Asset Allocation

As of June 30, 2026.
Type % Net
Cash -9.26%
Stock 5.94%
Bond 114.4%
Convertible 0.00%
Preferred 0.10%
Other -11.23%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 52.40%
Corporate 19.88%
Securitized 24.38%
Municipal 0.42%
Other 2.93%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 112.0%    % Emerging Markets: 20.44%    % Unidentified Markets: -32.47%

Americas 109.1%
98.01%
Canada 1.35%
United States 96.66%
11.14%
Argentina 0.01%
Brazil 3.15%
Chile 0.80%
Colombia 2.16%
Mexico 1.14%
Peru 1.84%
Venezuela 0.04%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.54%
United Kingdom 3.51%
5.94%
Austria 0.01%
Belgium 0.23%
Denmark 0.27%
Finland 0.02%
France 0.84%
Germany 0.23%
Greece 0.01%
Ireland 1.60%
Italy 0.53%
Netherlands 0.72%
Norway 0.06%
Spain 0.51%
Sweden 0.13%
Switzerland 0.25%
2.39%
Czech Republic 0.44%
Poland 0.88%
Russia 0.00%
Turkey 0.31%
3.71%
Egypt 0.29%
Israel 0.18%
Nigeria 0.05%
Qatar 0.08%
Saudi Arabia 0.34%
South Africa 2.33%
United Arab Emirates 0.15%
Greater Asia 7.78%
Japan 1.81%
0.57%
Australia 0.57%
0.50%
Hong Kong 0.03%
Singapore 0.08%
South Korea 0.30%
Taiwan 0.08%
4.90%
China 1.59%
India 0.07%
Indonesia 0.65%
Kazakhstan 0.11%
Malaysia 1.56%
Philippines 0.29%
Thailand 0.53%
Unidentified Region -32.47%

Bond Credit Quality Exposure

AAA 8.81%
AA 34.09%
A 7.67%
BBB 10.15%
BB 10.94%
B 3.08%
Below B 1.77%
    CCC 1.32%
    CC 0.28%
    C 0.11%
    DDD 0.00%
    DD 0.00%
    D 0.07%
Not Rated 2.64%
Not Available 20.85%
Short Term 0.00%
As of June 30, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
10.49%
Less than 1 Year
10.49%
Intermediate
37.51%
1 to 3 Years
9.43%
3 to 5 Years
11.05%
5 to 10 Years
17.03%
Long Term
49.74%
10 to 20 Years
13.52%
20 to 30 Years
22.90%
Over 30 Years
13.32%
Other
2.26%
As of June 30, 2026
View Bond Maturity Exposure
Start Trial