Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.09%
Stock 3.36%
Bond 76.24%
Convertible 0.00%
Preferred 17.38%
Other 2.94%
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 0.11%
Corporate 59.33%
Securitized 0.29%
Municipal 0.00%
Other 40.28%
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Region Exposure

% Developed Markets: 96.85%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.15%

Americas 74.18%
71.56%
Canada 9.06%
United States 62.51%
2.61%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.68%
United Kingdom 8.73%
13.94%
France 5.90%
Germany 0.19%
Ireland 0.63%
Netherlands 1.12%
Spain 5.48%
Switzerland 0.62%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 3.15%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.05%
A 0.00%
BBB 43.25%
BB 54.37%
B 1.16%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 1.16%
Short Term 0.00%
As of June 30, 2025
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Bond Maturity Exposure

Short Term
0.08%
Less than 1 Year
0.08%
Intermediate
1.39%
1 to 3 Years
0.68%
3 to 5 Years
0.00%
5 to 10 Years
0.71%
Long Term
52.36%
10 to 20 Years
9.24%
20 to 30 Years
22.30%
Over 30 Years
20.82%
Other
46.16%
As of June 30, 2025
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