Asset Allocation

As of June 30, 2025.
Type % Net
Cash 0.79%
Stock 1.94%
Bond 89.33%
Convertible 0.00%
Preferred 2.99%
Other 4.96%
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Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 2.27%
Corporate 64.14%
Securitized 0.00%
Municipal 0.00%
Other 33.58%
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Region Exposure

% Developed Markets: 90.48%    % Emerging Markets: 1.34%    % Unidentified Markets: 8.17%

Americas 49.75%
47.30%
Canada 5.07%
United States 42.24%
2.45%
Chile 0.17%
Mexico 1.17%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 39.38%
United Kingdom 10.21%
29.17%
Austria 1.31%
Belgium 1.28%
Denmark 0.00%
Finland 0.19%
France 6.20%
Germany 3.12%
Ireland 1.35%
Italy 1.33%
Netherlands 5.87%
Norway 0.67%
Spain 4.21%
Sweden 0.29%
Switzerland 3.35%
0.00%
0.00%
Greater Asia 2.69%
Japan 2.66%
-0.00%
Australia -0.00%
0.03%
Singapore 0.03%
South Korea 0.00%
0.01%
Philippines 0.01%
Unidentified Region 8.17%

Bond Credit Quality Exposure

AAA 0.19%
AA 0.09%
A 4.15%
BBB 51.70%
BB 40.18%
B 1.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 2.69%
Short Term 0.00%
As of June 30, 2025
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Bond Maturity Exposure

Short Term
1.78%
Less than 1 Year
1.78%
Intermediate
2.12%
1 to 3 Years
0.52%
3 to 5 Years
0.00%
5 to 10 Years
1.60%
Long Term
30.68%
10 to 20 Years
1.29%
20 to 30 Years
17.13%
Over 30 Years
12.26%
Other
65.42%
As of June 30, 2025
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