Asset Allocation

As of June 30, 2025.
Type % Net
Cash -21.40%
Stock 0.00%
Bond 120.2%
Convertible 0.00%
Preferred 0.00%
Other 1.22%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 0.85%
Corporate 0.08%
Securitized 99.07%
Municipal 0.00%
Other 0.00%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 151.7%    % Emerging Markets: 0.00%    % Unidentified Markets: -51.68%

Americas 151.7%
149.9%
United States 149.9%
1.81%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -51.68%

Bond Credit Quality Exposure

AAA 3.23%
AA 52.56%
A 0.04%
BBB 0.35%
BB 0.02%
B 0.14%
Below B 1.03%
    CCC 0.97%
    CC 0.06%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.46%
Not Available 42.17%
Short Term 0.00%
As of June 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.81%
Less than 1 Year
0.81%
Intermediate
7.89%
1 to 3 Years
0.82%
3 to 5 Years
0.63%
5 to 10 Years
6.44%
Long Term
74.32%
10 to 20 Years
22.62%
20 to 30 Years
63.06%
Over 30 Years
-11.35%
Other
16.97%
As of June 30, 2025
View Bond Maturity Exposure
Start Trial