Asset Allocation

As of March 31, 2025.
Type % Net
Cash 0.53%
Stock 0.32%
Bond 95.81%
Convertible 0.00%
Preferred 0.00%
Other 3.34%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of March 31, 2025
Type % Net
Government 18.32%
Corporate 49.98%
Securitized 29.68%
Municipal 2.02%
Other 0.00%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 122.8%    % Emerging Markets: 1.90%    % Unidentified Markets: -24.66%

Americas 110.2%
109.2%
Canada 2.08%
United States 107.1%
1.04%
Mexico 0.25%
Peru 0.78%
As of March 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.04%
United Kingdom 5.29%
5.58%
Belgium 0.41%
France 1.65%
Ireland 0.63%
Netherlands 1.52%
Spain 0.13%
Switzerland 0.94%
0.42%
Czech Republic 0.15%
0.75%
Saudi Arabia 0.28%
United Arab Emirates 0.46%
Greater Asia 2.42%
Japan 1.80%
0.46%
Australia 0.46%
0.00%
0.16%
Unidentified Region -24.66%

Bond Credit Quality Exposure

AAA 3.88%
AA 44.76%
A 16.03%
BBB 21.10%
BB 1.69%
B 0.06%
Below B 0.16%
    CCC 0.02%
    CC 0.04%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.10%
Not Rated 0.24%
Not Available 12.09%
Short Term 0.00%
As of March 31, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
1.59%
Less than 1 Year
1.59%
Intermediate
42.24%
1 to 3 Years
10.69%
3 to 5 Years
16.00%
5 to 10 Years
15.55%
Long Term
53.85%
10 to 20 Years
9.89%
20 to 30 Years
17.32%
Over 30 Years
26.63%
Other
2.32%
As of March 31, 2025
View Bond Maturity Exposure
Start Trial