750
12

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
 
 
Description
Principal
Amount
(000's omitted)
Value
JPMorgan Chase Bank, N.A.: 
 
Dated 7/24/26 with an interest rate of 3.15%,
collateralized by USD 5,204,000 Saudi
Government International Bonds, 5.00%, due
4/17/49 and a market value, including
accrued interest, of $4,419,116(28)
USD
      4,444
$    4,444,361
Dated 7/24/26 with an interest rate of 2.85%,
collateralized by USD 9,367,000 Saudi
Government International Bonds, 5.75%, due
1/16/54 and a market value, including
accrued interest, of $8,629,522(28)
USD
      8,612
    8,612,176
Merrill Lynch International: 
 
Dated 7/29/26 with an interest rate of 3.25%,
collateralized by USD 10,712,000 Uruguay
Government International Bonds, 5.442%,
due 2/14/37 and a market value, including
accrued interest, of $10,944,931(28)
USD
     11,048
   11,047,646
Dated 6/11/26 with an interest rate of 2.25%,
collateralized by USD 2,133,000 Abu Dhabi
Government International Bonds, 4.25%, due
3/5/36 and a market value, including
accrued interest, of $2,169,765(28)
USD
      2,066
    2,066,344
Dated 5/4/26 with an interest rate of 3.35%,
collateralized by USD 3,840,000 Abu Dhabi
Government International Bonds, 3.00%, due
9/15/51 and a market value, including
accrued interest, of $2,387,926(28)
USD
      2,482
    2,481,600
Dated 4/15/26 with an interest rate of 3.35%,
collateralized by USD 5,334,000 Abu Dhabi
Government International Bonds, 5.50%, due
4/30/54 and a market value, including
accrued interest, of $5,041,827(28)
USD
      5,401
    5,400,675
Dated 10/31/25 with an interest rate of 3.00%,
collateralized by USD 1,553,000 Kazakhstan
Government International Bonds, 6.50%, due
7/21/45 and a market value, including
accrued interest, of $1,629,063(28)
USD
      1,768
    1,768,479
Nomura International PLC: 
 
Dated 7/9/26 with an interest rate of 3.30%,
collateralized by USD 5,000,000 Ecuador
Government International Bonds, 6.90%, due
7/31/35 and a market value, including
accrued interest, of $4,508,458(28)
USD
      4,961
    4,961,250
Dated 7/30/26 with an interest rate of 3.25%,
collateralized by USD 10,000,000 Indonesia
Government International Bonds, 4.90%, due
4/16/36 and a market value, including
accrued interest, of $9,569,622(28)
USD
     10,002
   10,002,341
Dated 7/21/26 with an interest rate of 3.25%,
collateralized by USD 3,300,000 Indonesia
Government International Bonds, 5.125%,
due 1/15/45 and a market value, including
accrued interest, of $2,264,303(28)
USD
      3,121
    3,120,671
Dated 7/21/26 with an interest rate of 3.25%,
collateralized by USD 2,800,000 Indonesia
Government International Bonds, 3.70%, due
10/30/49 and a market value, including
accrued interest, of $1,941,037(28)
USD
      2,076
    2,075,810
 
 
Description
Principal
Amount
(000's omitted)
Value
Nomura International PLC: (continued)
 
Dated 7/15/26 with an interest rate of 3.25%,
collateralized by USD 5,400,000 Indonesia
Government International Bonds, 4.35%, due
1/11/48 and a market value, including
accrued interest, of $4,177,896(28)
USD
      4,511
$    4,511,416
Dated 7/15/26 with an interest rate of 3.25%,
collateralized by USD 5,200,000 Indonesia
Government International Bonds, 3.05%, due
3/12/51 and a market value, including
accrued interest, of $3,175,106(28)
USD
      3,412
    3,412,367
Dated 6/30/26 with an interest rate of 2.50%,
collateralized by USD 5,800,000 Indonesia
Government International Bonds, 5.45%, due
9/20/52 and a market value, including
accrued interest, of $5,340,947(28)
USD
      5,894
    5,893,895
Dated 6/29/26 with an interest rate of 3.30%,
collateralized by USD 5,000,000 Ecuador
Government International Bonds, 6.90%, due
7/31/35 and a market value, including
accrued interest, of $4,508,458(28)
USD
      4,959
    4,958,625
Dated 6/25/26 with an interest rate of 3.30%,
collateralized by USD 5,000,000 Ecuador
Government International Bonds, 6.90%, due
7/31/35 and a market value, including
accrued interest, of $4,508,458(28)
USD
      4,956
    4,956,000
Dated 6/16/26 with an interest rate of 3.30%,
collateralized by USD 5,270,000 Ecuador
Government International Bonds, 6.90%, due
7/31/35 and a market value, including
accrued interest, of $4,751,915(28)
USD
      5,326
    5,325,994
Dated 6/15/26 with an interest rate of 3.20%,
collateralized by USD 622,000 Egypt
Government International Bonds, 8.875%,
due 5/29/50 and a market value, including
accrued interest, of $631,507(28)
USD
        657
      657,182
Dated 6/15/26 with an interest rate of 3.20%,
collateralized by USD 4,270,000 Saudi
Government International Bonds, 5.25%, due
1/16/50 and a market value, including
accrued interest, of $3,704,505(28)
USD
      4,231
    4,231,303
Dated 6/15/26 with an interest rate of 3.20%,
collateralized by USD 1,120,000 Qatar
Government International Bonds, 5.103%,
due 4/23/48 and a market value, including
accrued interest, of $1,135,558(28)
USD
      1,138
    1,137,780
Dated 5/27/26 with an interest rate of 2.65%,
collateralized by USD 7,227,000 Egypt
Government International Bonds, 7.30%, due
9/30/33 and a market value, including
accrued interest, of $7,404,322(28)
USD
      7,619
    7,618,703
Dated 5/19/26 with an interest rate of 3.20%,
collateralized by USD 1,561,000 Egypt
Government International Bonds, 7.50%, due
2/16/61 and a market value, including
accrued interest, of $1,614,659(28)
USD
      1,344
    1,344,021
Dated 4/2/26 with an interest rate of 3.20%,
collateralized by USD 2,082,000 Saudi
Government International Bonds, 4.875%,
due 7/18/33 and a market value, including
accrued interest, of $2,039,572(28)
USD
      2,188
    2,188,285
13

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
 
 
Description
Principal
Amount
(000's omitted)
Value
Nomura International PLC: (continued)
 
Dated 4/2/26 with an interest rate of 2.80%,
collateralized by USD 5,333,000 UAE
International Government Bonds, 4.857%,
due 7/2/34 and a market value, including
accrued interest, of $5,298,105(28)
USD
      5,717
$    5,717,243
Dated 4/15/26 with an interest rate of 3.20%,
collateralized by USD 1,628,000 Qatar
Government International Bonds, 4.817%,
due 3/14/49 and a market value, including
accrued interest, of $1,657,843(28)
USD
      1,573
    1,572,648
Dated 4/15/26 with an interest rate of 3.20%,
collateralized by USD 1,011,000 Egypt
Government International Bonds, 8.75%, due
9/30/51 and a market value, including
accrued interest, of $1,040,733(28)
USD
      1,017
    1,017,496
Dated 3/5/26 with an interest rate of 3.05%,
collateralized by USD 5,495,000 Global
Sukuk Ventures, 4.25%, due 11/10/35 and a
market value, including accrued interest, of
$5,285,896(28)
USD
      5,806
    5,805,811
Dated 3/30/26 with an interest rate of 3.20%,
collateralized by USD 2,091,000 Egypt
Government International Bonds, 7.625%,
due 5/29/32 and a market value, including
accrued interest, of $524,071(28)
USD
      2,158
    2,158,445
Dated 3/30/26 with an interest rate of 3.20%,
collateralized by USD 10,409,000 Saudi
Government International Bonds, 4.875%,
due 1/12/36 and a market value, including
accrued interest, of $10,007,219(28)
USD
     10,741
   10,741,463
Dated 3/26/26 with an interest rate of 3.20%,
collateralized by USD 600,000 Hungary
Government International Bonds, 7.625%,
due 3/29/41 and a market value, including
accrued interest, of $707,356(28)
USD
        739
      739,494
Dated 3/26/26 with an interest rate of 3.20%,
collateralized by USD 3,075,000 Hungary
Government International Bonds, 5.50%, due
6/16/34 and a market value, including
accrued interest, of $3,094,493(28)
USD
      3,244
    3,243,602
Dated 3/26/26 with an interest rate of 3.20%,
collateralized by EUR 443,000 Hungary
Government International Bonds, 1.50%, due
11/17/50 and a market value, including
accrued interest, of $265,022(28)
USD
        271
      271,132
Dated 2/5/26 with an interest rate of 3.25%,
collateralized by USD 9,546,000 Indonesia
Government International Bonds, 4.65%, due
9/20/32 and a market value, including
accrued interest, of $9,414,978(28)
USD
     10,236
   10,235,794
Dated 2/5/26 with a maturity date of 8/3/26, an
interest rate of 3.25% and repurchase
proceeds $10,653,793, collateralized by
USD 10,000,000 Indonesia Government
International Bonds, 4.90%, due
4/16/36 and a market value, including
accrued interest, of $9,569,622
USD
     10,485
   10,485,300
Dated 2/26/26 with an interest rate of 3.20%,
collateralized by USD 3,236,000 Egypt
Government International Bonds, 7.625%,
due 5/29/32 and a market value, including
accrued interest, of $811,045(28)
USD
      3,582
    3,581,621
 
 
Description
Principal
Amount
(000's omitted)
Value
Nomura International PLC: (continued)
 
Dated 2/25/26 with an interest rate of 3.20%,
collateralized by USD 4,115,000 Hungary
Government International Bonds, 5.50%, due
3/26/36 and a market value, including
accrued interest, of $4,125,498(28)
USD
      4,487
$    4,487,099
Dated 2/24/26 with an interest rate of 3.20%,
collateralized by USD 4,107,000 Hungary
Government International Bonds, 5.50%, due
3/26/36 and a market value, including
accrued interest, of $4,117,478(28)
USD
      4,468
    4,467,596
Dated 2/24/26 with an interest rate of 3.20%,
collateralized by EUR 1,086,000 Hungary
Government International Bonds, 1.50%, due
11/17/50 and a market value, including
accrued interest, of $649,693(28)
USD
        706
      706,250
Dated 2/23/26 with an interest rate of 3.25%,
collateralized by USD 8,600,000 Indonesia
Government International Bonds, 3.85%, due
10/15/30 and a market value, including
accrued interest, of $8,320,366(28)
USD
      9,012
    9,012,083
Dated 2/19/26 with an interest rate of 3.20%,
collateralized by USD 2,053,000 Hungary
Government International Bonds, 5.50%, due
3/26/36 and a market value, including
accrued interest, of $2,058,238(28)
USD
      2,232
    2,232,176
Dated 2/19/26 with an interest rate of 3.20%,
collateralized by EUR 5,100,000 Hungary
Government International Bonds, 4.50%, due
6/16/34 and a market value, including
accrued interest, of $6,043,868(28)
USD
      6,677
    6,677,032
Dated 12/11/25 with an interest rate of 3.20%,
collateralized by USD 555,000 Kazakhstan
Government International Bonds, 6.50%, due
7/21/45 and a market value, including
accrued interest, of $582,183(28)
USD
        661
      660,547
Dated 12/11/25 with an interest rate of 1.65%,
collateralized by EUR 1,956,000 Republic of
Poland Government International Bonds,
1.00%, due 3/7/29 and a market value,
including accrued interest, of $2,159,757(28)
USD
      2,206
    2,205,758
Dated 1/5/26 with an interest rate of 3.15%,
collateralized by USD 5,883,000 Republic of
Azerbaijan International Bonds, 3.50%, due
9/1/32 and a market value, including
accrued interest, of $5,533,833(28)
USD
      5,881
    5,880,647
Dated 1/27/26 with an interest rate of 3.25%,
collateralized by USD 8,900,000 Indonesia
Government International Bonds, 4.30%, due
3/31/52 and a market value, including
accrued interest, of $6,773,401(28)
USD
      7,770
    7,770,367
Dated 1/27/26 with an interest rate of 3.25%,
collateralized by USD 6,500,000 Indonesia
Government International Bonds, 4.20%, due
10/15/50 and a market value, including
accrued interest, of $4,898,521(28)
USD
      5,600
    5,599,912
Dated 1/13/26 with an interest rate of 3.25%,
collateralized by USD 9,200,000 Indonesia
Government International Bonds, 4.20%, due
10/15/50 and a market value, including
accrued interest, of $6,933,291(28)
USD
      7,921
    7,921,200
14

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
 
 
Description
Principal
Amount
(000's omitted)
Value
Nomura International PLC: (continued)
 
Dated 1/13/26 with an interest rate of 3.25%,
collateralized by USD 13,290,000 Indonesia
Government International Bonds, 5.65%, due
1/11/53 and a market value, including
accrued interest, of $12,338,062(28)
USD
     13,968
$   13,968,454
Total Repurchase Agreements
(identified cost $292,272,396)
 
$  292,272,396
 
Sovereign Government Securities — 12.6%
 
 
 
Security
Principal
Amount
(000's omitted)
Value
Albania — 0.1%
Albanian Treasury Bills, 0.00%, 1/28/27
ALL
    267,980
$    3,254,695
 
 
$    3,254,695
Egypt — 3.7%
Egypt Treasury Bills: 
 
0.00%, 9/15/26
EGP
  2,049,750
$   39,172,601
0.00%, 9/22/26
EGP
     78,300
    1,489,419
0.00%, 10/20/26
EGP
    104,400
    1,949,539
0.00%, 1/19/27
EGP
    208,800
    3,674,094
0.00%, 3/16/27
EGP
  6,326,450
  107,439,273
0.00%, 4/20/27
EGP
    156,600
    2,602,894
 
 
$  156,327,820
Hungary — 4.8%
National Bank of Hungary Bills, 0.00%, 8/6/26
HUF
 63,908,000
$  201,935,107
 
 
$  201,935,107
Nigeria — 4.0%
Nigeria OMO Bills: 
 
0.00%, 8/4/26
NGN
  3,424,706
$    2,508,722
0.00%, 8/11/26
NGN
 30,354,528
   22,254,235
0.00%, 8/18/26
NGN
  4,757,113
    3,473,377
0.00%, 8/25/26
NGN
  9,981,080
    7,258,221
0.00%, 9/1/26
NGN
  3,073,731
    2,226,323
0.00%, 9/8/26
NGN
 23,212,369
   16,747,192
0.00%, 9/15/26
NGN
  7,788,689
    5,597,754
0.00%, 9/22/26
NGN
  4,011,186
    2,871,941
0.00%, 9/29/26
NGN
  7,560,980
    5,410,610
0.00%, 10/6/26
NGN
 32,486,995
   23,088,582
0.00%, 10/13/26
NGN
  3,634,336
    2,573,617
0.00%, 10/20/26
NGN
  1,797,119
    1,268,096
 
 
Security
Principal
Amount
(000's omitted)
Value
Nigeria (continued)
Nigeria OMO Bills: (continued)
 
0.00%, 10/27/26
NGN
 21,321,096
$   14,992,235
0.00%, 11/3/26
NGN
  7,808,536
    5,471,367
0.00%, 11/10/26
NGN
 30,899,022
   21,572,806
0.00%, 1/12/27
NGN
 28,555,407
   19,323,790
0.00%, 1/19/27
NGN
 14,641,344
    9,874,942
 
 
$  166,513,810
Total Sovereign Government Securities
(identified cost $527,652,228)
 
$  528,031,432
 
U.S. Treasury Obligations — 28.4%
 
 
 
Security
Principal
Amount
(000's omitted)
Value
U.S. Treasury Bills: 
 
0.00%, 8/6/26
$
    109,172
$  109,139,094
0.00%, 8/13/26(29)
 
    105,500
  105,394,500
0.00%, 9/3/26(29)
 
    106,139
  105,807,063
0.00%, 9/10/26(29)
 
    120,503
  120,042,107
0.00%, 9/17/26
 
     96,000
   95,561,988
0.00%, 9/24/26(29)
 
    104,000
  103,445,395
0.00%, 10/8/26(29)
 
    147,440
  146,447,749
0.00%, 10/15/26(29)
 
    132,560
  131,571,561
0.00%, 10/29/26(29)
 
    196,100
  194,359,949
0.00%, 11/5/26(29)
 
     75,600
   74,869,739
Total U.S. Treasury Obligations
(identified cost $1,180,242,742)
 
$1,186,639,145
Total Short-Term Investments
(identified cost $2,086,641,841)
 
$2,093,417,448
 
 
 
 
Total Purchased Options and Swaptions — 0.2%
(identified cost $13,136,458)
 
$    9,065,760
Total Investments — 99.7%
(identified cost $4,038,634,554)
 
$4,164,921,420
Less Unfunded Loan Commitments — (0.7)%
 
$  (27,180,640)
Net Investments — 99.0%
(identified cost $4,011,453,914)
 
$4,137,740,780
Total Written Options — (0.0)%†
(premiums received $1,764,587)
 
$   (1,623,930)
 
15

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Securities Sold Short — (7.0)%
Exchange-Traded Funds — (2.0)%
 
Security
Shares
Value
United States — (2.0)%
iShares Broad USD High Yield Corporate Bond ETF
 
   (802,332)
$  (29,509,771)
iShares JPMorgan USD Emerging Markets Bond ETF
 
   (595,063)
  (56,328,663)
Total Exchange-Traded Funds
(proceeds $84,127,132)
 
$  (85,838,434)
 
Sovereign Government Bonds — (5.0)%
 
 
 
Security
Principal
 Amount
(000's omitted)
 Value
Armenia — (0.1)%
Republic of Armenia International Bonds, 3.60%,
2/2/31(6)
USD
     (2,972)
$   (2,720,903)
 
 
$   (2,720,903)
Azerbaijan — (0.1)%
Republic of Azerbaijan International Bonds, 3.50%,
9/1/32(6)
USD
     (5,883)
$   (5,448,039)
 
 
$   (5,448,039)
Bahrain — (0.1)%
Bahrain Government International Bonds: 
 
5.625%, 5/18/34(6)
USD
     (2,319)
$   (2,036,028)
7.50%, 7/7/37(6)
USD
     (2,638)
   (2,566,425)
 
 
$   (4,602,453)
Ecuador — (0.1)%
Ecuador Government International Bonds, 6.90%,
7/31/35(6)
USD
     (4,143)
$   (3,735,303)
 
 
$   (3,735,303)
Hungary — (0.5)%
Hungary Government International Bonds: 
 
1.50%, 11/17/50(6)
EUR
     (1,529)
$     (896,093)
4.50%, 6/16/34(6)
EUR
     (5,100)
   (6,010,515)
5.50%, 6/16/34(6)
USD
     (3,075)
   (3,073,353)
5.50%, 3/26/36(6)
USD
    (10,275)
  (10,104,990)
7.625%, 3/29/41
USD
       (600)
     (691,852)
 
 
$  (20,776,803)
 
 
Security
Principal
 Amount
(000's omitted)
 Value
Indonesia — (1.8)%
Indonesia Government International Bonds: 
 
3.05%, 3/12/51
USD
     (5,200)
$   (3,113,869)
3.70%, 10/30/49
USD
     (2,800)
   (1,914,849)
3.85%, 10/15/30
USD
     (8,600)
   (8,222,876)
4.20%, 10/15/50
USD
    (15,700)
  (11,637,655)
4.30%, 3/31/52
USD
     (8,900)
   (6,644,771)
4.35%, 1/11/48
USD
     (5,400)
   (4,164,846)
4.65%, 9/20/32
USD
     (9,546)
   (9,253,451)
4.90%, 4/16/36
USD
    (10,000)
   (9,426,705)
5.125%, 1/15/45(6)
USD
     (3,300)
   (2,913,089)
5.45%, 9/20/52
USD
     (5,800)
   (5,225,921)
5.65%, 1/11/53
USD
    (13,290)
  (12,296,347)
 
 
$  (74,814,379)
Kazakhstan — (0.2)%
Kazakhstan Government International Bonds: 
 
4.875%, 10/14/44(6)
USD
     (4,548)
$   (4,009,194)
6.50%, 7/21/45(6)
USD
     (3,382)
   (3,541,537)
 
 
$   (7,550,731)
Poland — (0.2)%
Republic of Poland Government International Bonds,
1.00%, 3/7/29(6)
EUR
     (7,156)
$   (7,868,208)
 
 
$   (7,868,208)
Qatar — (0.1)%
Global Sukuk Ventures, 4.25%, 11/10/35(6)
USD
     (5,495)
$   (5,233,350)
 
 
$   (5,233,350)
Saudi Arabia — (0.8)%
Saudi Government International Bonds: 
 
3.45%, 2/2/61(6)
USD
     (2,498)
$   (1,480,061)
4.875%, 7/18/33(6)
USD
     (2,082)
   (2,035,907)
4.875%, 1/12/36(6)
USD
    (10,409)
   (9,980,437)
5.00%, 4/17/49(6)
USD
     (9,367)
   (7,818,938)
5.25%, 1/16/50(6)
USD
     (4,270)
   (3,695,165)
5.75%, 1/16/54(6)
USD
     (9,367)
   (8,607,080)
 
 
$  (33,617,588)
United Arab Emirates — (0.4)%
Abu Dhabi Government International Bonds: 
 
3.00%, 9/15/51(6)
USD
     (4,907)
$   (2,995,833)
5.50%, 4/30/54(6)
USD
     (8,534)
   (7,947,899)
16

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
 
 
Security
Principal
 Amount
(000's omitted)
 Value
United Arab Emirates (continued)
UAE International Government Bonds, 4.857%,
7/2/34(6)
USD
     (5,333)
$   (5,277,239)
 
 
$  (16,220,971)
Uruguay — (0.6)%
Uruguay Government Bonds, 5.442%, 2/14/37
USD
    (26,046)
$  (25,954,839)
 
 
$  (25,954,839)
Total Sovereign Government Bonds
(proceeds $214,960,251)
 
$ (208,543,567)
Total Securities Sold Short
(proceeds $299,087,383)
 
$ (294,382,001)
 
 
 
 
Other Assets, Less Liabilities — 8.0%
 
$  335,555,012
Net Assets — 100.0%
 
$4,177,289,861
 
The percentage shown for each investment category in the Consolidated
Portfolio of Investments is based on net assets.
†
Amount is less than 0.05% or (0.05)%, as applicable.
(1)
Weighted average fixed-rate coupon that changes/updates monthly. Rate
shown is the rate at July 31, 2026.
(2)
Inverse floating-rate security whose coupon varies inversely with changes
in the interest rate index. The stated interest rate represents the coupon
rate in effect at July 31, 2026.
(3)
Variable rate security. The stated interest rate represents the rate in effect
at July 31, 2026.
(4)
Security exempt from registration under Rule 144A of the Securities Act
of 1933, as amended. These securities may be sold in certain
transactions in reliance on an exemption from registration (normally to
qualified institutional buyers). At July 31, 2026, the aggregate value of
these securities is $122,186,342 or 2.9% of the Portfolio's net assets.
(5)
Non-income producing security.
(6)
Security exempt from registration under Regulation S of the Securities
Act of 1933, as amended, which exempts from registration securities
offered and sold outside the United States. Security may not be offered
or sold in the United States except pursuant to an exemption from, or in
a transaction not subject to, the registration requirements of the
Securities Act of 1933, as amended. At July 31, 2026, the aggregate
value of these securities is $416,544,009 or 10.0% of the Portfolio's
net assets.
(7)
Securities are traded on separate exchanges for the same entity.
(8)
Security whose performance is linked to the price of an underlying
security issued by the United Republic of Tanzania. The investment is
subject to credit risk of the issuing financial institution (Absa Bank Ltd.)
in addition to the market risk of the underlying security.
(9)
Issuer is in default with respect to interest and/or principal payments or
has declared bankruptcy and is non-income producing. For a variable
rate security, interest rate has been adjusted to reflect non-accrual
status.
(10)
Represents a payment-in-kind security which may pay interest in
additional principal at the issuer’s discretion.
(11)
Perpetual security with no stated maturity date but may be subject to
calls by the issuer.
(12)
Security converts to variable rate after the indicated fixed-rate coupon
period.
(13)
Security is valued using significant unobservable inputs and is
categorized as Level 3 in the fair value hierarchy.
(14)
Security (or a portion thereof) has been pledged for the benefit of the
counterparty for reverse repurchase agreements.
(15)
Quantity held represents principal in USD.
(16)
Security is subject to risk of loss depending on the occurrence, frequency
and severity of the loss events that are covered by underlying reinsurance
contracts and that may occur during a specified risk period.
(17)
Restricted security.
(18)
Senior floating-rate loans (Senior Loans) often require prepayments from
excess cash flows or permit the borrowers to repay at their election. The
degree to which borrowers repay, whether as a contractual requirement
or at their election, cannot be predicted with accuracy. As a result, the
actual remaining maturity may be substantially less than the stated
maturities shown. However, Senior Loans will typically have an expected
average life of approximately two to four years. Senior Loans typically
have rates of interest which are redetermined periodically by reference to
a base lending rate, plus a spread. These base lending rates are
primarily the Secured Overnight Financing Rate (“SOFR”) and
secondarily, the prime rate offered by one or more major United States
banks (the “Prime Rate”). Base lending rates may be subject to a floor,
or minimum rate. Rates for SOFR are generally 1 or 3-month tenors and
may also be subject to a credit spread adjustment. Senior Loans are
generally subject to contractual restrictions that must be satisfied before
they can be bought or sold.
(19)
Unfunded or partially unfunded loan commitments. The stated interest
rate reflects the reference rate and spread for the funded portion, if any.
At July 31, 2026, the total value of unfunded loan commitments is
$27,180,634.
(20)
Fixed-rate loan.
(21)
Step coupon security. Interest rate represents the rate in effect at
July 31, 2026.
(22)
Inflation-linked security whose principal is adjusted for inflation based on
changes in a designated inflation index or inflation rate for the applicable
country. Interest is calculated based on the inflation-adjusted principal.
(23)
When-issued security.
(24)
Adjustable rate mortgage security whose interest rate generally adjusts
monthly based on a weighted average of interest rates on the underlying
mortgages. The coupon rate may not reflect the applicable index value
as interest rates on the underlying mortgages may adjust on various
dates and at various intervals and may be subject to lifetime ceilings and
lifetime floors and lookback periods. Rate shown is the coupon rate at
July 31, 2026.
(25)
Interest only security that entitles the holder to receive only a portion of
the interest payments on the underlying loans. Principal amount shown
is the notional amount of the underlying loans on which coupon interest
is calculated.
17

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
(26)
The stated interest rate represents the weighted average fixed interest
rate at July 31, 2026 of all interest only securities comprising the trust.
(27)
May be deemed to be an affiliated investment company. The rate shown
is the annualized seven-day yield as of July 31, 2026.
(28)
Open repurchase agreement with no specific maturity date. Either party
may terminate the agreement upon demand.
(29)
Security (or a portion thereof) has been pledged to cover collateral
requirements on open derivative contracts.
 
Purchased Currency Options (OTC) — 0.1% 
Description
Counterparty
Notional Amount
Exercise
Price
Expiration
Date
Value
Call USD vs. Put COP
HSBC Bank USA, N.A.
USD
19,320,000
COP
4,060.00
8/20/26
$135
Call USD vs. Put EUR
Barclays Bank PLC
EUR
70,472,000
EUR
1.10
1/25/27
197,067
Put USD vs. Call CLP
Bank of America, N.A.
USD
2,722,655
CLP
875.00
10/26/26
361,501
Put USD vs. Call CLP
Bank of America, N.A.
USD
25,091,000
CLP
886.00
1/27/27
322,896
Put USD vs. Call CNH
Bank of America, N.A.
USD
21,000,000
CNH
6.60
11/4/26
12,579
Put USD vs. Call CNH
Barclays Bank PLC
USD
19,000,000
CNH
6.60
11/4/26
11,381
Put USD vs. Call CNH
Barclays Bank PLC
USD
11,000,000
CNH
6.60
11/10/26
8,679
Put USD vs. Call CNH
Citibank, N.A.
USD
13,000,000
CNH
6.60
11/4/26
7,787
Put USD vs. Call CNH
Goldman Sachs International
USD
18,000,000
CNH
6.60
11/4/26
10,782
Put USD vs. Call CNH
Goldman Sachs International
USD
9,800,000
CNH
6.60
11/10/26
7,732
Put USD vs. Call CNH
JPMorgan Chase Bank, N.A.
USD
26,000,000
CNH
6.60
11/4/26
15,574
Put USD vs. Call INR
Bank of America, N.A.
USD
801,500
INR
92.00
10/1/26
20,210
Put USD vs. Call INR
Barclays Bank PLC
USD
15,000,000
INR
94.00
9/10/26
19,290
Put USD vs. Call INR
Barclays Bank PLC
USD
1,920,000
INR
92.00
9/30/26
47,307
Put USD vs. Call INR
BNP Paribas
USD
20,000,000
INR
94.00
9/10/26
25,720
Put USD vs. Call INR
Goldman Sachs International
USD
15,000,000
INR
94.00
9/10/26
19,290
Put USD vs. Call INR
Goldman Sachs International
USD
13,800,000
INR
95.00
10/16/26
67,620
Put USD vs. Call INR
JPMorgan Chase Bank, N.A.
USD
15,000,000
INR
95.00
10/16/26
73,500
Put USD vs. Call INR
JPMorgan Chase Bank, N.A.
USD
15,600,000
INR
85.50
1/25/29
15,538
Put USD vs. Call INR
JPMorgan Chase Bank, N.A.
USD
8,400,000
INR
85.50
1/25/29
8,366
Put USD vs. Call INR
JPMorgan Chase Bank, N.A.
USD
8,000,000
INR
85.50
1/30/29
8,056
Put USD vs. Call KRW
Bank of America, N.A.
USD
13,600,000
KRW
1,440.00
9/8/26
140,039
Put USD vs. Call KRW
Barclays Bank PLC
USD
10,000,000
KRW
1,420.00
9/17/26
91,790
Put USD vs. Call KRW
Barclays Bank PLC
USD
10,000,000
KRW
1,425.00
10/1/26
121,360
Put USD vs. Call KRW
Barclays Bank PLC
USD
5,785,000
KRW
1,450.00
12/18/26
170,704
Put USD vs. Call KRW
Citibank, N.A.
USD
9,000,000
KRW
1,440.00
9/10/26
93,618
Put USD vs. Call KRW
Citibank, N.A.
USD
10,000,000
KRW
1,420.00
9/22/26
97,150
Put USD vs. Call KRW
Goldman Sachs International
USD
9,000,000
KRW
1,420.00
9/21/26
85,734
Put USD vs. Call KRW
Goldman Sachs International
USD
14,200,000
KRW
1,440.00
1/20/27
144,712
Put USD vs. Call KRW
JPMorgan Chase Bank, N.A.
USD
9,000,000
KRW
1,440.00
9/8/26
92,673
Put USD vs. Call KRW
JPMorgan Chase Bank, N.A.
USD
10,000,000
KRW
1,420.00
9/28/26
103,070
Put USD vs. Call KRW
JPMorgan Chase Bank, N.A.
USD
20,800,000
KRW
1,440.00
1/20/27
211,973
Put USD vs. Call KRW
Standard Chartered Bank
USD
6,300,000
KRW
1,440.00
9/14/26
66,522
Total
 
$2,680,355
18

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
 
Purchased Call Futures Style Options (Exchange-Traded) — (0.0)%† 
Description
Number of
Contracts
Notional Amount
Exercise
Price
Expiration
Date
Value/Unrealized
Appreciation
(Depreciation)
Dutch TTF Natural Gas Futures 09/26
217
EUR
9,229,253
USD
85.00
 8/26/26
$(1,513,090)
ICE Brent Crude Oil Futures 12/26
851
USD
72,054,170
USD
100.00
10/27/26
   178,710
Total
 
 
$(1,334,380)
 
†
Amount is less than 0.05% or (0.05)%, as applicable.
 
Purchased Interest Rate Swaptions (OTC) — 0.1% 
Description
Counterparty
Notional Amount
Expiration
Date
Value
Option to enter into interest rate swap expiring
1/29/37 to pay 4.50% and receive SOFR
JPMorgan Chase Bank, N.A.
USD
 60,632,000
1/27/27
$799,130
Option to enter into interest rate swap expiring
6/11/32 to receive 3-month ZAR-JIBAR and pay
8.02%
JPMorgan Chase Bank, N.A.
ZAR
662,850,000
6/11/27
670,832
Option to enter into interest rate swap expiring
6/11/32 to receive 6-month PLN-WIBOR and
pay 4.88%
JPMorgan Chase Bank, N.A.
PLN
127,224,000
6/9/27
367,353
Option to enter into interest rate swap expiring
6/14/32 to receive 3-month ZAR-JIBAR and pay
7.86%
JPMorgan Chase Bank, N.A.
ZAR
462,992,000
6/14/27
553,687
Option to enter into interest rate swap expiring
6/15/32 to receive 6-month PLN-WIBOR and
pay 4.77%
Bank of America, N.A.
PLN
 47,339,000
6/11/27
160,259
Option to enter into interest rate swap expiring
6/23/32 to receive 6-month PLN-WIBOR and
pay 4.47%
JPMorgan Chase Bank, N.A.
PLN
 64,562,000
6/21/27
412,245
Option to enter into interest rate swap expiring
6/9/32 to receive 3-month ZAR-JIBAR and pay
8.09%
JPMorgan Chase Bank, N.A.
ZAR
660,535,000
6/9/27
614,687
Total
 
 
$3,578,193
 
Purchased Call Options (Exchange-Traded) — 0.0%† 
Description
Number of
Contracts
Notional
Amount
Exercise
Price
Expiration
Date
Value
LME Primary Aluminum Futures 12/26
451
$
37,599,306
$
3,700.00
12/2/26
$255,830
Total
 
 
$255,830
 
† Amount is less than 0.05% or (0.05)%, as applicable.
19

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
 
Purchased Put Options (Exchange-Traded) — 0.0%† 
Description
Number of
Contracts
Notional
Amount
Exercise
Price
Expiration
Date
Value
CBOT 2 - Year U.S. Treasury Notes Futures 09/26
2,220
$
456,452,813
$
102.75
 8/21/26
$  659,065
CBOT 2 - Year U.S. Treasury Notes Futures 09/26
463
95,197,141
 
103
 8/21/26
  260,437
CBOT 5 - Year U.S. Treasury Notes Futures 09/26
833
88,278,474
 
106
 8/21/26
  338,406
CBOT 5 - Year U.S. Treasury Notes Futures 09/26
555
58,816,991
 
106.25
 8/21/26
  294,844
CBOT 5 - Year U.S. Treasury Notes Futures 11/26
447
47,371,522
 
106
10/23/26
  366,680
NYMEX Light Sweet Crude Oil Futures 09/26
274
23,199,580
 
60
 8/17/26
   16,440
NYMEX Light Sweet Crude Oil Futures 12/26
234
19,812,780
 
50
11/17/26
   74,880
NYMEX Light Sweet Crude Oil Futures 12/26
224
18,966,080
 
55
11/17/26
  132,160
NYMEX Light Sweet Crude Oil Futures 12/26
58
4,910,860
 
58
11/17/26
   51,620
NYMEX Light Sweet Crude Oil Futures 12/26
305
25,824,350
 
60
11/17/26
  356,850
Total
 
 
$2,551,382
 
†
Amount is less than 0.05% or (0.05)%, as applicable.
 
Written Currency Options (OTC) — (0.0)%† 
Description
Counterparty
Notional Amount
Exercise
Price
Expiration
Date
Value
Call EUR vs. Put HUF
BNP Paribas
EUR
5,697,000
HUF
414.70
7/18/28
$(142,157
)
Call EUR vs. Put HUF
JPMorgan Chase Bank, N.A.
EUR
4,916,000
HUF
397.40
6/7/28
(167,017
)
Call EUR vs. Put HUF
JPMorgan Chase Bank, N.A.
EUR
4,916,000
HUF
400.76
6/8/28
(155,242
)
Call EUR vs. Put HUF
JPMorgan Chase Bank, N.A.
EUR
6,600,000
HUF
397.40
6/29/28
(232,015
)
Call EUR vs. Put HUF
JPMorgan Chase Bank, N.A.
EUR
11,394,000
HUF
399.60
7/13/28
(389,545
)
Call HUF vs. Put EUR
BNP Paribas
EUR
5,697,000
HUF
351.90
7/18/28
(85,266
)
Call HUF vs. Put EUR
JPMorgan Chase Bank, N.A.
EUR
4,916,000
HUF
348.10
6/7/28
(58,021
)
Call HUF vs. Put EUR
JPMorgan Chase Bank, N.A.
EUR
4,916,000
HUF
350.40
6/8/28
(65,657
)
Call HUF vs. Put EUR
JPMorgan Chase Bank, N.A.
EUR
6,600,000
HUF
350.30
6/29/28
(89,404
)
Call HUF vs. Put EUR
JPMorgan Chase Bank, N.A.
EUR
11,394,000
HUF
353.10
7/13/28
(180,188
)
Call USD vs. Put INR
Barclays Bank PLC
USD
15,000,000
INR
100.00
9/10/26
(3,930
)
Call USD vs. Put INR
BNP Paribas
USD
20,000,000
INR
100.00
9/10/26
(5,240
)
Call USD vs. Put INR
Goldman Sachs International
USD
15,000,000
INR
100.00
9/10/26
(3,930
)
Call USD vs. Put INR
Goldman Sachs International
USD
13,800,000
INR
100.50
10/16/26
(12,627
)
Call USD vs. Put INR
JPMorgan Chase Bank, N.A.
USD
15,000,000
INR
100.00
10/16/26
(18,060
)
Call USD vs. Put KRW
Barclays Bank PLC
USD
5,785,000
KRW
1,600.00
12/18/26
(15,631
)
Total
 
$(1,623,930
)
 
† Amount is less than 0.05% or (0.05)%, as applicable.
 
Forward Foreign Currency Exchange Contracts (Centrally Cleared) 
Currency Purchased
Currency Sold
Settlement
Date
Value/Unrealized
Appreciation
(Depreciation)
BRL
156,313,767
USD
30,016,239
8/4/26
$820,049
BRL
83,971,233
USD
16,331,891
8/4/26
233,260
20

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Forward Foreign Currency Exchange Contracts (Centrally Cleared) (continued)
Currency Purchased
Currency Sold
Settlement
Date
Value/Unrealized
Appreciation
(Depreciation)
BRL
45,715,000
USD
8,951,439
8/4/26
$66,838
BRL
1,452
USD
283
8/4/26
3
BRL
115,000,000
USD
23,044,014
8/4/26
(357,765
)
USD
279
BRL
1,452
8/4/26
(8
)
USD
5,611,585
BRL
29,000,000
8/4/26
(109,295
)
USD
11,119,456
BRL
57,000,000
8/4/26
(125,033
)
USD
6,012,214
BRL
31,120,000
8/4/26
(126,883
)
USD
8,888,889
BRL
46,000,000
8/4/26
(185,611
)
USD
27,874,853
BRL
142,880,000
8/4/26
(311,332
)
USD
18,359,262
BRL
95,000,000
8/4/26
(381,553
)
PHP
224,759,500
USD
3,655,220
8/6/26
15,889
PHP
220,872,300
USD
3,592,354
8/6/26
15,263
PHP
224,759,500
USD
3,656,112
8/6/26
14,997
PHP
110,420,400
USD
1,794,549
8/6/26
9,002
PHP
110,063,900
USD
1,790,356
8/6/26
7,373
USD
14,450,537
PHP
890,875,600
8/6/26
(100,578
)
PHP
163,780,500
USD
2,659,897
8/7/26
15,155
PHP
126,729,562
USD
2,058,969
8/7/26
10,924
USD
9,868,118
PHP
606,595,162
8/7/26
(39,495
)
PEN
52,000,000
USD
15,355,086
8/11/26
(58,269
)
PEN
34,000,000
USD
10,117,542
8/11/26
(115,777
)
CLP
9,138,870,535
USD
9,799,202
8/31/26
31,990
EUR
4,052,466
USD
4,636,016
9/16/26
45,035
EUR
3,693,955
USD
4,225,880
9/16/26
41,050
EUR
21,906
USD
25,324
9/16/26
(20
)
EUR
491,326
USD
567,993
9/16/26
(457
)
EUR
552,119
USD
638,273
9/16/26
(513
)
EUR
1,140,819
USD
1,318,833
9/16/26
(1,060
)
EUR
1,685,747
USD
1,948,793
9/16/26
(1,566
)
EUR
2,032,000
USD
2,349,075
9/16/26
(1,888
)
EUR
2,092,590
USD
2,419,120
9/16/26
(1,944
)
EUR
4,298,000
USD
4,968,663
9/16/26
(3,993
)
EUR
4,867,692
USD
5,627,250
9/16/26
(4,523
)
EUR
6,230,049
USD
7,202,191
9/16/26
(5,788
)
EUR
7,420,000
USD
8,577,823
9/16/26
(6,894
)
EUR
12,300,000
USD
14,219,302
9/16/26
(11,428
)
EUR
13,889,999
USD
16,057,406
9/16/26
(12,905
)
EUR
21,531,752
USD
24,891,584
9/16/26
(20,006
)
EUR
35,081,566
USD
40,555,722
9/16/26
(32,595
)
INR
103,000,000
USD
1,085,216
9/16/26
(9,743
)
INR
268,290,000
USD
2,811,698
9/16/26
(10,353
)
INR
181,000,000
USD
1,906,078
9/16/26
(16,170
)
INR
207,000,000
USD
2,179,682
9/16/26
(18,295
)
INR
491,000,000
USD
5,173,322
9/16/26
(46,555
)
21

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Forward Foreign Currency Exchange Contracts (Centrally Cleared) (continued)
Currency Purchased
Currency Sold
Settlement
Date
Value/Unrealized
Appreciation
(Depreciation)
KRW
20,504,000,000
USD
13,530,421
9/16/26
$684,456
KRW
12,685,000,000
USD
8,365,759
9/16/26
428,414
KRW
10,219,000,000
USD
6,719,932
9/16/26
364,629
KRW
9,910,000,000
USD
6,519,522
9/16/26
350,816
KRW
3,227,000,000
USD
2,118,012
9/16/26
119,181
PEN
49,000,000
USD
14,344,262
9/16/26
50,226
PEN
54,000,000
USD
15,851,582
9/16/26
11,732
PEN
79,640,000
USD
23,410,447
9/16/26
(14,997
)
PHP
890,875,600
USD
14,429,005
9/16/26
104,373
PHP
1,155,025,900
USD
18,751,334
9/16/26
91,283
PHP
606,595,162
USD
9,852,570
9/16/26
43,173
PHP
568,893,500
USD
9,243,373
9/16/26
37,321
PHP
430,979,838
USD
6,995,404
9/16/26
35,424
TWD
33,699,338
USD
1,062,970
9/16/26
(18,124
)
TWD
35,452,892
USD
1,120,870
9/16/26
(21,656
)
TWD
49,742,764
USD
1,566,849
9/16/26
(24,578
)
TWD
39,841,323
USD
1,261,930
9/16/26
(26,652
)
TWD
52,360,790
USD
1,651,262
9/16/26
(27,819
)
TWD
54,550,656
USD
1,724,476
9/16/26
(33,136
)
TWD
64,477,246
USD
2,034,303
9/16/26
(35,191
)
TWD
82,358,900
USD
2,594,226
9/16/26
(40,694
)
TWD
88,870,815
USD
2,810,322
9/16/26
(54,889
)
TWD
90,322,299
USD
2,855,561
9/16/26
(55,125
)
TWD
123,576,959
USD
3,899,003
9/16/26
(67,508
)
TWD
157,082,369
USD
4,953,498
9/16/26
(83,171
)
TWD
180,644,880
USD
5,699,278
9/16/26
(98,396
)
TWD
256,038,769
USD
8,077,978
9/16/26
(139,514
)
USD
6,705
COP
24,000,000
9/16/26
(827
)
USD
6,369
COP
23,000,000
9/16/26
(849
)
USD
17,753
COP
64,441,749
9/16/26
(2,471
)
USD
1,545,024
COP
5,503,763,000
9/16/26
(182,226
)
USD
2,072,281
COP
7,259,201,000
9/16/26
(205,879
)
USD
2,199,943
COP
7,691,000,000
9/16/26
(213,729
)
USD
2,264,207
COP
7,916,801,000
9/16/26
(220,328
)
USD
2,985,332
COP
10,931,093,000
9/16/26
(445,181
)
USD
4,985,425
COP
18,180,000,000
9/16/26
(720,018
)
USD
5,452,623
COP
19,782,116,000
9/16/26
(755,613
)
USD
8,954,494
COP
31,479,523,000
9/16/26
(924,748
)
USD
10,215,508
COP
35,869,000,000
9/16/26
(1,041,286
)
USD
21,893,002
COP
78,366,000,000
9/16/26
(2,700,658
)
USD
21,339,208
COP
77,061,000,000
9/16/26
(2,844,903
)
USD
58,335,623
COP
211,755,394,102
9/16/26
(8,119,730
)
USD
81,745,863
EUR
70,711,919
9/16/26
65,700
USD
68,323,112
EUR
59,100,952
9/16/26
54,912
22

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Forward Foreign Currency Exchange Contracts (Centrally Cleared) (continued)
Currency Purchased
Currency Sold
Settlement
Date
Value/Unrealized
Appreciation
(Depreciation)
USD
51,197,703
EUR
44,287,107
9/16/26
$41,148
USD
40,555,723
EUR
35,081,567
9/16/26
32,595
USD
30,347,645
EUR
26,251,361
9/16/26
24,391
USD
28,386,456
EUR
24,554,891
9/16/26
22,814
USD
27,629,375
EUR
23,900,000
9/16/26
22,206
USD
18,751,977
EUR
16,220,861
9/16/26
15,071
USD
18,623,117
EUR
16,109,394
9/16/26
14,968
USD
16,057,407
EUR
13,890,000
9/16/26
12,905
USD
15,965,307
EUR
13,810,331
9/16/26
12,831
USD
15,508,804
EUR
13,415,447
9/16/26
12,465
USD
13,335,368
EUR
11,535,379
9/16/26
10,718
USD
13,294,469
EUR
11,500,000
9/16/26
10,685
USD
12,605,438
EUR
10,903,973
9/16/26
10,131
USD
11,807,338
EUR
10,213,600
9/16/26
9,490
USD
10,743,634
EUR
9,293,473
9/16/26
8,635
USD
9,259,887
EUR
8,010,000
9/16/26
7,442
USD
6,439,147
EUR
5,570,000
9/16/26
5,175
USD
5,280,359
EUR
4,567,623
9/16/26
4,244
USD
4,684,816
EUR
4,052,466
9/16/26
3,765
USD
4,149,415
EUR
3,589,333
9/16/26
3,335
USD
2,557,543
EUR
2,212,330
9/16/26
2,055
USD
2,419,120
EUR
2,092,590
9/16/26
1,944
USD
638,273
EUR
552,119
9/16/26
513
USD
606,278
EUR
524,443
9/16/26
487
USD
177,907
EUR
153,893
9/16/26
143
USD
127,023
EUR
109,878
9/16/26
102
USD
25,060
EUR
21,906
9/16/26
(243
)
USD
15,962
INR
1,532,875
9/16/26
(43
)
USD
5,352,383
INR
514,000,000
9/16/26
(14,539
)
USD
20,126,818
INR
1,932,818,594
9/16/26
(54,671
)
USD
25,202,517
INR
2,420,248,113
9/16/26
(68,458
)
USD
12,635,827
PEN
43,049,000
9/16/26
(10,465
)
USD
6,609,946
PEN
22,569,000
9/16/26
(20,038
)
USD
9,082,386
PEN
31,000,000
9/16/26
(24,331
)
USD
7,723,333
PEN
26,464,000
9/16/26
(50,866
)
USD
13,573,559
PEN
46,408,000
9/16/26
(59,490
)
USD
12,623,913
PEN
43,247,000
9/16/26
(80,545
)
USD
17,317,514
PHP
1,052,419,962
9/16/26
148,768
USD
5,455,578
PHP
331,546,389
9/16/26
46,867
USD
5,021,677
PHP
305,754,840
9/16/26
33,718
USD
1,581,991
PHP
96,322,690
9/16/26
10,622
USD
895,967
PHP
54,449,732
9/16/26
7,697
USD
259,810
PHP
15,819,040
9/16/26
1,744
USD
212,130
PHP
13,084,111
9/16/26
(1,319
)
23

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Forward Foreign Currency Exchange Contracts (Centrally Cleared) (continued)
Currency Purchased
Currency Sold
Settlement
Date
Value/Unrealized
Appreciation
(Depreciation)
USD
859,439
PHP
52,866,660
9/16/26
$(3,006
)
USD
855,938
PHP
52,745,499
9/16/26
(4,530
)
USD
4,411,692
PHP
271,376,430
9/16/26
(15,431
)
USD
4,393,725
PHP
270,754,491
9/16/26
(23,253
)
USD
4,100,108
PHP
252,893,418
9/16/26
(25,491
)
USD
16,611,477
PHP
1,021,821,800
9/16/26
(58,103
)
USD
16,543,823
PHP
1,019,479,981
9/16/26
(87,554
)
IDR
55,477,205,000
USD
3,076,853
9/17/26
(12,508
)
IDR
143,588,060,000
USD
7,956,340
9/17/26
(25,093
)
IDR
127,271,235,000
USD
7,055,729
9/17/26
(25,760
)
USD
46,752,268
IDR
795,536,600,000
9/17/26
2,809,916
USD
43,426,951
IDR
738,953,000,000
9/17/26
2,610,057
USD
6,640,695
IDR
114,718,010,000
9/17/26
304,118
USD
3,691,871
IDR
67,129,665,000
9/17/26
(16,111
)
USD
3,699,168
IDR
67,334,960,000
9/17/26
(20,154
)
USD
7,465,452
IDR
135,595,000,000
9/17/26
(24,290
)
USD
6,810,659
IDR
123,994,855,000
9/17/26
(38,335
)
USD
8,363,730
IDR
152,119,520,000
9/17/26
(38,762
)
USD
15,134,791
BRL
82,336,290
10/1/26
(891,878
)
USD
27,637,700
BRL
150,432,000
10/1/26
(1,643,725
)
USD
27,537,473
BRL
150,431,710
10/1/26
(1,743,895
)
BRL
142,880,000
USD
27,495,340
10/2/26
310,623
BRL
57,000,000
USD
10,968,394
10/2/26
124,411
USD
279
BRL
1,452
10/2/26
(3
)
TWD
31,058,000
USD
973,330
10/8/26
(10,495
)
TWD
31,077,000
USD
975,117
10/8/26
(11,692
)
TWD
41,888,000
USD
1,312,281
10/8/26
(13,702
)
TWD
49,170,000
USD
1,543,072
10/8/26
(18,743
)
TWD
46,000,000
USD
1,457,165
10/8/26
(31,109
)
TWD
47,940,000
USD
1,520,568
10/8/26
(34,369
)
TWD
65,850,000
USD
2,087,163
10/8/26
(45,733
)
TWD
81,010,000
USD
2,568,501
10/8/26
(57,093
)
TWD
56,813,000
USD
1,775,406
10/13/26
(14,207
)
TWD
113,627,600
USD
3,551,306
10/13/26
(28,858
)
TWD
170,440,600
USD
5,314,974
10/13/26
(31,327
)
TWD
193,697,616
USD
6,042,231
10/13/26
(37,618
)
TWD
152,228,300
USD
4,759,365
10/13/26
(40,298
)
TWD
203,771,900
USD
6,361,371
10/13/26
(44,456
)
TWD
299,820,984
USD
9,371,749
10/13/26
(77,318
)
TWD
76,607,112
USD
2,427,509
10/22/26
(52,871
)
TWD
140,799,888
USD
4,458,656
10/22/26
(94,193
)
USD
9,776,807
CLP
9,138,870,535
10/28/26
(60,178
)
CLP
7,255,630,184
USD
7,767,786
10/30/26
42,295
24

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Forward Foreign Currency Exchange Contracts (Centrally Cleared) (continued)
Currency Purchased
Currency Sold
Settlement
Date
Value/Unrealized
Appreciation
(Depreciation)
USD
31,930,228
BRL
175,000,000
4/2/27
$(877,014
)
 
 
 
$(17,392,793
)
 
Forward Foreign Currency Exchange Contracts (OTC) 
Currency Purchased
Currency Sold
Counterparty
Settlement
Date
Unrealized
Appreciation
Unrealized
(Depreciation)
KZT
191,563,687
USD
404,305
Citibank, N.A.
8/3/26
$ —
$(413
)
KZT
4,851,105,313
USD
10,238,503
Deutsche Bank AG
8/3/26
 —
(10,470
)
KZT
5,042,669,000
USD
9,510,585
ICBC Standard Bank plc
8/3/26
1,121,340
 —
PHP
607,793,000
USD
9,855,570
Societe Generale
8/3/26
72,444
 —
PHP
331,991,400
USD
5,381,783
Societe Generale
8/3/26
41,141
 —
PHP
222,794,570
USD
3,609,295
Societe Generale
8/3/26
29,950
 —
PHP
224,317,800
USD
3,636,800
Societe Generale
8/3/26
27,326
 —
PHP
219,332,934
USD
3,557,943
Societe Generale
8/3/26
24,758
 —
PHP
219,332,934
USD
3,558,924
Societe Generale
8/3/26
23,777
 —
PHP
219,217,000
USD
3,557,505
Societe Generale
8/3/26
23,302
 —
PHP
110,119,600
USD
1,787,627
Societe Generale
8/3/26
11,125
 —
TRY
663,603,369
USD
13,937,734
Standard Chartered Bank
8/3/26
27,351
 —
USD
402,919
KZT
191,563,687
Citibank, N.A.
8/3/26
 —
(973
)
USD
9,619,483
KZT
4,851,105,313
Deutsche Bank AG
8/3/26
 —
(608,551
)
USD
9,259,396
PHP
568,893,500
Citibank, N.A.
8/3/26
 —
(33,213
)
USD
7,006,777
PHP
430,979,838
Societe Generale
8/3/26
 —
(33,077
)
USD
18,781,214
PHP
1,155,025,900
Societe Generale
8/3/26
 —
(85,592
)
USD
13,991,104
TRY
663,603,369
Standard Chartered Bank
8/3/26
26,019
 —
TRY
1,209,566,148
USD
25,408,321
Standard Chartered Bank
8/4/26
26,454
 —
USD
3,898,393
UYU
157,000,000
Deutsche Bank AG
8/4/26
 —
(5,622
)
USD
3,858,442
UYU
157,000,000
Deutsche Bank AG
8/4/26
 —
(45,574
)
UYU
157,000,000
USD
3,898,393
Deutsche Bank AG
8/4/26
5,622
 —
TRY
860,683,759
USD
18,070,203
Standard Chartered Bank
8/5/26
14,252
 —
KZT
4,030,000,000
USD
7,696,715
Deutsche Bank AG
8/6/26
793,737
 —
UGX
10,891,415,505
USD
2,946,835
Standard Chartered Bank
8/6/26
 —
(39,363
)
USD
2,957,213
UGX
10,891,415,505
Standard Chartered Bank
8/6/26
49,741
 —
EUR
354,465
USD
404,884
Barclays Bank PLC
8/7/26
3,915
 —
EUR
591,015
USD
674,748
BNP Paribas
8/7/26
6,861
 —
EUR
1,250,000
USD
1,426,606
Societe Generale
8/7/26
15,001
 —
EUR
144,914
USD
165,388
Societe Generale
8/7/26
1,739
 —
KZT
1,489,308,000
USD
2,588,390
Deutsche Bank AG
8/7/26
548,126
 —
KZT
4,383,222
USD
8,839
Goldman Sachs International
8/7/26
393
 —
PHP
316,085,100
USD
5,130,844
Standard Chartered Bank
8/7/26
31,822
 —
TRY
1,229,142,664
USD
25,784,677
Standard Chartered Bank
8/7/26
1,797
 —
USD
15,487,822
EUR
13,550,000
BNP Paribas
8/7/26
 —
(139,199
)
25

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Forward Foreign Currency Exchange Contracts (OTC) (continued)
Currency Purchased
Currency Sold
Counterparty
Settlement
Date
Unrealized
Appreciation
Unrealized
(Depreciation)
USD
594,087
EUR
520,313
Citibank, N.A.
8/7/26
$ —
$(5,982
)
USD
6,110,029
EUR
5,360,000
Citibank, N.A.
8/7/26
 —
(71,583
)
USD
10,840,741
EUR
9,510,000
Citibank, N.A.
8/7/26
 —
(127,006
)
USD
792,379
EUR
693,979
Deutsche Bank AG
8/7/26
 —
(7,977
)
USD
1,565,904
EUR
1,368,684
HSBC Bank USA, N.A.
8/7/26
 —
(12,581
)
USD
214,503
EUR
187,996
JPMorgan Chase Bank, N.A.
8/7/26
 —
(2,311
)
USD
133,274
EUR
116,775
Societe Generale
8/7/26
 —
(1,401
)
USD
3,986,189
EUR
3,492,720
Societe Generale
8/7/26
 —
(41,915
)
USD
21,227,901
EUR
18,600,000
Societe Generale
8/7/26
 —
(223,212
)
USD
125,993,002
EUR
110,395,740
Societe Generale
8/7/26
 —
(1,324,822
)
USD
2,904,532
EUR
2,537,343
Standard Chartered Bank
8/7/26
 —
(21,750
)
USD
4,564,265
EUR
3,987,254
Standard Chartered Bank
8/7/26
 —
(34,178
)
USD
2,845,481
KZT
1,351,318,690
Deutsche Bank AG
8/7/26
 —
(427
)
USD
3,867,417
UYU
156,000,000
HSBC Bank USA, N.A.
8/7/26
 —
(10,846
)
KZT
191,563,687
USD
402,022
Citibank, N.A.
8/10/26
962
 —
KZT
1,489,572,000
USD
2,587,482
Deutsche Bank AG
8/10/26
546,068
 —
KZT
1,462,314,537
USD
2,932,288
Deutsche Bank AG
8/10/26
143,922
 —
KZT
900,307,954
USD
1,921,981
Deutsche Bank AG
8/10/26
 —
(28,041
)
TRY
663,603,369
USD
13,916,397
Standard Chartered Bank
8/10/26
 —
(26,725
)
USD
4,868,018
KZT
2,417,700,951
Deutsche Bank AG
8/10/26
 —
(217,999
)
USD
8,666,335
KZT
4,304,135,300
Deutsche Bank AG
8/10/26
 —
(388,094
)
USD
973,054
UYU
39,000,000
HSBC Bank USA, N.A.
8/11/26
3,784
 —
VND
22,517,044,700
USD
842,073
Citibank, N.A.
8/12/26
13,639
 —
USD
2,611,551
UYU
105,000,000
HSBC Bank USA, N.A.
8/14/26
2,573
 —
EUR
2,142,646
ISK
308,626,699
JPMorgan Chase Bank, N.A.
8/17/26
 —
(30,800
)
ISK
1,000,502,452
EUR
6,946,004
JPMorgan Chase Bank, N.A.
8/17/26
99,848
 —
EUR
96,767
ISK
13,924,754
JPMorgan Chase Bank, N.A.
8/20/26
 —
(1,231
)
ISK
3,565,208,000
EUR
24,775,594
JPMorgan Chase Bank, N.A.
8/20/26
315,102
 —
USD
2,670,231
UYU
107,629,000
Citibank, N.A.
8/21/26
 —
(2,646
)
UYU
107,629,000
USD
2,678,671
Citibank, N.A.
8/21/26
 —
(5,794
)
GHS
2,216,000
USD
198,746
Standard Chartered Bank
8/24/26
 —
(9,777
)
USD
7,557,995
UYU
303,000,000
Citibank, N.A.
8/24/26
34,958
 —
VND
15,830,396,800
USD
591,569
Goldman Sachs International
8/26/26
9,486
 —
USD
2,395,258
KZT
1,151,759,870
Deutsche Bank AG
8/27/26
 —
(12,333
)
USD
2,395,258
KZT
1,152,119,159
Deutsche Bank AG
8/27/26
 —
(13,084
)
USD
2,521,419
KZT
1,214,063,472
Deutsche Bank AG
8/31/26
 —
(12,639
)
USD
5,042,839
KZT
2,428,126,944
Deutsche Bank AG
8/31/26
 —
(25,279
)
GHS
2,259,521
USD
198,728
Standard Chartered Bank
9/1/26
 —
(6,318
)
EUR
22,163,377
PLN
96,665,570
Barclays Bank PLC
9/2/26
 —
(287,800
)
PLN
96,665,570
EUR
22,757,424
Barclays Bank PLC
9/2/26
 —
(398,012
)
EUR
22,725,719
PLN
99,361,390
Barclays Bank PLC
9/4/26
 —
(357,989
)
KZT
1,844,881,952
USD
3,455,482
Bank of America, N.A.
9/4/26
389,544
 —
KZT
1,842,635,889
USD
3,455,482
Bank of America, N.A.
9/4/26
384,863
 —
PLN
99,361,390
EUR
23,386,854
Barclays Bank PLC
9/4/26
 —
(405,337
)
26

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Forward Foreign Currency Exchange Contracts (OTC) (continued)
Currency Purchased
Currency Sold
Counterparty
Settlement
Date
Unrealized
Appreciation
Unrealized
(Depreciation)
USD
1,396,191
KZT
666,541,748
Deutsche Bank AG
9/4/26
$7,013
$ —
USD
3,267,352
KZT
1,666,839,786
Deutsche Bank AG
9/4/26
 —
(206,606
)
EUR
45,446,906
PLN
197,921,277
Barclays Bank PLC
9/8/26
 —
(498,525
)
KZT
1,836,001,363
USD
3,445,302
Bank of America, N.A.
9/8/26
375,877
 —
PLN
197,921,277
EUR
46,576,836
Barclays Bank PLC
9/8/26
 —
(806,260
)
USD
5,695,386
UYU
231,825,000
HSBC Bank USA, N.A.
9/8/26
 —
(53,920
)
EUR
33,348,061
PLN
145,197,458
Barclays Bank PLC
9/9/26
 —
(355,387
)
PLN
145,197,458
EUR
34,172,148
Barclays Bank PLC
9/9/26
 —
(596,264
)
KZT
3,148,710,876
USD
6,000,402
Deutsche Bank AG
9/14/26
539,170
 —
KZT
2,682,100,486
USD
5,130,261
Deutsche Bank AG
9/14/26
440,205
 —
USD
817,756
KZT
409,164,344
Citibank, N.A.
9/14/26
 —
(32,039
)
USD
2,083,471
KZT
1,041,944,000
Citibank, N.A.
9/14/26
 —
(80,547
)
USD
2,502,356
KZT
1,215,644,353
Deutsche Bank AG
9/14/26
 —
(22,422
)
USD
2,502,356
KZT
1,216,395,060
Deutsche Bank AG
9/14/26
 —
(23,981
)
USD
2,502,356
KZT
1,216,645,295
Deutsche Bank AG
9/14/26
 —
(24,500
)
USD
2,502,356
KZT
1,217,145,767
Deutsche Bank AG
9/14/26
 —
(25,540
)
USD
11,661,282
KZT
5,641,728,298
Deutsche Bank AG
9/14/26
 —
(56,048
)
USD
721,084
EGP
43,229,000
Deutsche Bank AG
9/15/26
 —
(108,973
)
AED
20,285,000
USD
5,523,388
Standard Chartered Bank
9/16/26
 —
(208
)
EUR
109,576,918
HUF
38,558,725,880
Barclays Bank PLC
9/16/26
4,936,367
 —
EUR
30,598,552
HUF
10,921,388,273
Societe Generale
9/16/26
892,175
 —
EUR
19,071,918
HUF
6,807,244,251
Societe Generale
9/16/26
556,088
 —
EUR
34,159,586
PLN
148,326,729
Barclays Bank PLC
9/16/26
 —
(245,147
)
EUR
16,231,347
PLN
70,477,136
JPMorgan Chase Bank, N.A.
9/16/26
 —
(115,914
)
EUR
9,351,110
PLN
40,635,624
Societe Generale
9/16/26
 —
(75,544
)
EUR
13,091,554
PLN
56,909,511
Societe Generale
9/16/26
 —
(111,018
)
EUR
61,439,496
PLN
261,829,329
Standard Chartered Bank
9/16/26
884,444
 —
EUR
1,716,165
PLN
7,470,006
Standard Chartered Bank
9/16/26
 —
(17,168
)
GBP
46,590,000
USD
62,105,798
State Street Bank and Trust Company
9/16/26
684,471
 —
HUF
4,446,211,995
EUR
12,417,159
Barclays Bank PLC
9/16/26
 —
(317,201
)
HUF
770,753,288
EUR
2,159,424
JPMorgan Chase Bank, N.A.
9/16/26
 —
(62,960
)
HUF
34,112,513,886
EUR
95,573,339
Societe Generale
9/16/26
 —
(2,786,672
)
ILS
80,245,725
USD
27,576,798
Deutsche Bank AG
9/16/26
 —
(1,286,064
)
ILS
106,988,953
USD
36,792,831
Goldman Sachs International
9/16/26
 —
(1,740,271
)
ILS
8,024,572
USD
2,750,348
UBS AG
9/16/26
 —
(121,275
)
ILS
41,124,765
USD
14,131,265
UBS AG
9/16/26
 —
(657,647
)
KZT
3,135,509,992
USD
6,000,402
Deutsche Bank AG
9/16/26
507,223
 —
KZT
1,565,204,825
USD
3,000,201
Deutsche Bank AG
9/16/26
248,319
 —
NZD
14,590,000
USD
8,502,941
Standard Chartered Bank
9/16/26
102,426
 —
NZD
2,160,000
USD
1,222,711
Standard Chartered Bank
9/16/26
51,284
 —
SEK
11,900,000
USD
1,228,530
JPMorgan Chase Bank, N.A.
9/16/26
24,020
 —
SEK
80,038,000
USD
8,528,791
JPMorgan Chase Bank, N.A.
9/16/26
 —
(104,288
)
SGD
11,441,560
USD
8,946,309
Citibank, N.A.
9/16/26
2,813
 —
SGD
1,580,000
USD
1,225,945
Deutsche Bank AG
9/16/26
9,867
 —
27

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Forward Foreign Currency Exchange Contracts (OTC) (continued)
Currency Purchased
Currency Sold
Counterparty
Settlement
Date
Unrealized
Appreciation
Unrealized
(Depreciation)
SGD
5,280,720
USD
4,133,763
Deutsche Bank AG
9/16/26
$ —
$(3,399
)
SGD
5,280,720
USD
4,131,919
Goldman Sachs International
9/16/26
 —
(1,554
)
USD
3,187,329
AED
11,703,611
BNP Paribas
9/16/26
681
 —
USD
819,380
AED
3,009,294
Citibank, N.A.
9/16/26
13
 —
USD
1,152,166
AED
4,231,399
HSBC Bank USA, N.A.
9/16/26
45
 —
USD
10,040,989
AED
36,870,512
Standard Chartered Bank
9/16/26
1,923
 —
USD
18,694,028
AED
68,656,530
Standard Chartered Bank
9/16/26
296
 —
USD
17,924,883
BHD
6,766,439
Standard Chartered Bank
9/16/26
 —
(11,437
)
USD
5,765,462
CAD
8,000,000
Goldman Sachs International
9/16/26
48,079
 —
USD
1,092,074
CNH
7,343,447
Citibank, N.A.
9/16/26
1,309
 —
USD
1,140,329
CNH
7,677,953
Goldman Sachs International
9/16/26
 —
(123
)
USD
1,630,505
CNH
10,978,600
JPMorgan Chase Bank, N.A.
9/16/26
 —
(210
)
USD
5,318,458
GBP
4,030,000
Deutsche Bank AG
9/16/26
 —
(112,853
)
USD
1,087,124
GBP
815,069
State Street Bank and Trust Company
9/16/26
 —
(11,361
)
USD
5,628,559
GBP
4,220,000
State Street Bank and Trust Company
9/16/26
 —
(58,819
)
USD
56,765,749
GBP
42,560,000
State Street Bank and Trust Company
9/16/26
 —
(593,208
)
USD
5,318,822
ILS
16,261,233
Bank of America, N.A.
9/16/26
 —
(8,811
)
USD
5,778,503
ILS
17,667,772
Bank of America, N.A.
9/16/26
 —
(9,951
)
USD
5,829,409
ILS
17,830,995
Bank of America, N.A.
9/16/26
 —
(12,522
)
USD
4,830,125
ILS
14,713,913
Barclays Bank PLC
9/16/26
9,437
 —
USD
80,806,760
ILS
236,384,015
Citibank, N.A.
9/16/26
3,360,774
 —
USD
48,505,191
ILS
147,644,950
Goldman Sachs International
9/16/26
132,594
 —
USD
9,752,733
ILS
29,654,160
Goldman Sachs International
9/16/26
37,204
 —
USD
9,745,394
ILS
29,766,904
JPMorgan Chase Bank, N.A.
9/16/26
 —
(7,073
)
USD
28,805,811
ILS
87,790,894
Standard Chartered Bank
9/16/26
43,069
 —
USD
5,760,382
ILS
17,558,179
UBS AG
9/16/26
7,833
 —
USD
1,632,540
JPY
259,498,513
Goldman Sachs International
9/16/26
 —
(3,944
)
USD
5,636,858
JPY
896,000,000
Goldman Sachs International
9/16/26
 —
(13,617
)
USD
2,551,477
KZT
1,233,638,934
Bank of America, N.A.
9/16/26
 —
(8,891
)
USD
2,591,340
KZT
1,255,763,183
Bank of America, N.A.
9/16/26
 —
(14,946
)
USD
6,124,389
KZT
2,949,567,000
Deutsche Bank AG
9/16/26
2,682
 —
USD
1,418,556
NZD
2,427,010
Goldman Sachs International
9/16/26
 —
(12,925
)
USD
7,152,215
NZD
12,236,740
Goldman Sachs International
9/16/26
 —
(65,169
)
USD
15,322,508
NZD
26,215,310
Goldman Sachs International
9/16/26
 —
(139,614
)
USD
1,136,878
NZD
1,947,290
Standard Chartered Bank
9/16/26
 —
(11,658
)
USD
2,264,431
NZD
3,885,486
Standard Chartered Bank
9/16/26
 —
(27,277
)
USD
5,732,047
NZD
9,818,080
Standard Chartered Bank
9/16/26
 —
(58,780
)
USD
12,280,015
NZD
21,033,700
Standard Chartered Bank
9/16/26
 —
(125,928
)
USD
11,417,060
NZD
19,590,270
Standard Chartered Bank
9/16/26
 —
(137,529
)
USD
24,459,282
NZD
41,969,116
Standard Chartered Bank
9/16/26
 —
(294,634
)
USD
9,558,187
NZD
16,750,000
Standard Chartered Bank
9/16/26
 —
(321,176
)
USD
847,861
NZD
1,453,930
UBS AG
9/16/26
 —
(9,686
)
USD
4,274,841
NZD
7,330,590
UBS AG
9/16/26
 —
(48,834
)
USD
9,158,182
NZD
15,704,650
UBS AG
9/16/26
 —
(104,619
)
28

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Forward Foreign Currency Exchange Contracts (OTC) (continued)
Currency Purchased
Currency Sold
Counterparty
Settlement
Date
Unrealized
Appreciation
Unrealized
(Depreciation)
USD
6,790,857
SAR
25,500,000
Goldman Sachs International
9/16/26
$2,556
$ —
USD
9,507,416
SEK
91,938,000
JPMorgan Chase Bank, N.A.
9/16/26
 —
(169,637
)
USD
18,330,917
SGD
23,583,000
Goldman Sachs International
9/16/26
 —
(114,745
)
USD
3,514,851
UYU
142,000,000
Citibank, N.A.
9/16/26
 —
(4,637
)
USD
7,078,332
UYU
286,000,000
Citibank, N.A.
9/16/26
 —
(10,215
)
USD
3,889,990
UYU
157,000,000
Deutsche Bank AG
9/16/26
 —
(1,275
)
USD
9,063,411
UYU
371,282,617
HSBC Bank USA, N.A.
9/16/26
 —
(138,877
)
USD
21,684,286
ZAR
367,383,850
Bank of America, N.A.
9/16/26
 —
(478,267
)
USD
7,857,937
ZAR
129,663,988
Barclays Bank PLC
9/16/26
35,914
 —
USD
4,717,091
ZAR
79,485,495
Barclays Bank PLC
9/16/26
 —
(77,898
)
USD
16,425,872
ZAR
272,115,921
HSBC Bank USA, N.A.
9/16/26
10,388
 —
USD
16,415,963
ZAR
272,115,920
HSBC Bank USA, N.A.
9/16/26
479
 —
USD
7,515,557
ZAR
127,279,714
HSBC Bank USA, N.A.
9/16/26
 —
(162,634
)
USD
91,544,557
ZAR
1,518,605,192
Societe Generale
9/16/26
 —
(65,808
)
VND
22,710,156,370
USD
852,004
JPMorgan Chase Bank, N.A.
9/16/26
9,067
 —
MYR
9,420,000
USD
2,344,450
Barclays Bank PLC
9/17/26
 —
(36,329
)
MYR
15,000,000
USD
3,714,618
Barclays Bank PLC
9/17/26
 —
(39,266
)
MYR
14,000,000
USD
3,487,706
Barclays Bank PLC
9/17/26
 —
(57,377
)
MYR
61,303,000
USD
15,196,202
Barclays Bank PLC
9/17/26
 —
(175,530
)
MYR
57,000,000
USD
14,201,007
Barclays Bank PLC
9/17/26
 —
(234,670
)
USD
4,226,269
AED
15,521,134
Barclays Bank PLC
9/17/26
181
 —
USD
11,891,684
AED
43,672,744
Standard Chartered Bank
9/17/26
486
 —
USD
168,329
AED
618,203
Standard Chartered Bank
9/17/26
5
 —
USD
3,815,924
MXN
67,000,000
Goldman Sachs International
9/17/26
 —
(38,282
)
USD
3,596,329
UYU
145,004,000
Bank of America, N.A.
9/23/26
4,296
 —
MNT
1,760,852,600
USD
459,753
JPMorgan Chase Bank, N.A.
9/28/26
23,764
 —
USD
4,022,240
UYU
162,659,383
Deutsche Bank AG
9/28/26
 —
(5,623
)
EUR
11,670,097
ISK
1,675,475,862
Bank of America, N.A.
9/30/26
 —
(33,048
)
ISK
1,896,692,187
EUR
13,210,923
Bank of America, N.A.
9/30/26
37,412
 —
MNT
1,814,276,000
USD
472,837
JPMorgan Chase Bank, N.A.
10/5/26
24,733
 —
UZS
6,387,596,000
USD
396,745
Deutsche Bank AG
10/5/26
133,034
 —
UZS
3,518,712,735
USD
218,554
Deutsche Bank AG
10/7/26
73,204
 —
VND
11,211,744,750
USD
421,383
Citibank, N.A.
10/9/26
3,012
 —
VND
46,932,583,639
USD
1,764,715
Goldman Sachs International
10/13/26
11,139
 —
RUB
162,125,000
USD
2,023,780
Deutsche Bank AG
10/14/26
 —
(34,748
)
KZT
3,140,674,000
USD
5,142,323
Deutsche Bank AG
10/15/26
1,312,597
 —
USD
4,780,642
KZT
2,319,328,445
Deutsche Bank AG
10/15/26
13,805
 —
USD
1,064,704
KZT
520,640,122
Deutsche Bank AG
10/15/26
 —
(5,350
)
USD
2,502,356
KZT
1,221,399,771
Deutsche Bank AG
10/15/26
 —
(7,946
)
USD
2,502,356
KZT
1,223,401,655
Deutsche Bank AG
10/15/26
 —
(12,060
)
USD
2,502,356
KZT
1,223,651,891
Deutsche Bank AG
10/15/26
 —
(12,575
)
VND
28,765,131,636
USD
1,080,786
JPMorgan Chase Bank, N.A.
10/16/26
7,330
 —
UGX
2,157,978,684
USD
568,937
Standard Chartered Bank
10/20/26
828
 —
UGX
2,246,747,280
USD
603,482
Standard Chartered Bank
10/20/26
 —
(10,280
)
29

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Forward Foreign Currency Exchange Contracts (OTC) (continued)
Currency Purchased
Currency Sold
Counterparty
Settlement
Date
Unrealized
Appreciation
Unrealized
(Depreciation)
USD
929,792
UGX
3,430,934,000
Standard Chartered Bank
10/20/26
$23,933
$ —
USD
256,002
UGX
973,791,964
Standard Chartered Bank
10/20/26
 —
(1,106
)
UGX
2,957,568,591
USD
779,538
Standard Chartered Bank
10/21/26
1,219
 —
UGX
5,080,990,717
USD
1,346,504
Standard Chartered Bank
10/21/26
 —
(5,193
)
USD
929,792
UGX
3,458,828,000
Standard Chartered Bank
10/21/26
16,710
 —
USD
1,213,646
UGX
4,579,731,308
Standard Chartered Bank
10/21/26
4,661
 —
VND
32,098,942,105
USD
1,210,824
Standard Chartered Bank
10/22/26
2,713
 —
GHS
5,713,387
USD
496,820
Standard Chartered Bank
10/23/26
 —
(14,689
)
KZT
3,109,972,000
USD
5,102,497
Deutsche Bank AG
10/23/26
1,273,075
 —
UGX
3,454,179,000
USD
910,432
Standard Chartered Bank
10/23/26
1,141
 —
USD
6,441,853
KZT
3,137,826,490
Deutsche Bank AG
10/23/26
9,178
 —
USD
929,792
UGX
3,454,179,000
Standard Chartered Bank
10/23/26
18,219
 —
KZT
4,754,781,000
USD
7,857,843
Deutsche Bank AG
10/27/26
1,877,281
 —
USD
4,905,602
KZT
2,367,443,556
Deutsche Bank AG
10/27/26
58,405
 —
USD
2,452,801
KZT
1,186,174,579
Deutsche Bank AG
10/27/26
24,181
 —
USD
2,452,801
KZT
1,188,627,380
Deutsche Bank AG
10/27/26
19,159
 —
USD
4,020,067
OMR
1,548,325
Standard Chartered Bank
10/29/26
 —
(1,869
)
USD
4,422,074
OMR
1,703,157
Standard Chartered Bank
10/29/26
 —
(2,056
)
USD
4,824,081
OMR
1,857,990
Standard Chartered Bank
10/29/26
 —
(2,243
)
USD
5,308,408
OMR
2,044,528
Standard Chartered Bank
10/29/26
 —
(2,468
)
KZT
1,504,882,000
USD
2,754,933
Bank of America, N.A.
11/2/26
320,366
 —
KZT
1,529,284,407
USD
2,587,482
Deutsche Bank AG
11/3/26
536,695
 —
UGX
126,075,000
USD
33,186
Standard Chartered Bank
11/3/26
29
 —
UGX
6,800,879,000
USD
1,845,557
Standard Chartered Bank
11/3/26
 —
(53,827
)
USD
1,859,585
UGX
6,926,954,000
Standard Chartered Bank
11/3/26
34,640
 —
UGX
1,731,738,000
USD
456,682
Standard Chartered Bank
11/6/26
 —
(719
)
USD
464,896
UGX
1,731,738,000
Standard Chartered Bank
11/6/26
8,933
 —
ZMW
10,952,000
USD
451,257
Societe Generale
11/6/26
127,704
 —
UGX
2,973,566,334
USD
783,755
Standard Chartered Bank
11/10/26
 —
(1,514
)
UGX
3,973,843,666
USD
1,072,562
Standard Chartered Bank
11/10/26
 —
(27,184
)
USD
929,793
UGX
3,472,775,000
Standard Chartered Bank
11/10/26
16,227
 —
USD
929,793
UGX
3,474,635,000
Standard Chartered Bank
11/10/26
15,738
 —
KES
115,890,000
USD
874,641
Standard Chartered Bank
11/12/26
14,532
 —
UGX
3,491,371,000
USD
923,186
Standard Chartered Bank
11/12/26
 —
(5,136
)
USD
836,751
KES
115,890,000
Standard Chartered Bank
11/12/26
 —
(52,423
)
USD
929,793
UGX
3,491,371,000
Standard Chartered Bank
11/12/26
11,742
 —
UGX
1,771,255,000
USD
466,611
Standard Chartered Bank
11/13/26
 —
(965
)
USD
464,896
UGX
1,771,255,000
Standard Chartered Bank
11/13/26
 —
(749
)
UGX
3,626,190,000
USD
955,518
Standard Chartered Bank
11/16/26
 —
(2,861
)
USD
929,792
UGX
3,626,190,000
Bank of America, N.A.
11/16/26
 —
(22,865
)
TRY
566,724,126
USD
10,254,748
Standard Chartered Bank
11/19/26
640,239
 —
USD
10,326,523
TRY
566,724,126
Standard Chartered Bank
11/19/26
 —
(568,464
)
USD
35,456,615
KWD
10,831,996
JPMorgan Chase Bank, N.A.
11/23/26
397,912
 —
GHS
5,968,709
USD
499,474
Societe Generale
12/7/26
281
 —
30

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Forward Foreign Currency Exchange Contracts (OTC) (continued)
Currency Purchased
Currency Sold
Counterparty
Settlement
Date
Unrealized
Appreciation
Unrealized
(Depreciation)
USD
2,005,468
UAH
94,257,000
Deutsche Bank AG
12/7/26
$ —
$(33,902
)
USD
503,185
UAH
23,700,000
Citibank, N.A.
12/9/26
 —
(9,298
)
USD
989,604
UAH
47,501,000
Citibank, N.A.
12/9/26
 —
(37,546
)
GHS
3,473,000
USD
298,114
Standard Chartered Bank
12/11/26
 —
(7,528
)
KZT
1,616,358,251
USD
3,000,201
Deutsche Bank AG
12/14/26
259,282
 —
KZT
1,560,104,484
USD
2,890,421
Deutsche Bank AG
12/14/26
255,623
 —
KZT
1,358,314,149
USD
2,524,044
Deutsche Bank AG
12/14/26
215,077
 —
MYR
17,000,000
USD
4,116,223
Barclays Bank PLC
12/16/26
59,165
 —
MYR
7,380,000
USD
1,802,418
Barclays Bank PLC
12/16/26
10,192
 —
MYR
24,000,000
USD
5,818,323
State Street Bank and Trust Company
12/16/26
76,342
 —
NGN
3,145,234,000
USD
2,119,906
JPMorgan Chase Bank, N.A.
12/16/26
79,044
 —
USD
2,167,632
NGN
3,145,234,000
Citibank, N.A.
12/16/26
 —
(31,318
)
KZT
2,306,368,463
USD
4,339,357
Deutsche Bank AG
12/17/26
307,187
 —
JPY
91,126,520
USD
583,432
JPMorgan Chase Bank, N.A.
1/7/27
 —
(3,418
)
USD
632,592
JPY
91,126,520
Standard Chartered Bank
1/7/27
52,578
 —
RUB
218,112,000
USD
2,639,207
ICBC Standard Bank plc
1/13/27
 —
(39,331
)
NGN
1,625,307,000
USD
1,012,652
Standard Chartered Bank
1/21/27
111,684
 —
USD
1,108,668
NGN
1,625,307,000
Bank of America, N.A.
1/21/27
 —
(15,669
)
USD
2,238,483
EUR
1,842,630
State Street Bank and Trust Company
1/25/27
98,806
 —
EUR
8,080,000
USD
9,636,208
Bank of America, N.A.
1/26/27
 —
(253,263
)
EUR
12,306,204
USD
14,449,124
JPMorgan Chase Bank, N.A.
1/26/27
 —
(158,476
)
USD
14,435,177
EUR
12,306,204
Bank of America, N.A.
1/26/27
144,530
 —
USD
9,486,997
EUR
8,080,000
JPMorgan Chase Bank, N.A.
1/26/27
104,052
 —
EUR
6,540,000
USD
7,800,258
Barclays Bank PLC
1/27/27
 —
(205,337
)
USD
7,659,434
EUR
6,540,000
JPMorgan Chase Bank, N.A.
1/27/27
64,513
 —
KES
294,316,000
USD
2,186,597
Citibank, N.A.
2/3/27
53,497
 —
USD
874,638
KES
123,324,000
Citibank, N.A.
2/3/27
 —
(64,004
)
USD
380,630
KES
51,385,000
JPMorgan Chase Bank, N.A.
2/3/27
 —
(10,471
)
USD
874,640
KES
119,607,000
JPMorgan Chase Bank, N.A.
2/3/27
 —
(35,711
)
KES
117,420,000
USD
874,637
Standard Chartered Bank
2/18/27
16,638
 —
USD
871,061
KES
117,420,000
Standard Chartered Bank
2/18/27
 —
(20,213
)
KES
117,201,000
USD
874,634
Standard Chartered Bank
2/24/27
14,011
 —
USD
857,039
KES
117,201,000
Standard Chartered Bank
2/24/27
 —
(31,607
)
KES
120,203,000
USD
895,041
Standard Chartered Bank
3/2/27
15,377
 —
USD
855,537
KES
120,203,000
Standard Chartered Bank
3/2/27
 —
(54,881
)
USD
4,993,351
KWD
1,508,004
Standard Chartered Bank
3/3/27
105,623
 —
KES
121,054,000
USD
895,046
Standard Chartered Bank
3/8/27
20,823
 —
USD
864,671
KES
121,054,000
Standard Chartered Bank
3/8/27
 —
(51,198
)
GHS
2,318,000
USD
199,829
Standard Chartered Bank
3/11/27
 —
(8,660
)
KZT
1,302,614,000
USD
2,355,541
Deutsche Bank AG
3/11/27
202,134
 —
UZS
36,535,678,000
USD
2,792,180
Deutsche Bank AG
3/11/27
162,917
 —
UZS
18,253,878,000
USD
1,396,090
Deutsche Bank AG
3/11/27
80,330
 —
UZS
18,288,780,000
USD
1,396,090
Deutsche Bank AG
3/12/27
82,934
 —
UZS
18,253,878,000
USD
1,396,090
Deutsche Bank AG
3/12/27
80,111
 —
31

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Forward Foreign Currency Exchange Contracts (OTC) (continued)
Currency Purchased
Currency Sold
Counterparty
Settlement
Date
Unrealized
Appreciation
Unrealized
(Depreciation)
NGN
4,077,624,000
USD
2,682,647
JPMorgan Chase Bank, N.A.
3/15/27
$90,477
$ —
USD
45,187,300
AED
165,888,000
Bank of America, N.A.
3/15/27
2,478
 —
USD
26,963,580
AED
98,986,000
Standard Chartered Bank
3/15/27
1,626
 —
USD
2,722,045
NGN
4,077,624,000
Standard Chartered Bank
3/15/27
 —
(51,079
)
HKD
230,790,000
USD
29,617,700
Barclays Bank PLC
3/16/27
 —
(8,444
)
USD
45,187,323
AED
165,964,000
Bank of America, N.A.
3/16/27
 —
(18,303
)
USD
29,813,978
HKD
230,790,000
Standard Chartered Bank
3/16/27
204,722
 —
HKD
355,610,000
USD
45,622,611
Citibank, N.A.
3/17/27
1,508
 —
USD
22,593,662
AED
82,982,000
Bank of America, N.A.
3/17/27
 —
(9,204
)
USD
27,119,029
AED
99,586,500
HSBC Bank USA, N.A.
3/17/27
 —
(6,615
)
USD
4,521,732
HKD
35,000,000
Barclays Bank PLC
3/17/27
31,296
 —
USD
29,841,491
HKD
231,000,000
Citibank, N.A.
3/17/27
204,610
 —
USD
11,576,173
HKD
89,610,000
Goldman Sachs International
3/17/27
79,373
 —
UZS
26,619,849,175
USD
2,042,183
Deutsche Bank AG
3/17/27
108,990
 —
UZS
13,299,713,675
USD
1,021,091
Deutsche Bank AG
3/17/27
53,670
 —
UZS
9,845,980,000
USD
755,349
Deutsche Bank AG
3/17/27
40,312
 —
UZS
2,684,224,000
USD
206,082
Deutsche Bank AG
3/17/27
10,832
 —
UZS
2,234,989,000
USD
171,592
Deutsche Bank AG
3/17/27
9,019
 —
UZS
26,670,903,738
USD
2,042,183
Deutsche Bank AG
3/18/27
112,797
 —
UZS
13,335,451,869
USD
1,021,091
Deutsche Bank AG
3/18/27
56,399
 —
UZS
11,641,182,000
USD
891,362
Deutsche Bank AG
3/18/27
49,233
 —
UZS
5,820,591,000
USD
445,681
Deutsche Bank AG
3/18/27
24,617
 —
UZS
18,433,344,596
USD
1,406,052
Deutsche Bank AG
3/19/27
83,122
 —
UZS
11,412,500,000
USD
866,421
Deutsche Bank AG
3/24/27
54,880
 —
USD
27,112,442
AED
99,584,000
Citibank, N.A.
3/26/27
 —
(13,082
)
USD
26,801,198
AED
98,427,398
Standard Chartered Bank
3/30/27
 —
(9,527
)
USD
26,801,198
AED
98,476,980
Standard Chartered Bank
4/1/27
 —
(23,156
)
USD
26,801,197
AED
98,487,700
Standard Chartered Bank
4/1/27
 —
(26,077
)
USD
19,333,237
BHD
7,384,389
Standard Chartered Bank
4/1/27
 —
(199,803
)
USD
19,826,064
SAR
74,883,641
Standard Chartered Bank
4/1/27
 —
(86,077
)
USD
19,826,064
SAR
74,893,554
Standard Chartered Bank
4/1/27
 —
(88,713
)
USD
19,826,222
SAR
74,919,328
Standard Chartered Bank
4/1/27
 —
(95,407
)
USD
19,826,222
SAR
74,919,328
Standard Chartered Bank
4/1/27
 —
(95,407
)
USD
39,652,444
SAR
149,806,933
Standard Chartered Bank
4/1/27
 —
(182,380
)
USD
26,801,197
AED
98,490,380
Standard Chartered Bank
4/2/27
 —
(26,868
)
USD
19,826,222
SAR
74,913,380
Deutsche Bank AG
4/5/27
 —
(93,314
)
USD
3,300,100
AED
12,127,042
Standard Chartered Bank
4/6/27
 —
(3,249
)
USD
15,934,486
SAR
60,236,027
Standard Chartered Bank
4/7/27
 —
(82,122
)
USD
19,826,064
SAR
74,913,380
Standard Chartered Bank
4/7/27
 —
(93,217
)
USD
19,826,064
SAR
74,923,293
Standard Chartered Bank
4/7/27
 —
(95,852
)
USD
19,826,063
SAR
74,941,136
Standard Chartered Bank
4/7/27
 —
(100,597
)
USD
9,666,695
BHD
3,688,811
Standard Chartered Bank
4/12/27
 —
(89,120
)
RUB
454,199,000
USD
5,278,413
ICBC Standard Bank plc
4/13/27
 —
(7,706
)
UZS
2,119,371,000
USD
118,170
Deutsche Bank AG
10/25/27
48,944
 —
32

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Forward Foreign Currency Exchange Contracts (OTC) (continued)
Currency Purchased
Currency Sold
Counterparty
Settlement
Date
Unrealized
Appreciation
Unrealized
(Depreciation)
UZS
2,223,163,000
USD
124,352
Deutsche Bank AG
11/8/27
$50,651
$ —
 
 
 
 
$29,931,612
$(23,151,431
)
 
Forward Volatility Agreements (OTC) 
Reference Entity
Counterparty
Strike
Volatility Rate
Expiration
Date(1)
Notional
Amount
(000s omitted)
Value/Unrealized
Appreciation
(Depreciation)
EUR vs. HUF, 1 year term
BNP Paribas
7.80%
6/15/27
$10,635
$66,065
EUR vs. HUF, 1 year term
JPMorgan Chase Bank, N.A.
8.11
6/11/27
4,969
17,259
 
 
 
 
$83,324
 
(1)
At the expiration date, the Portfolio will purchase from the counterparty an option straddle expiring in 12 months with a strike rate to be determined on
this date.
 
Non-Deliverable Bond Forward Contracts1 
Settlement Date
Notional Amount
(000's omitted)
Reference Entity
Counterparty
Aggregate Cost
Unrealized
Appreciation
(Depreciation)
8/10/26
COP
5,121,200
Republic of Colombia,
11.75%, 1/24/35
Goldman Sachs International
$1,623,191
$(30,029
)
9/1/26
COP
7,212,100
Republic of Colombia,
12.50%, 2/27/30
Bank of America, N.A.
2,285,913
(31,662
)
 
 
 
 
$(61,691
)
 
1
Represents a short-term forward contract to purchase the reference entity denominated in a non-deliverable foreign currency.
 
Futures Contracts 
Description
Number of
Contracts
Position
Expiration
Date
Notional
Amount
Value/Unrealized
Appreciation
(Depreciation)
Commodity Futures
Gold
79
Long
12/29/26
$32,445,300
$(296,176
)
Equity Futures
FTSE Taiwan Index
140
Long
8/28/26
20,431,007
(630,726
)
OMX Stockholm 30 Index
657
Long
8/21/26
22,479,112
608,378
IFSC Nifty 50 Index
(384
)
Short
8/25/26
(18,769,248
)
(475,020
)
STOXX Europe 600 Index
(1,421
)
Short
9/18/26
(53,279,921
)
(900,054
)
Interest Rate Futures
U.S. Long Treasury Bond
397
Long
9/21/26
43,000,062
(729,887
)
33

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Futures Contracts (continued)
Description
Number of
Contracts
Position
Expiration
Date
Notional
Amount
Value/Unrealized
Appreciation
(Depreciation)
Interest Rate Futures (continued)
U.S. Ultra-Long Treasury Bond
440
Long
9/21/26
$48,262,501
$(1,192,984
)
Euro-Bobl
(457
)
Short
9/8/26
(59,992,481
)
477,805
Euro-Bund
(10
)
Short
9/8/26
(1,434,057
)
14,530
Japan 10-Year Bond
(1
)
Short
9/14/26
(798,655
)
314
U.S. 2-Year Treasury Note
(52
)
Short
9/30/26
(10,691,688
)
38,654
U.S. 5-Year Treasury Note
(1,166
)
Short
9/30/26
(123,568,673
)
633,511
U.S. 10-Year Treasury Note
(3
)
Short
9/21/26
(324,000
)
328
U.S. Ultra 10-Year Treasury Note
(14
)
Short
9/21/26
(1,535,844
)
19,272
 
$(2,432,055
)
 
Interest Rate Swaps (Centrally Cleared) 
Notional Amount
(000's omitted)
Portfolio
Pays/
Receives
Floating
Rate
Floating Rate
Annual
Fixed Rate
Termination
Date
Value
Unamortized
Upfront
Receipts
(Payments)
Unrealized
Appreciation
(Depreciation)
BRL
    95,000
Receives
Brazil CETIP Interbank
Deposit Rate
(pays upon termination)
14.68%
(pays upon termination)
1/2/31
$  (369,706)
$ —
$(369,706
)
BRL
   146,000
Receives
Brazil CETIP Interbank
Deposit Rate
(pays upon termination)
14.68%
(pays upon termination)
1/2/31
  (574,170)
 —
(574,170
)
BRL
    99,050
Receives
Brazil CETIP Interbank
Deposit Rate
(pays upon termination)
14.70%
(pays upon termination)
1/2/31
  (401,724)
 —
(401,724
)
CNY
   164,400
Pays
7-day China Fixing Repo
Rates
(pays quarterly)
1.58%
(pays quarterly)
12/17/30
   137,310
 —
137,310
CNY
   140,000
Pays
7-day China Fixing Repo
Rates
(pays quarterly)
1.59%
(pays quarterly)
12/17/30
   121,002
 —
121,002
CNY
    65,400
Pays
7-day China Fixing Repo
Rates
(pays quarterly)
1.59%
(pays quarterly)
12/17/30
    57,159
 —
57,159
CNY
   197,000
Pays
7-day China Fixing Repo
Rates
(pays quarterly)
1.59%
(pays quarterly)
12/17/30
   174,086
 —
174,086
CNY
   110,000
Pays
7-day China Fixing Repo
Rates
(pays quarterly)
1.59%
(pays quarterly)
12/17/30
    98,271
 —
98,271
CNY
    45,014
Pays
7-day China Fixing Repo
Rates
(pays quarterly)
1.60%
(pays quarterly)
3/18/31
    45,220
 —
45,220
CNY
   123,900
Pays
7-day China Fixing Repo
Rates
(pays quarterly)
1.62%
(pays quarterly)
3/18/31
   135,003
 —
135,003
CNY
   122,116
Pays
7-day China Fixing Repo
Rates
(pays quarterly)
1.62%
(pays quarterly)
3/18/31
   135,136
 —
135,136
34

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Interest Rate Swaps (Centrally Cleared) (continued)
Notional Amount
(000's omitted)
Portfolio
Pays/
Receives
Floating
Rate
Floating Rate
Annual
Fixed Rate
Termination
Date
Value
Unamortized
Upfront
Receipts
(Payments)
Unrealized
Appreciation
(Depreciation)
CNY
   149,413
Pays
7-day China Fixing Repo
Rates
(pays quarterly)
1.63%
(pays quarterly)
3/18/31
$   171,239
$ —
$171,239
CNY
    74,900
Pays
7-day China Fixing Repo
Rates
(pays quarterly)
1.63%
(pays quarterly)
3/18/31
    85,943
 —
85,943
CNY
    59,757
Pays
7-day China Fixing Repo
Rates
(pays quarterly)
1.63%
(pays quarterly)
3/18/31
    68,974
 —
68,974
CNY
   193,890
Pays
7-day China Fixing Repo
Rates
(pays quarterly)
1.50%
(pays quarterly)
6/17/31
    50,838
 —
50,838
CZK
   405,572
Receives
6-month CZK PRIBOR
(pays semi-annually)
4.62%
(pays annually)
6/17/36
    (1,142)
 —
(1,142
)
EUR
     2,000
Receives
1-day Euro Short-Term
Rate
(pays annually)
2.60%
(pays annually)
1/24/28
    (4,518)
21
(4,497
)
EUR
     3,629
Pays
6-month EURIBOR
(pays semi-annually)
3.03%
(pays annually)
10/10/29
    65,518
 —
65,518
EUR
     1,200
Pays
6-month EURIBOR
(pays semi-annually)
3.17%
(pays annually)
10/17/29
    29,654
 —
29,654
EUR
     1,781
Pays
6-month EURIBOR
(pays semi-annually)
3.01%
(pays annually)
10/27/29
    31,297
 —
31,297
EUR
    45,844
Receives
6-month EURIBOR
(pays semi-annually)
3.03%
(pays annually)
9/16/31
   179,989
 —
179,989
EUR
    70,783
Receives
6-month EURIBOR
(pays semi-annually)
3.04%
(pays annually)
9/16/31
   231,443
 —
231,443
EUR
    62,810
Receives
6-month EURIBOR
(pays semi-annually)
3.18%
(pays annually)
9/16/36
   475,223
 —
475,223
EUR
     1,895
Receives
6-month EURIBOR
(pays semi-annually)
3.22%
(pays annually)
9/16/36
     6,231
 —
6,231
EUR
     7,581
Receives
6-month EURIBOR
(pays semi-annually)
3.23%
(pays annually)
9/16/36
    22,685
 —
22,685
EUR
     5,217
Receives
6-month EURIBOR
(pays semi-annually)
3.23%
(pays annually)
9/16/36
    14,843
 —
14,843
EUR
     2,148
Receives
6-month EURIBOR
(pays semi-annually)
3.23%
(pays annually)
9/16/36
     5,793
 —
5,793
EUR
     1,895
Receives
6-month EURIBOR
(pays semi-annually)
3.23%
(pays annually)
9/16/36
     4,926
 —
4,926
EUR
     1,895
Receives
6-month EURIBOR
(pays semi-annually)
3.23%
(pays annually)
9/16/36
     4,553
 —
4,553
EUR
     2,085
Receives
6-month EURIBOR
(pays semi-annually)
3.23%
(pays annually)
9/16/36
     4,906
 —
4,906
EUR
     1,895
Receives
6-month EURIBOR
(pays semi-annually)
3.24%
(pays annually)
9/16/36
     4,273
 —
4,273
EUR
     4,200
Receives
6-month EURIBOR
(pays semi-annually)
3.24%
(pays annually)
9/16/36
     8,437
 —
8,437
EUR
     3,791
Receives
6-month EURIBOR
(pays semi-annually)
3.24%
(pays annually)
9/16/36
     7,055
 —
7,055
EUR
     1,895
Receives
6-month EURIBOR
(pays semi-annually)
3.24%
(pays annually)
9/16/36
     3,341
 —
3,341
35

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Interest Rate Swaps (Centrally Cleared) (continued)
Notional Amount
(000's omitted)
Portfolio
Pays/
Receives
Floating
Rate
Floating Rate
Annual
Fixed Rate
Termination
Date
Value
Unamortized
Upfront
Receipts
(Payments)
Unrealized
Appreciation
(Depreciation)
EUR
     1,895
Receives
6-month EURIBOR
(pays semi-annually)
3.24%
(pays annually)
9/16/36
$     2,596
$ —
$2,596
EUR
     3,711
Receives
6-month EURIBOR
(pays semi-annually)
3.25%
(pays annually)
9/16/36
     3,257
 —
3,257
EUR
     1,895
Receives
6-month EURIBOR
(pays semi-annually)
3.25%
(pays annually)
9/16/36
     1,291
 —
1,291
HUF
 6,313,207
Pays
6-month HUF BUBOR
(pays semi-annually)
5.00%
(pays annually)
9/16/36
  (260,744)
 —
(260,744
)
HUF
 5,129,481
Pays
6-month HUF BUBOR
(pays semi-annually)
5.04%
(pays annually)
9/16/36
  (164,088)
 —
(164,088
)
HUF
   789,151
Pays
6-month HUF BUBOR
(pays semi-annually)
5.05%
(pays annually)
9/16/36
   (24,523)
 —
(24,523
)
HUF
 4,498,160
Pays
6-month HUF BUBOR
(pays semi-annually)
5.10%
(pays annually)
9/16/36
   (84,580)
 —
(84,580
)
KRW
15,445,000
Pays
3-month KRW Certificate
of Deposit Rate
(pays quarterly)
3.37%
(pays quarterly)
3/18/31
  (251,079)
 —
(251,079
)
KRW
23,197,000
Pays
3-month KRW Certificate
of Deposit Rate
(pays quarterly)
3.38%
(pays quarterly)
3/18/31
  (376,367)
 —
(376,367
)
KRW
12,139,000
Pays
3-month KRW Certificate
of Deposit Rate
(pays quarterly)
3.38%
(pays quarterly)
3/18/31
  (194,697)
 —
(194,697
)
KRW
11,584,000
Pays
3-month KRW Certificate
of Deposit Rate
(pays quarterly)
3.39%
(pays quarterly)
3/18/31
  (184,299)
 —
(184,299
)
KRW
17,995,000
Pays
3-month KRW Certificate
of Deposit Rate
(pays quarterly)
3.41%
(pays quarterly)
3/18/31
  (272,891)
 —
(272,891
)
KRW
21,593,000
Pays
3-month KRW Certificate
of Deposit Rate
(pays quarterly)
3.44%
(pays quarterly)
3/18/31
  (307,829)
 —
(307,829
)
KRW
19,572,000
Pays
3-month KRW Certificate
of Deposit Rate
(pays quarterly)
3.44%
(pays quarterly)
3/18/31
  (276,243)
 —
(276,243
)
KRW
 8,997,000
Pays
3-month KRW Certificate
of Deposit Rate
(pays quarterly)
3.45%
(pays quarterly)
3/18/31
  (126,277)
 —
(126,277
)
KRW
21,593,000
Pays
3-month KRW Certificate
of Deposit Rate
(pays quarterly)
3.45%
(pays quarterly)
3/18/31
  (297,966)
 —
(297,966
)
KRW
14,708,700
Pays
3-month KRW Certificate
of Deposit Rate
(pays quarterly)
3.47%
(pays quarterly)
3/18/31
  (192,544)
 —
(192,544
)
KRW
 8,997,300
Pays
3-month KRW Certificate
of Deposit Rate
(pays quarterly)
3.47%
(pays quarterly)
3/18/31
  (118,600)
 —
(118,600
)
KRW
 6,990,000
Pays
3-month KRW Certificate
of Deposit Rate
(pays quarterly)
3.99%
(pays quarterly)
6/17/31
    20,333
 —
20,333
KRW
10,669,000
Pays
3-month KRW Certificate
of Deposit Rate
(pays quarterly)
4.03%
(pays quarterly)
6/17/31
    44,239
 —
44,239
36

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Interest Rate Swaps (Centrally Cleared) (continued)
Notional Amount
(000's omitted)
Portfolio
Pays/
Receives
Floating
Rate
Floating Rate
Annual
Fixed Rate
Termination
Date
Value
Unamortized
Upfront
Receipts
(Payments)
Unrealized
Appreciation
(Depreciation)
KRW
13,946,000
Pays
3-month KRW Certificate
of Deposit Rate
(pays quarterly)
4.05%
(pays quarterly)
6/17/31
$    70,254
$ —
$70,254
MXN
   558,000
Pays
Mexico Interbank TIIE
28 Day
(pays monthly)
7.27%
(pays monthly)
12/9/27
   176,033
 —
176,033
MXN
   504,100
Pays
Mexico Interbank TIIE
28 Day
(pays monthly)
7.30%
(pays monthly)
12/9/27
   170,682
 —
170,682
MXN
   884,900
Pays
Mexico Interbank TIIE
28 Day
(pays monthly)
6.93%
(pays monthly)
12/15/27
    42,188
 —
42,188
MXN
   567,000
Pays
Mexico Interbank TIIE
28 Day
(pays monthly)
6.94%
(pays monthly)
12/15/27
    28,079
 —
28,079
MXN
   641,000
Pays
Mexico Interbank TIIE
28 Day
(pays monthly)
7.30%
(pays monthly)
12/15/27
   211,387
 —
211,387
MXN
   887,000
Pays
Mexico Interbank TIIE
28 Day
(pays monthly)
7.12%
(pays monthly)
1/12/28
   152,087
 —
152,087
MXN
   882,000
Pays
Mexico Interbank TIIE
28 Day
(pays monthly)
7.08%
(pays monthly)
1/13/28
   113,793
 —
113,793
MXN
   136,100
Pays
Mexico Interbank TIIE
28 Day
(pays monthly)
7.04%
(pays monthly)
1/14/28
    14,079
 —
14,079
MXN
   103,000
Pays
Mexico Interbank TIIE
28 Day
(pays monthly)
6.83%
(pays monthly)
2/18/28
    (9,680)
 —
(9,680
)
MXN
   119,000
Pays
Mexico Interbank TIIE
28 Day
(pays monthly)
6.84%
(pays monthly)
2/21/28
   (10,728)
 —
(10,728
)
MXN
   110,000
Pays
Mexico Interbank TIIE
28 Day
(pays monthly)
6.83%
(pays monthly)
2/22/28
   (10,399)
 —
(10,399
)
MXN
    72,000
Pays
Mexico Interbank TIIE
28 Day
(pays monthly)
6.79%
(pays monthly)
2/24/28
    (9,681)
 —
(9,681
)
MXN
    45,000
Pays
Mexico Interbank TIIE
28 Day
(pays monthly)
6.76%
(pays monthly)
2/25/28
    (7,571)
 —
(7,571
)
MXN
 1,052,000
Pays
Mexico Interbank TIIE
28 Day
(pays monthly)
7.06%
(pays monthly)
3/7/28
    89,254
 —
89,254
MXN
 1,061,946
Pays
Mexico Interbank TIIE
28 Day
(pays monthly)
7.04%
(pays monthly)
3/9/28
    51,680
 —
51,680
MXN
   860,000
Pays
Mexico Interbank TIIE
28 Day
(pays monthly)
7.08%
(pays monthly)
3/10/28
    79,917
 —
79,917
MXN
   849,000
Receives
Mexico Interbank TIIE
28 Day
(pays monthly)
7.53%
(pays monthly)
4/6/28
  (409,572)
 —
(409,572
)
37

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Interest Rate Swaps (Centrally Cleared) (continued)
Notional Amount
(000's omitted)
Portfolio
Pays/
Receives
Floating
Rate
Floating Rate
Annual
Fixed Rate
Termination
Date
Value
Unamortized
Upfront
Receipts
(Payments)
Unrealized
Appreciation
(Depreciation)
MXN
 2,352,070
Receives
Mexico Interbank TIIE
28 Day
(pays monthly)
7.54%
(pays monthly)
4/6/28
$(1,154,793)
$ —
$(1,154,793
)
MXN
   979,500
Pays
Mexico Interbank TIIE
28 Day
(pays monthly)
7.56%
(pays monthly)
6/14/28
   515,995
 —
515,995
MXN
   905,000
Pays
Mexico Interbank TIIE
28 Day
(pays monthly)
7.19%
(pays monthly)
7/26/28
    69,315
 —
69,315
MXN
    67,200
Pays
Mexico Interbank TIIE
28 Day
(pays monthly)
7.28%
(pays monthly)
9/14/28
     4,404
 —
4,404
MXN
   406,000
Pays
Mexico Interbank TIIE
28 Day
(pays monthly)
7.34%
(pays monthly)
9/14/28
    52,974
 —
52,974
MXN
   789,000
Pays
Mexico Interbank TIIE
28 Day
(pays monthly)
7.40%
(pays monthly)
9/14/28
   157,149
 —
157,149
MXN
    13,120
Pays
Mexico Interbank TIIE
28 Day
(pays monthly)
9.13%
(pays monthly)
11/6/29
    37,290
 —
37,290
MXN
   593,607
Receives
Mexico Interbank TIIE
28 Day
(pays monthly)
7.91%
(pays monthly)
9/11/31
   (94,836)
 —
(94,836
)
MXN
   367,293
Receives
Mexico Interbank TIIE
28 Day
(pays monthly)
7.93%
(pays monthly)
9/11/31
   (74,025)
 —
(74,025
)
MYR
    63,000
Receives
3-month MYR KLIBOR
(pays quarterly)
3.58%
(pays quarterly)
6/18/31
    68,925
 —
68,925
MYR
    39,000
Receives
3-month MYR KLIBOR
(pays quarterly)
3.59%
(pays quarterly)
6/18/31
    41,766
 —
41,766
MYR
    34,820
Receives
3-month MYR KLIBOR
(pays quarterly)
3.59%
(pays quarterly)
6/18/31
    35,078
 —
35,078
MYR
    25,000
Receives
3-month MYR KLIBOR
(pays quarterly)
3.59%
(pays quarterly)
6/18/31
    24,608
 —
24,608
MYR
    39,000
Receives
3-month MYR KLIBOR
(pays quarterly)
3.60%
(pays quarterly)
6/18/31
    33,658
 —
33,658
MYR
    42,000
Receives
3-month MYR KLIBOR
(pays quarterly)
3.61%
(pays quarterly)
6/18/31
    35,277
 —
35,277
MYR
    23,000
Receives
3-month MYR KLIBOR
(pays quarterly)
3.61%
(pays quarterly)
6/18/31
    18,787
 —
18,787
MYR
    13,490
Receives
3-month MYR KLIBOR
(pays quarterly)
3.61%
(pays quarterly)
6/18/31
    10,941
 —
10,941
MYR
    69,000
Receives
3-month MYR KLIBOR
(pays quarterly)
3.61%
(pays quarterly)
6/18/31
    50,384
 —
50,384
MYR
    23,360
Receives
3-month MYR KLIBOR
(pays quarterly)
3.61%
(pays quarterly)
6/18/31
    18,002
 —
18,002
MYR
    14,850
Receives
3-month MYR KLIBOR
(pays quarterly)
3.62%
(pays quarterly)
6/18/31
    10,501
 —
10,501
MYR
    13,130
Receives
3-month MYR KLIBOR
(pays quarterly)
3.63%
(pays quarterly)
6/18/31
     7,919
 —
7,919
MYR
    10,890
Receives
3-month MYR KLIBOR
(pays quarterly)
3.63%
(pays quarterly)
6/18/31
     6,380
 —
6,380
38

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Interest Rate Swaps (Centrally Cleared) (continued)
Notional Amount
(000's omitted)
Portfolio
Pays/
Receives
Floating
Rate
Floating Rate
Annual
Fixed Rate
Termination
Date
Value
Unamortized
Upfront
Receipts
(Payments)
Unrealized
Appreciation
(Depreciation)
MYR
    16,300
Receives
3-month MYR KLIBOR
(pays quarterly)
3.63%
(pays quarterly)
6/18/31
$     9,266
$ —
$9,266
MYR
    19,700
Receives
3-month MYR KLIBOR
(pays quarterly)
3.63%
(pays quarterly)
6/18/31
    10,858
 —
10,858
MYR
    23,420
Receives
3-month MYR KLIBOR
(pays quarterly)
3.63%
(pays quarterly)
6/18/31
    12,369
 —
12,369
MYR
     6,910
Receives
3-month MYR KLIBOR
(pays quarterly)
3.64%
(pays quarterly)
6/18/31
     3,410
 —
3,410
MYR
    10,110
Receives
3-month MYR KLIBOR
(pays quarterly)
3.64%
(pays quarterly)
6/18/31
     4,463
 —
4,463
MYR
    15,280
Receives
3-month MYR KLIBOR
(pays quarterly)
3.64%
(pays quarterly)
6/18/31
     5,951
 —
5,951
MYR
    10,790
Receives
3-month MYR KLIBOR
(pays quarterly)
3.65%
(pays quarterly)
6/18/31
     3,766
 —
3,766
PLN
    23,717
Pays
6-month PLN WIBOR
(pays semi-annually)
4.17%
(pays annually)
6/17/31
   (55,706)
 —
(55,706
)
PLN
    43,591
Pays
6-month PLN WIBOR
(pays semi-annually)
4.18%
(pays annually)
6/17/31
   (97,170)
 —
(97,170
)
PLN
    83,578
Pays
6-month PLN WIBOR
(pays semi-annually)
4.24%
(pays annually)
6/17/31
  (122,999)
 —
(122,999
)
PLN
    26,714
Pays
6-month PLN WIBOR
(pays semi-annually)
4.25%
(pays annually)
6/17/31
   (37,173)
 —
(37,173
)
PLN
   175,402
Receives
6-month PLN WIBOR
(pays semi-annually)
4.70%
(pays annually)
6/17/31
  (693,720)
 —
(693,720
)
PLN
    90,904
Receives
6-month PLN WIBOR
(pays quarterly)
4.49%
(pays annually)
8/12/32
    80,853
 —
80,853
PLN
    90,904
Pays
6-month PLN WIBOR
(pays semi-annually)
4.59%
(pays annually)
8/12/32
   (72,482)
 —
(72,482
)
PLN
   390,150
Receives
6-month PLN WIBOR
(pays quarterly)
4.61%
(pays annually)
9/9/32
   157,223
 —
157,223
PLN
   390,150
Pays
6-month PLN WIBOR
(pays semi-annually)
4.71%
(pays annually)
9/9/32
  (130,508)
 —
(130,508
)
PLN
    11,653
Receives
6-month PLN WIBOR
(pays semi-annually)
4.27%
(pays annually)
6/18/35
    86,205
 —
86,205
PLN
    45,541
Receives
6-month PLN WIBOR
(pays semi-annually)
4.31%
(pays annually)
6/18/35
   296,962
 —
296,962
PLN
    60,296
Receives
6-month PLN WIBOR
(pays semi-annually)
4.34%
(pays annually)
6/18/35
   363,063
 —
363,063
PLN
    38,470
Receives
6-month PLN WIBOR
(pays semi-annually)
4.44%
(pays annually)
12/17/35
   (46,335)
 —
(46,335
)
PLN
    74,514
Receives
6-month PLN WIBOR
(pays semi-annually)
4.91%
(pays annually)
6/17/36
  (329,281)
 —
(329,281
)
TWD
   417,000
Receives
3-month TWD TAIBOR
(pays quarterly)
2.12%
(pays quarterly)
6/17/31
   110,499
 —
110,499
TWD
   909,000
Receives
3-month TWD TAIBOR
(pays quarterly)
2.13%
(pays quarterly)
6/17/31
   233,723
 —
233,723
TWD
   695,000
Receives
3-month TWD TAIBOR
(pays quarterly)
2.13%
(pays quarterly)
6/17/31
   172,239
 —
172,239
TWD
   199,000
Receives
3-month TWD TAIBOR
(pays quarterly)
2.13%
(pays quarterly)
6/17/31
    48,748
 —
48,748
39

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Interest Rate Swaps (Centrally Cleared) (continued)
Notional Amount
(000's omitted)
Portfolio
Pays/
Receives
Floating
Rate
Floating Rate
Annual
Fixed Rate
Termination
Date
Value
Unamortized
Upfront
Receipts
(Payments)
Unrealized
Appreciation
(Depreciation)
TWD
   645,000
Receives
3-month TWD TAIBOR
(pays quarterly)
2.14%
(pays quarterly)
6/17/31
$   152,007
$ —
$152,007
TWD
   357,000
Receives
3-month TWD TAIBOR
(pays quarterly)
2.15%
(pays quarterly)
6/17/31
    80,561
 —
80,561
TWD
   198,000
Receives
3-month TWD TAIBOR
(pays quarterly)
2.16%
(pays quarterly)
6/17/31
    41,000
 —
41,000
TWD
   357,000
Receives
3-month TWD TAIBOR
(pays quarterly)
2.17%
(pays quarterly)
6/17/31
    71,372
 —
71,372
TWD
   374,000
Receives
3-month TWD TAIBOR
(pays quarterly)
2.29%
(pays quarterly)
6/17/31
     6,583
 —
6,583
TWD
   318,000
Receives
3-month TWD TAIBOR
(pays quarterly)
2.30%
(pays quarterly)
6/17/31
     4,233
 —
4,233
TWD
   374,000
Receives
3-month TWD TAIBOR
(pays quarterly)
2.30%
(pays quarterly)
6/17/31
       166
 —
166
TWD
   430,000
Receives
3-month TWD TAIBOR
(pays quarterly)
2.32%
(pays quarterly)
6/17/31
    (9,033)
 —
(9,033
)
TWD
   105,000
Receives
3-month TWD TAIBOR
(pays quarterly)
2.22%
(pays quarterly)
9/16/31
    22,315
 —
22,315
TWD
   248,500
Receives
3-month TWD TAIBOR
(pays quarterly)
2.22%
(pays quarterly)
9/16/31
    52,641
 —
52,641
TWD
   265,000
Receives
3-month TWD TAIBOR
(pays quarterly)
2.22%
(pays quarterly)
9/16/31
    55,589
 —
55,589
TWD
   333,000
Receives
3-month TWD TAIBOR
(pays quarterly)
2.23%
(pays quarterly)
9/16/31
    67,333
 —
67,333
TWD
   360,500
Receives
3-month TWD TAIBOR
(pays quarterly)
2.23%
(pays quarterly)
9/16/31
    71,652
 —
71,652
Total
 
 
 
 
 
$(783,779)
$21
$(783,758
)
 
Interest Rate Swaps (OTC) 
Counterparty
Notional Amount
(000's omitted)
Portfolio
Pays/Receives
Floating Rate
Floating Rate
Annual
Fixed Rate
Termination
Date
Value/Unrealized
Appreciation
(Depreciation)
JPMorgan Chase Bank, N.A.
TRY
918,065
Receives
1-day TRY TRLEF
(pays quarterly)
39.34%
(pays quarterly)
6/3/27
$ (76,373)
JPMorgan Chase Bank, N.A.
TRY
918,065
Receives
1-day TRY TRLEF
(pays quarterly)
39.37%
(pays quarterly)
6/4/27
 (81,327)
JPMorgan Chase Bank, N.A.
TRY
918,066
Receives
1-day TRY TRLEF
(pays quarterly)
39.35%
(pays quarterly)
6/12/27
 (89,991)
JPMorgan Chase Bank, N.A.
TRY
538,176
Receives
1-day TRY TRLEF
(pays annually)
37.48%
(pays annually)
6/3/28
  98,978
Total
 
 
 
 
 
$(148,713)
40

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
 
Credit Default Swaps - Sell Protection (Centrally Cleared) 
Reference Entity
Notional
Amount(1)
(000's omitted)
Contract Annual
Fixed Rate(2)
Current
Market Annual
Fixed Rate(3)
Termination
Date
Value
Unamortized
Upfront
Receipts
(Payments)
Unrealized
Appreciation
(Depreciation)
Saudi Arabia
$3,009
1.00%
(pays quarterly)(4)
0.65
%
6/20/31
$50,013
$(22,352
)
$27,661
Total
$3,009
 
$50,013
$(22,352
)
$27,661
 
Credit Default Swaps - Buy Protection (Centrally Cleared) 
 
Reference Entity
Notional
Amount
(000's omitted)
Contract
Annual
Fixed Rate(2)
Termination
Date
Value
Unamortized
Upfront
Receipts
(Payments)
Unrealized
Appreciation
(Depreciation)
Bahrain
$
8,500
1.00%
(pays quarterly)(4)
12/20/35
$1,225,847
$(834,187
)
$391,660
Korea
 
147,330
1.00%
(pays quarterly)(4)
6/20/31
(5,170,244
)
4,460,436
(709,808
)
Markit CDX Emerging Markets Index
(CDX.EM.43.V1)
 
50
1.00%
(pays quarterly)(4)
6/20/30
19
(832
)
(813
)
Markit CDX Emerging Markets Index
(CDX.EM.44.V1)
 
34,255
1.00%
(pays quarterly)(4)
12/20/30
121,438
(679,243
)
(557,805
)
Markit CDX Emerging Markets Index
(CDX.EM.45.V1)
 
202,782
1.00%
(pays quarterly)(4)
6/20/31
3,716,091
(8,752,703
)
(5,036,612
)
Markit CDX North America High Yield
Index (CDX.NA.HY.45.V3)
 
107,754
5.00%
(pays quarterly)(4)
12/20/30
(8,726,716
)
8,194,951
(531,765
)
Markit CDX North America High Yield
Index (CDX.NA.HY.46.V2)
 
18,184
5.00%
(pays quarterly)(4)
6/20/31
(1,464,338
)
709,255
(755,083
)
Poland
 
27,220
1.00%
(pays quarterly)(4)
6/20/31
(610,469
)
408,176
(202,293
)
Qatar
 
40,962
1.00%
(pays quarterly)(4)
6/20/31
(1,171,172
)
871,304
(299,868
)
Saudi Arabia
 
54,737
1.00%
(pays quarterly)(4)
12/20/30
(931,609
)
496,580
(435,029
)
Saudi Arabia
 
51,000
1.00%
(pays quarterly)(4)
12/20/33
(545,589
)
43,036
(502,553
)
Saudi Arabia
 
46,290
1.00%
(pays quarterly)(4)
12/20/35
(229,246
)
(378,098
)
(607,344
)
Saudi Arabia
 
38,000
1.00%
(pays quarterly)(4)
6/20/36
(137,907
)
14,860
(123,047
)
South Africa
 
200,746
1.00%
(pays quarterly)(4)
12/20/30
1,055,490
(3,787,895
)
(2,732,405
)
Total
 
 
$(12,868,405
)
$765,640
$(12,102,765
)
41

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
 
Credit Default Swaps - Sell Protection (OTC) 
Reference Entity
Counterparty
Notional
Amount(1)
(000's omitted)
Contract Annual
Fixed Rate(2)
Current
Market
Annual
Fixed Rate(3)
Termination
Date
Value
Unamortized
Upfront
Receipts
(Payments)
Unrealized
Appreciation
(Depreciation)
Petroleos
Mexicanos
Barclays Bank PLC
$3,209
1.00%
(pays quarterly)(4)
0.97
%
12/20/26
$3,926
$15,696
$19,622
Petroleos
Mexicanos
Barclays Bank PLC
2,469
1.00%
(pays quarterly)(4)
0.97
12/20/26
3,021
14,309
17,330
Petroleos
Mexicanos
Barclays Bank PLC
3,075
1.00%
(pays quarterly)(4)
1.17
6/20/27
(1,235
)
45,349
44,114
Petroleos
Mexicanos
Barclays Bank PLC
5,717
1.00%
(pays quarterly)(4)
1.17
6/20/27
(2,295
)
72,257
69,962
Petroleos
Mexicanos
Goldman Sachs
International
1,146
1.00%
(pays quarterly)(4)
1.17
6/20/27
(460
)
13,981
13,521
Petroleos
Mexicanos
Goldman Sachs
International
5,789
1.00%
(pays quarterly)(4)
1.17
6/20/27
(2,324
)
71,103
68,779
Petroleos
Mexicanos
JPMorgan Chase
Bank, N.A.
2,193
1.00%
(pays quarterly)(4)
1.15
6/20/27
(398
)
30,000
29,602
Total
 
$23,598
 
$235
$262,695
$262,930
 
Credit Default Swaps - Buy Protection (OTC) 
Reference Entity
Counterparty
Notional
Amount
(000's omitted)
Contract
Annual
Fixed Rate(2)
Termination
Date
Value
Unamortized
Upfront
Receipts
(Payments)
Unrealized
Appreciation
(Depreciation)
Ecuador
Bank of America, N.A.
$963
5.00%
(pays quarterly)(4)
12/20/26
$(20,325
)
$6,799
$(13,526
)
Ecuador
Barclays Bank PLC
540
5.00%
(pays quarterly)(4)
12/20/26
(11,397
)
3,168
(8,229
)
Saudi Arabia
BNP Paribas
31,500
1.00%
(pays quarterly)(4)
12/20/30
(536,122
)
315,930
(220,192
)
Saudi Arabia
BNP Paribas
40,642
1.00%
(pays quarterly)(4)
12/20/30
(691,716
)
391,442
(300,274
)
Saudi Arabia
Goldman Sachs
International
28,800
1.00%
(pays quarterly)(4)
6/20/35
(182,011
)
(269,013
)
(451,024
)
United States
Barclays Bank PLC
38,049
0.25%
(pays quarterly)(4)
12/20/30
204,388
(164,973
)
39,415
United States
BNP Paribas
2,976
0.25%
(pays quarterly)(4)
12/20/30
15,986
(17,256
)
(1,270
)
United States
BNP Paribas
3,761
1.00%
(pays quarterly)(4)
6/20/31
21,185
(33,577
)
(12,392
)
United States
Deutsche Bank AG
1,984
0.25%
(pays quarterly)(4)
12/20/30
8,771
(9,771
)
(1,000
)
Total
 
 
$(1,191,241
)
$222,749
$(968,492
)
 
42

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
(1)
If the Portfolio is the seller of credit protection, the notional amount is the maximum potential amount of future payments the Portfolio could be required
to make if a credit event, as defined in the credit default swap agreement, were to occur. At July 31, 2026, such maximum potential amount for all
open credit default swaps in which the Portfolio is the seller was $26,607,000.
(2)
The contract annual fixed rate represents the fixed rate of interest received by the Portfolio (as a seller of protection) or paid by the Portfolio (as a buyer
of protection) on the notional amount of the credit default swap contract.
(3)
Current market annual fixed rates, utilized in determining the net unrealized appreciation or depreciation as of period end, serve as an indicator of the
market’s perception of the current status of the payment/performance risk associated with the credit derivative. The current market annual fixed rate of a
particular reference entity reflects the cost, as quoted by the pricing vendor, of selling protection against default of that entity as of period end and may
include upfront payments required to be made to enter into the agreement. The higher the fixed rate, the greater the market perceived risk of a credit
event involving the reference entity. A rate identified as “Defaulted” indicates a credit event has occurred for the reference entity.
(4)
Upfront payment is exchanged with the counterparty as a result of the standardized trading coupon.
 
Total Return Swaps (OTC) 
Counterparty
Notional Amount
(000's omitted)
Portfolio Receives
Portfolio Pays
Termination
Date
Value/Unrealized
Appreciation
(Depreciation)
Citibank, N.A.
USD
485
Total Return on GHS
5,302,000 Republic of
Ghana Government
Bonds, 8.35%,
2/16/27 (pays upon
termination)
Fully Funded1
2/16/27
$(17,022
)
Goldman Sachs
International
USD
6,544
SOFR - 0.25% on
Notional Amount (pays
upon termination)
Total Return on iShares
Semiconductor ETF (pays
upon termination)
8/5/26
(218,165
)
ICBC Standard Bank plc
USD
1,097
Total Return on
UZS 12,841,000,000
Uzbekistan Treasury
Bonds, 14.00%,
2/6/29 (pays upon
termination)
Fully Funded1
2/6/29
95,965
ICBC Standard Bank plc
USD
1,413
Total Return on
UZS 16,265,000,000
Uzbekistan Treasury
Bonds, 14.00%,
2/6/29 (pays upon
termination)
Fully Funded1
2/6/29
98,324
ICBC Standard Bank plc
USD
512
Total Return on
UZS 5,907,000,000
Uzbekistan Treasury
Bonds, 15.00%,
1/7/29 (pays upon
termination)
Fully Funded1
1/7/29
20,782
ICBC Standard Bank plc
USD
709
Total Return on
UZS 8,133,000,000
Uzbekistan Treasury
Bonds, 15.00%,
1/7/29 (pays upon
termination)
Fully Funded1
1/7/29
23,699
JPMorgan Chase Bank,
N.A.
AUD
12,231
Australian Overnight
Index Average on Notional
Amount (pays upon
termination)
Total Return on S&P/ASX
200 Banks Index (pays
upon termination)
11/30/26
(573,335
)
JPMorgan Chase Bank,
N.A.
AUD
9,078
Australian Overnight
Index Average on Notional
Amount (pays upon
termination)
Total Return on S&P/ASX
200 Banks Index (pays
upon termination)
11/30/26
(763,420
)
JPMorgan Chase Bank,
N.A.
AUD
6,930
Australian Overnight
Index Average on Notional
Amount (pays upon
termination)
Total Return on S&P/ASX
200 Banks Index (pays
upon termination)
11/30/26
(392,999
)
43

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Total Return Swaps (OTC) (continued)
Counterparty
Notional Amount
(000's omitted)
Portfolio Receives
Portfolio Pays
Termination
Date
Value/Unrealized
Appreciation
(Depreciation)
JPMorgan Chase Bank,
N.A.
USD
4,000
SOFR - 0.85% on
Notional Amount (pays
upon termination)
Total Return on J.P.
Morgan EMBI Global
Diversified Index (pays
upon termination)
8/14/26
$45,281
JPMorgan Chase Bank,
N.A.
USD
7,553
Total Return on EGP
445,950,000 Egypt
Treasury Bills, 0.00%,
3/16/27 (pays upon
termination)
SOFR + 0.75% on
Notional Amount (pays
upon termination)
3/16/27
(8,723
)
Standard Chartered Bank
USD
19,961
Total Return on EGP
1,025,825,000 Egypt
Treasury Bills, 0.00%,
9/15/26 (pays upon
termination)
SOFR + 0.75% on
Notional Amount (pays
upon termination)
9/15/26
(419,884
)
Standard Chartered Bank
USD
12,100
Total Return on EGP
701,350,000 Egypt
Treasury Bills, 0.00%,
3/16/27 (pays upon
termination)
SOFR + 0.75% on
Notional Amount (pays
upon termination)
10/14/26
(231,699
)
 
 
 
 
 
$(2,341,196
)
 
1
The Portfolio enters into fully funded total return swap agreements. Under these arrangements, the Portfolio does not make periodic payments to the
counterparty.
 
Abbreviations:
BUBOR
– Budapest Interbank Offered Rate
CMT
– Constant Maturity Treasury
COF
– Cost of Funds 11th District
EURIBOR
– Euro Interbank Offered Rate
FTSE
– Financial Times Stock Exchange
GDR
– Global Depositary Receipt
JIBAR
– Johannesburg Interbank Average Rate
KLIBOR
– Kuala Lumpur Interbank Offered Rate
 
LME
– London Metal Exchange
OTC
– Over-the-counter
PIK
– Payment In Kind
PRIBOR
– Prague Interbank Offered Rate
SOFR
– Secured Overnight Financing Rate
TAIBOR
– Taipei Interbank Offered Rate
TRLEF
Turkish Lira Overnight Reference Rate
WIBOR
– Warsaw Interbank Offered Rate
 
 
Currency Abbreviations:
AED
– United Arab Emirates Dirham
ALL
– Albanian Lek
AMD
– Armenian Dram
AUD
– Australian Dollar
BHD
– Bahraini Dinar
BRL
– Brazilian Real
CAD
– Canadian Dollar
CLP
– Chilean Peso
CNH
– Yuan Renminbi Offshore
CNY
– Yuan Renminbi
COP
– Colombian Peso
CZK
– Czech Koruna
EGP
– Egyptian Pound
 
EUR
– Euro
GBP
– British Pound Sterling
GEL
– Georgian Lari
GHS
– Ghanaian Cedi
HKD
– Hong Kong Dollar
HUF
– Hungarian Forint
IDR
– Indonesian Rupiah
ILS
– Israeli Shekel
INR
– Indian Rupee
ISK
– Icelandic Krona
JPY
– Japanese Yen
KES
– Kenyan Shilling
KRW
– South Korean Won
44

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
 
KWD
– Kuwaiti Dinar
KZT
– Kazakhstani Tenge
LKR
– Sri Lankan Rupee
MNT
– Mongolia Tughrik
MXN
– Mexican Peso
MYR
– Malaysian Ringgit
NGN
– Nigerian Naira
NZD
– New Zealand Dollar
OMR
– Omani Rial
PEN
– Peruvian Sol
PHP
– Philippine Peso
PLN
– Polish Zloty
RSD
– Serbian Dinar
RUB
– Russian Ruble
 
SAR
– Saudi Riyal
SEK
– Swedish Krona
SGD
– Singapore Dollar
TRY
– Turkish Lira
TWD
– New Taiwan Dollar
TZS
– Tanzanian Shilling
UAH
– Ukrainian Hryvnia
UGX
– Ugandan Shilling
USD
– United States Dollar
UYU
– Uruguayan Peso
UZS
– Uzbekistani Som
VND
– Viet Nam Dong
ZAR
– South African Rand
ZMW
– Zambian Kwacha
Basis for Consolidation
The Portfolio seeks to gain exposure to the commodity markets, in whole or in part, through investments in Eaton Vance GMP Commodity Subsidiary, Ltd. (the Subsidiary), a wholly-owned subsidiary of the Portfolio organized under the laws of the Cayman Islands with the same objective and investment policies and restrictions as the Portfolio. The Portfolio may invest up to 25% of its total assets in the Subsidiary. The net assets of the Subsidiary at July 31, 2026 were $21,216,574 or 0.5% of the Portfolio’s consolidated net assets. The Consolidated Portfolio of Investments includes positions of the Portfolio and the Subsidiary.
In the normal course of pursuing its investment objective, the Portfolio is subject to the following risks:
Commodity Risk: The Portfolio invested in commodities-linked derivative instruments, including futures style options, futures contracts and options thereon that provide exposure to the investment returns of certain commodities. Commodities-linked derivative instruments are used to enhance total return and/or as a substitute for the purchase or sale of commodities and to manage certain investment risks.
Credit Risk: The Portfolio entered into credit default swap contracts to manage certain investment risks and/or to enhance total return or as a substitute for the purchase or sale of securities.
Equity Price Risk: The Portfolio entered into equity index futures contracts and options thereon and total return swaps to enhance total return and/or to manage certain investment risks.
Foreign Exchange Risk: The Portfolio entered into forward foreign currency exchange contracts, forward volatility agreements and currency options to enhance total return, to seek to hedge against fluctuations in currency exchange rates and/or as a substitute for the purchase or sale of securities or currencies.
Interest Rate Risk: The Portfolio utilized various interest rate derivatives, including non-deliverable bond forward contracts, interest rate futures contracts and options thereon, interest rate swaps and swaptions and total return swaps to enhance total return, to seek to hedge against fluctuations in interest rates and/or to change the effective duration of its portfolio.
At July 31, 2026, the Portfolio had sufficient cash and/or securities to cover commitments under open derivative contracts.
45

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Reverse Repurchase Agreements
Reverse repurchase agreements outstanding as of July 31, 2026 were as follows: 
Counterparty
Trade
Date
Maturity
Date
Interest
Rate Paid
(Received)
 
Principal
Amount
Value
Including
Accrued
Interest
Nomura International PLC
7/30/26
On Demand(1)
3.93
%
$
14,316,760
$14,319,886
Total
 
 
$
14,316,760
$14,319,886
 
(1)
Open reverse repurchase agreement with no specific maturity date. Either party may terminate the agreement upon demand.
At July 31, 2026, the remaining contractual maturity of all open reverse repurchase agreements was overnight and continuous. At July 31, 2026, the underlying collateral for all open reverse repurchase agreements was comprised of Foreign Corporate Bonds having an aggregate market value of $15,077,575.
Based on the short-term nature of the borrowings under the reverse repurchase agreements, the carrying value of the payable for reverse repurchase agreements approximated its fair value at July 31, 2026. If measured at fair value, borrowings under the reverse repurchase agreements would have been considered as Level 2 in the fair value hierarchy at July 31, 2026.
Restricted Securities
At July 31, 2026, the Portfolio owned the following securities (representing 0.4% of net assets) which were restricted as to public resale and not registered under the Securities Act of 1933 (excluding Rule 144A securities). The Portfolio has various registration rights (exercisable under a variety of circumstances) with respect to these securities. The value of these securities is determined based on valuations provided by brokers when available, or if not available, they are valued at fair value using methods determined in good faith by or at the direction of the Trustees’ valuation designee. 
Description
Date(s) of
Acquisition
Shares
Cost
Value
Insurance Linked Securities
 
Mt. Logan Re Ltd., Series A-1
12/30/20
4,400
$4,400,000
$7,039,296
PartnerRe ILS Fund SAC Ltd.
1/2/24
5,700,000
5,700,000
8,322,000
Total Restricted Securities
 
$10,100,000
$15,361,296
Affiliated Investments
At July 31, 2026, the value of the Portfolio's investment in funds that may be deemed to be affiliated was $86,474,475, which represents 2.1% of the Portfolio's net assets. Transactions in such investments by the Portfolio for the fiscal year to date ended July 31, 2026 were as follows: 
Name
Value,
beginning
of period
Purchases
Sales
proceeds
Net
realized
gain (loss)
Change in
unrealized
appreciation
(depreciation)
Value, end
of period
Dividend
income
Shares,
end of period
Short-Term Investments
Liquidity Fund, Institutional Class(1)
$456,966,755
$2,138,069,231
$(2,508,561,511)
$ —
$ —
$86,474,475
$13,474,027
86,474,475
 
(1)
Represents investment in Morgan Stanley Institutional Liquidity Funds - Government Portfolio.
Fair Value Measurements
Under generally accepted accounting principles for fair value measurements, a three-tier hierarchy to prioritize the assumptions, referred to as inputs, is used in valuation techniques to measure fair value. The three-tier hierarchy of inputs is summarized in the three broad levels listed below.
• Level 1 – quoted prices in active markets for identical investments
46

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
• Level 2 – other significant observable inputs (including quoted prices for similar investments, interest rates, prepayment speeds, credit risk, etc.)
• Level 3 – significant unobservable inputs (including a fund's own assumptions in determining the fair value of investments)
In cases where the inputs used to measure fair value fall in different levels of the fair value hierarchy, the level disclosed is determined based on the lowest level input that is significant to the fair value measurement in its entirety. The inputs or methodology used for valuing securities are not necessarily an indication of the risk associated with investing in those securities.
At July 31, 2026, the hierarchy of inputs used in valuing the Portfolio’s investments and open derivative instruments, which are carried at fair value, were as follows: 
Asset Description 
Level 1
Level 2
Level 3*
Total
Collateralized Mortgage Obligations
$ —
$25,297,389
$ —
$25,297,389
Common Stocks
12,235,590
235,688,815
**
 —
247,924,405
Convertible Bonds
 —
320,116
 —
320,116
Credit Linked Notes
 —
1,544,522
 —
1,544,522
Foreign Corporate Bonds
 —
235,781,519
0
235,781,519
Insurance Linked Securities
 —
 —
53,295,782
53,295,782
Preferred Stocks
1,143,358
 —
 —
1,143,358
Senior Floating-Rate Loans (Less Unfunded Loan Commitments)
 —
32,017,808
 —
32,017,808
Sovereign Government Bonds
 —
1,365,573,089
 —
1,365,573,089
Sovereign Loans
 —
67,559,157
 —
67,559,157
U.S. Government Agency Mortgage-Backed Securities
 —
2,560,781
 —
2,560,781
U.S. Government Guaranteed Small Business Administration Loans
 —
2,239,646
 —
2,239,646
Short-Term Investments:
Affiliated Fund
86,474,475
 —
 —
86,474,475
Repurchase Agreements
 —
292,272,396
 —
292,272,396
Sovereign Government Securities
 —
528,031,432
 —
528,031,432
U.S. Treasury Obligations
 —
1,186,639,145
 —
1,186,639,145
Purchased Currency Options
 —
2,680,355
 —
2,680,355
Purchased Interest Rate Swaptions
 —
3,578,193
 —
3,578,193
Purchased Call Options
255,830
 —
 —
255,830
Purchased Put Options
2,551,382
 —
 —
2,551,382
Total Investments
$102,660,635
$3,981,784,363
$53,295,782
$4,137,740,780
Forward Foreign Currency Exchange Contracts
$ —
$40,441,174
$ —
$40,441,174
Forward Volatility Agreements
 —
83,324
 —
83,324
Futures Contracts
1,792,792
 —
 —
1,792,792
Purchased Call Futures Style Options
178,710
 —
 —
178,710
Swap Contracts
 —
13,885,104
 —
13,885,104
Total
$104,632,137
$4,036,193,965
$53,295,782
$4,194,121,884
Liability Description 
 
 
 
 
Securities Sold Short
$(85,838,434
)
$(208,543,567
)
$ —
$(294,382,001
)
Written Currency Options
 —
(1,623,930
)
 —
(1,623,930
)
Forward Foreign Currency Exchange Contracts
 —
(51,053,786
)
 —
(51,053,786
)
Non-Deliverable Bond Forward Contracts
 —
(61,691
)
 —
(61,691
)
Futures Contracts
(3,119,101
)
(1,105,746
)
 —
(4,224,847
)
Purchased Call Futures Style Options
(1,513,090
)
 —
 —
(1,513,090
)
47

Global Macro Portfolio
July 31, 2026
Consolidated Portfolio of Investments (Unaudited) — continued
Liability Description (continued)
Level 1
Level 2
Level 3
Total
Swap Contracts
$ —
$(31,168,190
)
$ —
$(31,168,190
)
Total
$(90,470,625
)
$(293,556,910
)
$ —
$(384,027,535
)
 
*
None of the unobservable inputs for Level 3 assets, individually or collectively, had a material impact on the Fund.
**
Includes foreign equity securities whose values were adjusted to reflect market trading of comparable securities or other correlated instruments that
occurred after the close of trading in their applicable foreign markets.
Level 3 investments at the beginning and/or end of the period in relation to net assets were not significant and accordingly, a reconciliation of Level 3 assets for the fiscal year to date ended July 31, 2026 is not presented.
Investment Valuation - Derivatives. Non-deliverable bond forward contracts are generally valued based on the current price of the underlying bond as provided by a third party pricing service and current interest rates. Forward volatility agreements are valued by a third party pricing service using techniques that consider factors including the volatility of the underlying instrument and the period of time until expiration.
Non-Deliverable Bond Forward Contracts - The Portfolio may enter into non-deliverable bond forward contracts for the purchase or sale of a bond denominated in a non-deliverable foreign currency at a fixed price on a future date. For non-deliverable bond forward contracts, gains and losses, based on changes in the value of the contracts, are recorded as unrealized until such time as the contracts have been closed.
Forward Volatility Agreements - Forward volatility agreements are transactions in which two parties agree to the purchase or sale of an option straddle on an underlying exchange rate at the expiration of the agreement. The strike volatility rate is determined at the trade date. At expiration, the amount settled is determined based on the Black Scholes formula, the then current spot exchange rate, interest rates, and the agreed upon implied volatility, and is recorded as a realized gain or loss. Changes in the value of the forward volatility agreement prior to the expiration date are recorded as unrealized gains or losses.
The primary risk associated with forward volatility agreements is the change in the volatility of the underlying exchange rate.
For additional information on the Portfolio's policy regarding the valuation of investments and other significant accounting policies, please refer to the Portfolio's most recent annual or semi-annual financial statements.
48