Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.00%
Stock 0.00%
Bond 99.61%
Convertible 0.00%
Preferred 0.00%
Other 0.39%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 9.06%
Corporate 73.09%
Securitized 0.00%
Municipal 0.00%
Other 17.85%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 91.22%    % Emerging Markets: 0.40%    % Unidentified Markets: 8.38%

Americas 85.33%
84.78%
Canada 53.71%
United States 31.08%
0.55%
Chile 0.40%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.04%
United Kingdom 1.10%
4.94%
France 0.70%
Ireland 3.76%
Netherlands 0.33%
0.00%
0.00%
Greater Asia 0.25%
Japan 0.00%
0.25%
Australia 0.25%
0.00%
0.00%
Unidentified Region 8.38%

Bond Credit Quality Exposure

AAA 2.76%
AA 1.40%
A 0.80%
BBB 32.34%
BB 30.62%
B 9.37%
Below B 0.83%
    CCC 0.83%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.29%
Not Available 21.59%
Short Term 0.00%
As of June 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
4.85%
Less than 1 Year
4.85%
Intermediate
82.52%
1 to 3 Years
8.54%
3 to 5 Years
37.36%
5 to 10 Years
36.61%
Long Term
12.48%
10 to 20 Years
2.45%
20 to 30 Years
3.68%
Over 30 Years
6.35%
Other
0.16%
As of June 30, 2025
View Bond Maturity Exposure
Start Trial