Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.29%
Stock 0.00%
Bond 95.46%
Convertible 0.00%
Preferred 0.00%
Other 1.25%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 19.02%
Corporate 2.82%
Securitized 78.15%
Municipal 0.00%
Other 0.00%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 135.5%    % Emerging Markets: 2.42%    % Unidentified Markets: -37.95%

Americas 133.9%
132.6%
United States 132.6%
1.31%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.02%
United Kingdom 2.42%
1.60%
Ireland 1.60%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -37.95%

Bond Credit Quality Exposure

AAA 22.63%
AA 64.55%
A 1.80%
BBB 1.08%
BB 1.26%
B 0.00%
Below B 0.17%
    CCC 0.15%
    CC 0.01%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.22%
Not Available 8.29%
Short Term 0.00%
As of December 31, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
20.31%
1 to 3 Years
0.27%
3 to 5 Years
6.52%
5 to 10 Years
13.53%
Long Term
77.82%
10 to 20 Years
22.64%
20 to 30 Years
40.18%
Over 30 Years
15.00%
Other
1.88%
As of December 31, 2025
View Bond Maturity Exposure
Start Trial