Asset Allocation

As of June 30, 2025.
Type % Net
Cash 7.27%
Stock 1.03%
Bond 86.45%
Convertible 0.00%
Preferred 0.46%
Other 4.79%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 6.25%
Corporate 60.47%
Securitized 5.28%
Municipal 0.00%
Other 28.00%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 60.37%    % Emerging Markets: 0.21%    % Unidentified Markets: 39.42%

Americas 36.50%
34.30%
Canada 2.09%
United States 32.21%
2.20%
Brazil -0.00%
Chile 0.04%
Mexico -0.00%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.40%
United Kingdom 4.12%
19.12%
Austria -0.00%
Denmark 0.16%
Finland 0.13%
France 2.13%
Germany 2.11%
Greece 0.25%
Ireland 4.80%
Italy 1.93%
Netherlands 0.99%
Norway 0.26%
Portugal 1.29%
Spain 0.31%
Sweden 0.33%
Switzerland 0.26%
0.16%
Czech Republic 0.16%
-0.00%
Israel -0.00%
Greater Asia 0.68%
Japan 0.42%
0.01%
Australia 0.01%
0.24%
Hong Kong -0.00%
Singapore -0.00%
South Korea 0.25%
0.00%
China 0.00%
Unidentified Region 39.42%

Bond Credit Quality Exposure

AAA 3.50%
AA 2.53%
A -0.09%
BBB 7.03%
BB 22.14%
B 21.76%
Below B 2.46%
    CCC 1.45%
    CC 0.49%
    C -0.00%
    DDD 0.00%
    DD 0.00%
    D 0.53%
Not Rated 3.97%
Not Available 36.70%
Short Term 0.00%
As of June 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
6.26%
Less than 1 Year
6.26%
Intermediate
80.88%
1 to 3 Years
14.75%
3 to 5 Years
36.07%
5 to 10 Years
30.07%
Long Term
5.92%
10 to 20 Years
4.84%
20 to 30 Years
0.40%
Over 30 Years
0.68%
Other
6.93%
As of June 30, 2025
View Bond Maturity Exposure
Start Trial