Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.00%
Stock 0.00%
Bond 99.21%
Convertible 0.00%
Preferred 0.00%
Other 0.79%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 47.32%
Corporate 25.39%
Securitized 26.53%
Municipal 0.42%
Other 0.34%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 98.06%    % Emerging Markets: 1.13%    % Unidentified Markets: 0.81%

Americas 95.39%
94.79%
Canada 1.08%
United States 93.71%
0.61%
Chile 0.07%
Mexico 0.26%
Peru 0.08%
Venezuela 0.03%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.38%
United Kingdom 0.88%
1.34%
Austria 0.05%
Finland 0.02%
France 0.09%
Germany 0.20%
Ireland 0.14%
Italy 0.02%
Netherlands 0.16%
Norway 0.04%
Spain 0.12%
Sweden 0.05%
Switzerland 0.04%
0.07%
Poland 0.06%
0.09%
Israel 0.07%
Greater Asia 1.41%
Japan 0.58%
0.12%
Australia 0.12%
0.26%
Hong Kong 0.02%
Singapore 0.11%
South Korea 0.13%
0.46%
China 0.02%
Indonesia 0.09%
Philippines 0.34%
Unidentified Region 0.81%

Bond Credit Quality Exposure

AAA 2.86%
AA 53.65%
A 11.42%
BBB 12.27%
BB 0.18%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 19.63%
Short Term 0.00%
As of June 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
2.06%
Less than 1 Year
2.06%
Intermediate
55.12%
1 to 3 Years
16.07%
3 to 5 Years
20.68%
5 to 10 Years
18.38%
Long Term
42.82%
10 to 20 Years
11.19%
20 to 30 Years
31.33%
Over 30 Years
0.30%
Other
0.00%
As of June 30, 2025
View Bond Maturity Exposure
Start Trial