Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.26%
Stock 0.00%
Bond 98.81%
Convertible 0.00%
Preferred 0.00%
Other 0.92%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 24.52%
Corporate 34.46%
Securitized 40.75%
Municipal 0.00%
Other 0.27%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 90.38%    % Emerging Markets: 2.41%    % Unidentified Markets: 7.21%

Americas 85.66%
82.85%
Canada 0.18%
United States 82.67%
2.81%
Brazil 0.09%
Chile 0.11%
Colombia 0.49%
Mexico 1.19%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.23%
United Kingdom 2.73%
3.25%
France 0.72%
Ireland 1.02%
Italy 0.10%
Netherlands 0.48%
Spain 0.14%
Switzerland 0.60%
0.13%
Turkey 0.13%
0.12%
Israel 0.03%
United Arab Emirates 0.09%
Greater Asia 0.90%
Japan 0.42%
0.48%
Australia 0.48%
0.00%
0.00%
Unidentified Region 7.21%

Bond Credit Quality Exposure

AAA 4.46%
AA 29.65%
A 4.85%
BBB 22.66%
BB 10.43%
B 3.32%
Below B 0.75%
    CCC 0.51%
    CC 0.24%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 3.87%
Not Available 20.00%
Short Term 0.00%
As of September 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
1.88%
Less than 1 Year
1.88%
Intermediate
46.83%
1 to 3 Years
8.03%
3 to 5 Years
13.38%
5 to 10 Years
25.43%
Long Term
50.68%
10 to 20 Years
17.94%
20 to 30 Years
28.08%
Over 30 Years
4.66%
Other
0.61%
As of September 30, 2025
View Bond Maturity Exposure
Start Trial