Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.00%
Stock 0.53%
Bond 91.21%
Convertible 0.00%
Preferred 2.22%
Other 6.03%
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 0.14%
Corporate 75.89%
Securitized 0.00%
Municipal 0.00%
Other 23.97%
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Region Exposure

% Developed Markets: 89.01%    % Emerging Markets: 0.98%    % Unidentified Markets: 10.01%

Americas 79.75%
78.45%
Canada 2.65%
United States 75.80%
1.30%
Mexico 0.10%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.76%
United Kingdom 2.73%
6.82%
Austria 0.23%
Denmark 0.20%
France 2.00%
Germany 0.47%
Ireland 0.33%
Italy 0.82%
Netherlands 1.74%
Spain 0.38%
0.00%
0.21%
Israel 0.21%
Greater Asia 0.49%
Japan 0.00%
0.28%
Australia 0.28%
0.11%
Hong Kong 0.11%
0.10%
China 0.10%
Unidentified Region 10.01%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.94%
BBB 6.36%
BB 37.54%
B 28.81%
Below B 5.31%
    CCC 4.86%
    CC 0.11%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.34%
Not Rated 0.00%
Not Available 21.03%
Short Term 0.00%
As of June 30, 2025
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Bond Maturity Exposure

Short Term
0.94%
Less than 1 Year
0.94%
Intermediate
95.96%
1 to 3 Years
14.53%
3 to 5 Years
41.91%
5 to 10 Years
39.52%
Long Term
2.42%
10 to 20 Years
1.19%
20 to 30 Years
1.03%
Over 30 Years
0.20%
Other
0.68%
As of June 30, 2025
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