Asset Allocation

As of December 31, 2025.
Type % Net
Cash 4.48%
Stock 0.00%
Bond 94.80%
Convertible 0.00%
Preferred 0.00%
Other 0.72%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 34.85%
Corporate 23.87%
Securitized 40.53%
Municipal 0.58%
Other 0.16%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 98.61%    % Emerging Markets: 1.33%    % Unidentified Markets: 0.06%

Americas 95.53%
93.75%
Canada 0.40%
United States 93.35%
1.77%
Mexico 0.23%
Peru 0.00%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.28%
United Kingdom 1.18%
2.46%
France 0.23%
Ireland 0.77%
Netherlands 0.59%
Spain 0.29%
Switzerland 0.28%
0.26%
Poland 0.11%
0.38%
Israel 0.23%
Saudi Arabia 0.08%
United Arab Emirates 0.07%
Greater Asia 0.13%
Japan 0.03%
0.03%
Australia 0.03%
0.03%
South Korea 0.03%
0.03%
India 0.03%
Unidentified Region 0.06%

Bond Credit Quality Exposure

AAA 14.79%
AA 42.39%
A 6.39%
BBB 14.50%
BB 0.44%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 2.42%
Not Available 19.07%
Short Term 0.00%
As of December 31, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
11.08%
Less than 1 Year
11.08%
Intermediate
36.31%
1 to 3 Years
8.74%
3 to 5 Years
11.37%
5 to 10 Years
16.19%
Long Term
52.32%
10 to 20 Years
16.59%
20 to 30 Years
32.14%
Over 30 Years
3.59%
Other
0.29%
As of December 31, 2025
View Bond Maturity Exposure
Start Trial