Asset Allocation

As of December 31, 2025.
Type % Net
Cash -27.81%
Stock 0.00%
Bond 89.48%
Convertible 0.00%
Preferred 0.17%
Other 38.16%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 31.62%
Corporate 33.25%
Securitized 33.81%
Municipal 0.00%
Other 1.32%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 59.43%    % Emerging Markets: 0.37%    % Unidentified Markets: 40.20%

Americas 53.62%
50.35%
Canada 1.12%
United States 49.23%
3.27%
Mexico 0.01%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.98%
United Kingdom 1.73%
2.25%
Denmark 0.00%
Finland 0.13%
France 0.53%
Ireland 0.44%
Italy 0.10%
Netherlands 0.18%
Norway 0.03%
Spain 0.30%
Switzerland 0.54%
0.00%
0.00%
Greater Asia 2.20%
Japan 1.34%
0.09%
Australia 0.07%
0.77%
Hong Kong 0.25%
Singapore 0.02%
South Korea 0.50%
0.00%
Unidentified Region 40.20%

Bond Credit Quality Exposure

AAA 19.78%
AA 43.24%
A 15.36%
BBB 11.95%
BB 0.98%
B 0.00%
Below B 0.05%
    CCC 0.03%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.02%
Not Rated 0.03%
Not Available 8.62%
Short Term 0.00%
As of December 31, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
4.87%
Less than 1 Year
4.87%
Intermediate
44.46%
1 to 3 Years
16.57%
3 to 5 Years
6.15%
5 to 10 Years
21.74%
Long Term
49.46%
10 to 20 Years
10.46%
20 to 30 Years
32.12%
Over 30 Years
6.88%
Other
1.21%
As of December 31, 2025
View Bond Maturity Exposure
Start Trial