Asset Allocation

As of December 31, 2025.
Type % Net
Cash 3.96%
Stock 0.32%
Bond 99.78%
Convertible 0.00%
Preferred 0.01%
Other -4.07%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 3.51%
Corporate 62.31%
Securitized 0.05%
Municipal 0.00%
Other 34.13%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 65.82%    % Emerging Markets: 0.00%    % Unidentified Markets: 34.18%

Americas 64.06%
64.03%
Canada 0.59%
United States 63.44%
0.02%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.76%
United Kingdom 1.03%
0.74%
Austria 0.00%
France 0.30%
Germany 0.00%
Greece 0.00%
Ireland 0.11%
Netherlands 0.12%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
Australia 0.00%
0.00%
Singapore 0.00%
0.00%
Unidentified Region 34.18%

Bond Credit Quality Exposure

AAA 0.00%
AA 1.35%
A 0.03%
BBB 1.74%
BB 13.19%
B 28.38%
Below B 1.93%
    CCC 1.48%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.45%
Not Rated 0.61%
Not Available 52.77%
Short Term 0.00%
As of December 31, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
4.67%
Less than 1 Year
4.67%
Intermediate
92.84%
1 to 3 Years
20.54%
3 to 5 Years
24.83%
5 to 10 Years
47.47%
Long Term
0.04%
10 to 20 Years
0.04%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
2.45%
As of December 31, 2025
View Bond Maturity Exposure
Start Trial