Asset Allocation

As of March 31, 2025.
Type % Net
Cash 11.46%
Stock 2.87%
Bond 85.84%
Convertible 0.00%
Preferred 0.63%
Other -0.81%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of March 31, 2025
Type % Net
Government 5.25%
Corporate 77.44%
Securitized 5.86%
Municipal 0.18%
Other 11.27%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 89.51%    % Emerging Markets: 0.00%    % Unidentified Markets: 10.49%

Americas 72.84%
71.65%
Canada 3.37%
United States 68.28%
1.19%
As of March 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.16%
United Kingdom 0.06%
16.09%
Denmark 1.24%
France 0.66%
Germany 1.97%
Ireland 0.41%
Netherlands 2.51%
Norway 1.47%
Sweden 4.77%
0.00%
0.00%
Greater Asia 0.52%
Japan 0.00%
0.40%
0.11%
Singapore 0.11%
0.00%
Unidentified Region 10.49%

Bond Credit Quality Exposure

AAA 2.22%
AA 4.60%
A 1.33%
BBB 17.15%
BB 15.23%
B 21.12%
Below B 0.24%
    CCC 0.24%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 2.85%
Not Available 35.26%
Short Term 0.00%
As of March 31, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
28.00%
Less than 1 Year
28.00%
Intermediate
66.83%
1 to 3 Years
40.03%
3 to 5 Years
24.33%
5 to 10 Years
2.47%
Long Term
5.15%
10 to 20 Years
3.49%
20 to 30 Years
1.66%
Over 30 Years
0.00%
Other
0.02%
As of March 31, 2025
View Bond Maturity Exposure
Start Trial