Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.00%
Stock 0.34%
Bond 96.31%
Convertible 0.00%
Preferred 1.00%
Other 0.35%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 37.27%
Corporate 44.72%
Securitized 1.46%
Municipal 8.59%
Other 7.96%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 89.70%    % Emerging Markets: 8.02%    % Unidentified Markets: 2.28%

Americas 78.87%
75.01%
Canada 51.99%
United States 23.02%
3.86%
Argentina 0.00%
Brazil 0.31%
Chile 0.51%
Colombia 0.25%
Mexico 0.70%
Peru 0.27%
Venezuela 0.01%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.86%
United Kingdom 3.74%
7.92%
Belgium 0.16%
Denmark 0.14%
Finland 0.00%
France 0.85%
Germany 2.18%
Ireland 0.86%
Italy 0.03%
Netherlands 0.87%
Spain 2.46%
Switzerland 0.27%
0.41%
Czech Republic 0.08%
Poland 0.09%
Russia 0.00%
Turkey 0.07%
2.79%
Egypt 0.29%
Israel 0.08%
Nigeria 0.50%
Qatar 0.31%
Saudi Arabia 0.24%
South Africa 0.41%
United Arab Emirates 0.19%
Greater Asia 3.99%
Japan 1.11%
0.78%
Australia 0.78%
0.59%
Hong Kong 0.19%
Singapore 0.03%
South Korea 0.23%
1.51%
China 0.27%
India 0.15%
Indonesia 0.62%
Kazakhstan 0.00%
Malaysia 0.13%
Pakistan 0.00%
Philippines 0.13%
Thailand 0.10%
Unidentified Region 2.28%

Bond Credit Quality Exposure

AAA 19.83%
AA 17.82%
A 11.85%
BBB 24.93%
BB 10.27%
B 3.68%
Below B 0.02%
    CCC 0.02%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.41%
Not Available 11.17%
Short Term 0.00%
As of December 31, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
4.42%
Less than 1 Year
4.42%
Intermediate
67.88%
1 to 3 Years
9.14%
3 to 5 Years
18.87%
5 to 10 Years
39.88%
Long Term
24.79%
10 to 20 Years
8.11%
20 to 30 Years
11.72%
Over 30 Years
4.95%
Other
2.92%
As of December 31, 2025
View Bond Maturity Exposure
Start Trial