Asset Allocation

As of June 30, 2026.
Type % Net
Cash 1.09%
Stock 2.66%
Bond 86.86%
Convertible 0.00%
Preferred 7.36%
Other 2.03%
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 0.82%
Corporate 61.14%
Securitized 0.00%
Municipal 0.00%
Other 38.04%
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Region Exposure

% Developed Markets: 97.60%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.40%

Americas 67.78%
67.60%
Canada 13.62%
United States 53.98%
0.18%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.19%
United Kingdom 8.48%
18.71%
Finland 1.39%
France 5.68%
Germany 0.80%
Netherlands 2.43%
Norway 0.09%
Spain 3.59%
Sweden 0.61%
Switzerland 4.13%
0.00%
0.00%
Greater Asia 2.62%
Japan 2.62%
0.00%
0.00%
0.00%
Unidentified Region 2.40%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.03%
A 3.27%
BBB 69.20%
BB 27.34%
B 0.01%
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 0.16%
Short Term 0.00%
As of June 30, 2026
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Bond Maturity Exposure

Short Term
0.43%
Less than 1 Year
0.43%
Intermediate
1.12%
1 to 3 Years
0.04%
3 to 5 Years
0.82%
5 to 10 Years
0.26%
Long Term
41.08%
10 to 20 Years
2.23%
20 to 30 Years
12.98%
Over 30 Years
25.87%
Other
57.37%
As of June 30, 2026
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