Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.00%
Stock 0.03%
Bond 99.19%
Convertible 0.00%
Preferred 0.00%
Other 0.78%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 9.89%
Corporate 83.81%
Securitized 0.17%
Municipal 0.00%
Other 6.13%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 95.27%    % Emerging Markets: 1.43%    % Unidentified Markets: 3.29%

Americas 82.69%
81.02%
Canada 4.47%
United States 76.55%
1.67%
Chile 0.01%
Colombia 0.44%
Mexico 0.40%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.78%
United Kingdom 4.16%
7.23%
Finland 0.38%
France 1.39%
Germany 1.98%
Ireland 1.14%
Netherlands 0.39%
Switzerland 0.27%
0.00%
0.39%
Israel 0.39%
Greater Asia 2.24%
Japan 0.00%
2.24%
Australia 2.24%
0.00%
0.00%
Unidentified Region 3.29%

Bond Credit Quality Exposure

AAA 0.00%
AA 2.83%
A 0.22%
BBB 8.61%
BB 42.53%
B 32.48%
Below B 4.04%
    CCC 3.71%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.33%
Not Rated 0.07%
Not Available 9.23%
Short Term 0.00%
As of June 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
12.39%
Less than 1 Year
12.39%
Intermediate
80.27%
1 to 3 Years
16.66%
3 to 5 Years
40.64%
5 to 10 Years
22.96%
Long Term
6.45%
10 to 20 Years
1.80%
20 to 30 Years
4.41%
Over 30 Years
0.24%
Other
0.90%
As of June 30, 2025
View Bond Maturity Exposure
Start Trial