Asset Allocation

As of June 30, 2025.
Type % Net
Cash 3.77%
Stock 0.00%
Bond 101.4%
Convertible 0.00%
Preferred 0.00%
Other -5.17%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of June 30, 2025
Type % Net
Government 8.54%
Corporate 44.94%
Securitized 44.95%
Municipal 0.31%
Other 1.26%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 103.4%    % Emerging Markets: 1.25%    % Unidentified Markets: -4.68%

Americas 83.80%
79.30%
Canada 7.12%
United States 72.18%
4.50%
Brazil 1.18%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.26%
United Kingdom 5.78%
10.34%
Denmark 0.18%
France 3.14%
Germany 0.00%
Ireland 1.35%
Italy 1.83%
Netherlands 2.56%
Norway 0.16%
Spain 0.47%
Sweden 0.66%
0.00%
0.13%
Israel 0.13%
Greater Asia 4.63%
Japan 1.54%
2.62%
Australia 2.62%
0.46%
Singapore 0.14%
South Korea 0.32%
0.00%
Unidentified Region -4.68%

Bond Credit Quality Exposure

AAA 25.10%
AA 6.45%
A 20.33%
BBB 22.60%
BB 2.31%
B 0.23%
Below B 0.42%
    CCC 0.41%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.12%
Not Available 22.43%
Short Term 0.00%
As of June 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
22.81%
Less than 1 Year
22.81%
Intermediate
45.08%
1 to 3 Years
30.16%
3 to 5 Years
7.02%
5 to 10 Years
7.90%
Long Term
30.83%
10 to 20 Years
4.80%
20 to 30 Years
17.22%
Over 30 Years
8.81%
Other
1.28%
As of June 30, 2025
View Bond Maturity Exposure
Start Trial