Asset Allocation

As of March 31, 2025.
Type % Net
Cash -1.69%
Stock 7.40%
Bond 78.82%
Convertible 0.00%
Preferred 0.00%
Other 15.47%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 36.98%    % Emerging Markets: 0.63%    % Unidentified Markets: 62.39%

Americas 21.06%
15.24%
Canada 2.03%
United States 13.21%
5.82%
As of March 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.55%
United Kingdom 3.10%
13.45%
France 0.35%
Germany 2.49%
Ireland 6.03%
Italy 2.70%
Portugal 0.42%
Spain 1.46%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 62.39%

Bond Credit Quality Exposure

AAA 2.80%
AA 0.21%
A 0.79%
BBB 8.12%
BB 6.52%
B 2.04%
Below B 0.13%
    CCC 0.13%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 14.10%
Not Available 65.29%
Short Term 0.00%
As of March 31, 2025
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Stock Sector Exposure

Cyclical --
Materials --
Consumer Discretionary --
Financials --
Real Estate --
Sensitive --
Communication Services --
Energy --
Industrials --
Information Technology --
Defensive --
Consumer Staples --
Health Care --
Utilities --
Not Classified --
Non Classified Equity --
Not Classified - Non Equity --
No Data Available
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Bond Sector Exposure

As of March 31, 2025
Type % Net
Government 0.14%
Corporate 11.28%
Securitized 39.56%
Municipal 0.00%
Other 49.02%
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Bond Maturity Exposure

Short Term
3.07%
Less than 1 Year
3.07%
Intermediate
74.21%
1 to 3 Years
17.93%
3 to 5 Years
21.89%
5 to 10 Years
34.40%
Long Term
22.52%
10 to 20 Years
17.14%
20 to 30 Years
3.43%
Over 30 Years
1.95%
Other
0.20%
As of March 31, 2025
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