Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.25%
Stock 0.00%
Bond 98.88%
Convertible 0.00%
Preferred 0.00%
Other 0.87%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 19.79%
Corporate 35.21%
Securitized 38.00%
Municipal 6.19%
Other 0.80%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 95.26%    % Emerging Markets: 0.40%    % Unidentified Markets: 4.34%

Americas 93.03%
92.83%
Canada 1.85%
United States 90.98%
0.20%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.67%
United Kingdom 0.28%
0.99%
Ireland 0.33%
Spain 0.45%
Switzerland 0.20%
0.00%
0.40%
Saudi Arabia 0.40%
Greater Asia 0.96%
Japan 0.00%
0.96%
Australia 0.96%
0.00%
0.00%
Unidentified Region 4.34%

Bond Credit Quality Exposure

AAA 9.31%
AA 29.67%
A 23.18%
BBB 15.47%
BB 0.14%
B 0.03%
Below B 0.14%
    CCC 0.14%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.49%
Not Available 21.56%
Short Term 0.00%
As of June 30, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
2.50%
Less than 1 Year
2.50%
Intermediate
40.46%
1 to 3 Years
5.71%
3 to 5 Years
7.14%
5 to 10 Years
27.61%
Long Term
57.04%
10 to 20 Years
17.07%
20 to 30 Years
36.30%
Over 30 Years
3.67%
Other
0.00%
As of June 30, 2026
View Bond Maturity Exposure
Start Trial