Asset Allocation

As of June 30, 2025.
Type % Net
Cash 7.91%
Stock 1.04%
Bond 65.33%
Convertible 0.00%
Preferred 1.46%
Other 24.25%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 2.56%
Corporate 0.08%
Securitized 3.77%
Municipal 0.00%
Other 93.59%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 8.62%    % Emerging Markets: 0.00%    % Unidentified Markets: 91.38%

Americas 8.62%
7.49%
United States 7.49%
1.14%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 91.38%

Bond Credit Quality Exposure

AAA 0.37%
AA 2.22%
A 0.67%
BBB 1.61%
BB 0.06%
B 0.03%
Below B 0.02%
    CCC 0.00%
    CC 0.00%
    C 0.02%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.13%
Not Available 94.88%
Short Term 0.00%
As of June 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
43.99%
Less than 1 Year
43.99%
Intermediate
45.70%
1 to 3 Years
42.60%
3 to 5 Years
0.91%
5 to 10 Years
2.19%
Long Term
5.61%
10 to 20 Years
0.60%
20 to 30 Years
4.84%
Over 30 Years
0.17%
Other
4.70%
As of June 30, 2025
View Bond Maturity Exposure
Start Trial