Asset Allocation

As of June 30, 2026.
Type % Net
Cash 0.10%
Stock 4.78%
Bond 72.18%
Convertible 0.00%
Preferred 19.39%
Other 3.55%
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 0.18%
Corporate 61.55%
Securitized 0.31%
Municipal 0.00%
Other 37.96%
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Region Exposure

% Developed Markets: 95.53%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.47%

Americas 75.88%
72.77%
Canada 7.72%
United States 65.05%
3.11%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.65%
United Kingdom 8.09%
11.56%
France 5.62%
Ireland 0.66%
Netherlands 1.24%
Spain 3.49%
Switzerland 0.55%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 4.47%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.08%
A 0.00%
BBB 47.43%
BB 48.98%
B 2.07%
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 1.44%
Short Term 0.00%
As of June 30, 2026
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Bond Maturity Exposure

Short Term
0.59%
Less than 1 Year
0.59%
Intermediate
0.79%
1 to 3 Years
0.03%
3 to 5 Years
0.00%
5 to 10 Years
0.76%
Long Term
53.91%
10 to 20 Years
9.49%
20 to 30 Years
24.03%
Over 30 Years
20.39%
Other
44.71%
As of June 30, 2026
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