Asset Allocation

As of December 31, 2025.
Type % Net
Cash -0.11%
Stock 1.14%
Bond 98.82%
Convertible 0.00%
Preferred 0.00%
Other 0.15%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 2.92%
Corporate 47.83%
Securitized 2.41%
Municipal 0.00%
Other 46.84%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 50.91%    % Emerging Markets: 0.00%    % Unidentified Markets: 49.09%

Americas 49.01%
49.00%
Canada 0.01%
United States 48.99%
0.01%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.89%
United Kingdom 0.62%
1.27%
Austria 0.00%
France 0.00%
Germany 0.46%
Greece 0.00%
Ireland 0.00%
Netherlands 0.54%
Sweden 0.00%
0.00%
0.00%
Greater Asia 0.01%
Japan 0.00%
0.00%
Australia 0.00%
0.00%
Singapore 0.00%
0.00%
Unidentified Region 49.09%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.56%
A 0.60%
BBB 3.21%
BB 14.79%
B 15.28%
Below B 2.48%
    CCC 2.27%
    CC 0.21%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.03%
Not Available 63.04%
Short Term 0.00%
As of December 31, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
2.97%
Less than 1 Year
2.97%
Intermediate
94.57%
1 to 3 Years
14.88%
3 to 5 Years
27.80%
5 to 10 Years
51.89%
Long Term
2.41%
10 to 20 Years
1.11%
20 to 30 Years
1.14%
Over 30 Years
0.16%
Other
0.05%
As of December 31, 2025
View Bond Maturity Exposure
Start Trial