Asset Allocation

As of June 30, 2025.
Type % Net
Cash 12.33%
Stock -2.70%
Bond 87.11%
Convertible 0.00%
Preferred 0.48%
Other 2.78%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 0.59%
Corporate 22.62%
Securitized 59.32%
Municipal 0.00%
Other 17.47%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 189.0%    % Emerging Markets: 0.34%    % Unidentified Markets: -89.31%

Americas 175.6%
172.2%
Canada 0.35%
United States 171.8%
3.42%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.23%
United Kingdom 12.36%
0.87%
France -0.09%
Ireland 0.67%
Netherlands 0.14%
0.00%
0.00%
Greater Asia 0.51%
Japan 0.00%
0.00%
0.29%
Hong Kong 0.11%
Singapore 0.18%
0.22%
China 0.22%
Unidentified Region -89.31%

Bond Credit Quality Exposure

AAA 6.22%
AA 57.61%
A 0.67%
BBB 1.65%
BB 4.89%
B 5.40%
Below B 0.87%
    CCC 0.87%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 3.16%
Not Available 19.52%
Short Term 0.00%
As of June 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
7.22%
Less than 1 Year
7.22%
Intermediate
13.11%
1 to 3 Years
2.85%
3 to 5 Years
5.49%
5 to 10 Years
4.77%
Long Term
79.07%
10 to 20 Years
8.11%
20 to 30 Years
68.25%
Over 30 Years
2.71%
Other
0.61%
As of June 30, 2025
View Bond Maturity Exposure
Start Trial