Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.47%
Stock 0.00%
Bond 96.77%
Convertible 0.00%
Preferred 0.21%
Other 0.54%
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Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 9.51%
Corporate 51.49%
Securitized 0.42%
Municipal 22.78%
Other 15.81%
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Region Exposure

% Developed Markets: 99.16%    % Emerging Markets: 0.07%    % Unidentified Markets: 0.77%

Americas 99.17%
98.98%
Canada 93.98%
United States 5.00%
0.19%
Venezuela 0.03%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.03%
United Kingdom 0.01%
0.02%
France 0.02%
0.00%
0.00%
Greater Asia 0.03%
Japan 0.00%
0.00%
0.00%
0.03%
China 0.03%
Philippines 0.00%
Unidentified Region 0.77%

Bond Credit Quality Exposure

AAA 9.19%
AA 14.50%
A 39.92%
BBB 26.49%
BB 1.48%
B 0.01%
Below B 0.01%
    CCC 0.00%
    CC 0.00%
    C 0.01%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.87%
Not Available 7.54%
Short Term 0.00%
As of December 31, 2025
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Bond Maturity Exposure

Short Term
3.04%
Less than 1 Year
3.04%
Intermediate
90.23%
1 to 3 Years
32.69%
3 to 5 Years
35.09%
5 to 10 Years
22.44%
Long Term
6.73%
10 to 20 Years
0.37%
20 to 30 Years
0.08%
Over 30 Years
6.27%
Other
0.01%
As of December 31, 2025
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