Asset Allocation

As of September 30, 2025.
Type % Net
Cash 2.87%
Stock 0.00%
Bond 91.73%
Convertible 0.00%
Preferred 0.00%
Other 5.40%
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 4.26%
Corporate 93.84%
Securitized 0.00%
Municipal 0.00%
Other 1.89%
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Region Exposure

% Developed Markets: 87.79%    % Emerging Markets: 3.36%    % Unidentified Markets: 8.85%

Americas 37.84%
37.17%
Canada 2.15%
United States 35.02%
0.67%
Mexico 0.24%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 51.28%
United Kingdom 18.44%
29.53%
Austria 0.26%
Belgium 0.12%
France 4.76%
Germany 4.33%
Greece 0.24%
Ireland 2.29%
Italy 2.29%
Netherlands 7.27%
Norway 0.22%
Spain 1.96%
Sweden 1.45%
Switzerland 0.29%
0.04%
Czech Republic 0.04%
Poland -0.01%
Turkey 0.01%
3.27%
Israel -0.05%
South Africa 2.16%
United Arab Emirates 1.17%
Greater Asia 2.04%
Japan 0.00%
1.43%
Australia 1.43%
0.23%
South Korea 0.23%
0.38%
India 0.38%
Unidentified Region 8.85%

Bond Credit Quality Exposure

AAA 0.00%
AA 5.16%
A 20.37%
BBB 37.20%
BB 21.57%
B 10.25%
Below B 0.40%
    CCC 0.40%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 5.05%
Short Term 0.00%
As of September 30, 2025
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Bond Maturity Exposure

Short Term
5.00%
Less than 1 Year
5.00%
Intermediate
87.11%
1 to 3 Years
19.58%
3 to 5 Years
32.75%
5 to 10 Years
34.78%
Long Term
6.43%
10 to 20 Years
1.83%
20 to 30 Years
4.38%
Over 30 Years
0.22%
Other
1.46%
As of September 30, 2025
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