Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.29%
Stock 0.00%
Bond 96.95%
Convertible 0.00%
Preferred 0.00%
Other -0.24%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 31.12%
Corporate 33.22%
Securitized 34.68%
Municipal 0.97%
Other 0.00%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 99.72%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.28%

Americas 83.82%
83.82%
United States 83.82%
0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.91%
United Kingdom 1.52%
14.38%
France 1.50%
Germany 3.13%
Ireland 1.53%
Italy 1.06%
Norway 0.51%
Spain 1.51%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.28%

Bond Credit Quality Exposure

AAA 11.60%
AA 32.02%
A 5.21%
BBB 20.18%
BB 1.97%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 4.06%
Not Available 24.96%
Short Term 0.00%
As of December 31, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
9.71%
Less than 1 Year
9.71%
Intermediate
50.03%
1 to 3 Years
14.80%
3 to 5 Years
12.24%
5 to 10 Years
22.99%
Long Term
39.77%
10 to 20 Years
7.74%
20 to 30 Years
31.51%
Over 30 Years
0.51%
Other
0.50%
As of December 31, 2025
View Bond Maturity Exposure
Start Trial