Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.63%
Stock 0.00%
Bond 97.64%
Convertible 0.00%
Preferred 0.31%
Other 1.43%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 4.25%
Corporate 81.15%
Securitized 6.62%
Municipal 1.15%
Other 6.85%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 88.75%    % Emerging Markets: 4.58%    % Unidentified Markets: 6.67%

Americas 79.49%
75.34%
Canada 2.39%
United States 72.95%
4.14%
Argentina 0.36%
Chile 0.30%
Colombia 0.15%
Mexico 2.20%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.16%
United Kingdom 3.11%
5.79%
Finland 0.17%
France 1.25%
Germany 0.11%
Ireland 1.03%
Netherlands 0.27%
Norway 0.27%
Spain 1.07%
Switzerland 0.75%
0.00%
1.25%
Egypt 0.18%
Israel 0.40%
Nigeria 0.30%
South Africa 0.22%
Greater Asia 3.69%
Japan 1.43%
0.09%
Australia 0.09%
2.05%
Hong Kong 0.62%
Singapore 0.58%
0.13%
Kazakhstan 0.13%
Unidentified Region 6.67%

Bond Credit Quality Exposure

AAA 1.85%
AA 8.69%
A 28.81%
BBB 45.23%
BB 8.13%
B 1.35%
Below B 0.89%
    CCC 0.89%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.59%
Not Available 4.48%
Short Term 0.00%
As of December 31, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
1.22%
Less than 1 Year
1.22%
Intermediate
52.29%
1 to 3 Years
5.76%
3 to 5 Years
13.84%
5 to 10 Years
32.69%
Long Term
42.77%
10 to 20 Years
18.26%
20 to 30 Years
16.26%
Over 30 Years
8.25%
Other
3.72%
As of December 31, 2025
View Bond Maturity Exposure
Start Trial