Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.00%
Stock 0.35%
Bond 97.53%
Convertible 0.00%
Preferred 0.14%
Other 1.98%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 30.77%
Corporate 26.29%
Securitized 41.12%
Municipal 0.00%
Other 1.82%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 86.69%    % Emerging Markets: 4.16%    % Unidentified Markets: 9.16%

Americas 84.12%
81.31%
Canada 1.04%
United States 80.27%
2.81%
Brazil 0.24%
Chile 0.25%
Colombia 0.21%
Mexico 0.79%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.77%
United Kingdom 0.81%
3.24%
France 0.12%
Germany 0.21%
Ireland 0.93%
Italy 0.17%
Netherlands 0.86%
Norway 0.28%
Spain 0.04%
Switzerland 0.38%
0.86%
Turkey 0.30%
0.86%
Israel 0.18%
South Africa 0.48%
Greater Asia 0.95%
Japan 0.04%
0.03%
Australia 0.03%
0.04%
Hong Kong 0.01%
Singapore 0.02%
0.85%
China 0.07%
Philippines 0.18%
Unidentified Region 9.16%

Bond Credit Quality Exposure

AAA 3.59%
AA 28.92%
A 4.08%
BBB 21.14%
BB 7.63%
B 1.89%
Below B 0.84%
    CCC 0.82%
    CC 0.00%
    C 0.01%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.10%
Not Available 30.80%
Short Term 0.00%
As of June 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
3.81%
Less than 1 Year
3.81%
Intermediate
55.27%
1 to 3 Years
11.03%
3 to 5 Years
15.75%
5 to 10 Years
28.49%
Long Term
40.29%
10 to 20 Years
12.25%
20 to 30 Years
26.62%
Over 30 Years
1.42%
Other
0.62%
As of June 30, 2025
View Bond Maturity Exposure
Start Trial