Asset Allocation

As of December 31, 2025.
Type % Net
Cash -6.81%
Stock 0.00%
Bond 106.9%
Convertible 0.00%
Preferred 0.00%
Other -0.13%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of December 31, 2025
Type % Net
Government -85.85%
Corporate 148.9%
Securitized 2.29%
Municipal 0.00%
Other 34.71%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 96.25%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.75%

Americas 90.33%
87.84%
Canada 74.81%
United States 13.03%
2.48%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.93%
United Kingdom 1.18%
4.75%
France 1.39%
Ireland 3.35%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 3.75%

Bond Credit Quality Exposure

AAA -80.85%
AA 1.60%
A 19.55%
BBB 107.6%
BB 0.63%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 9.08%
Not Available 42.40%
Short Term 0.00%
As of December 31, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
27.63%
Less than 1 Year
27.63%
Intermediate
72.39%
1 to 3 Years
54.47%
3 to 5 Years
9.73%
5 to 10 Years
8.19%
Long Term
-0.03%
10 to 20 Years
0.00%
20 to 30 Years
-0.03%
Over 30 Years
0.00%
Other
0.00%
As of December 31, 2025
View Bond Maturity Exposure
Start Trial