Asset Allocation

As of December 31, 2025.
Type % Net
Cash 14.29%
Stock 0.00%
Bond 85.52%
Convertible 0.00%
Preferred 0.00%
Other 0.19%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 77.54%
Corporate 18.08%
Securitized 0.08%
Municipal 2.29%
Other 2.01%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 94.78%    % Emerging Markets: 5.02%    % Unidentified Markets: 0.20%

Americas 56.04%
53.59%
Canada 29.05%
United States 24.54%
2.44%
Mexico 2.44%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 34.04%
United Kingdom 5.35%
27.20%
Austria 0.15%
Belgium 0.11%
Denmark 0.07%
Finland 0.11%
France 7.89%
Germany 5.53%
Ireland 0.54%
Italy 8.14%
Norway 0.18%
Spain 4.30%
1.07%
Poland 0.33%
0.42%
South Africa 0.22%
Greater Asia 9.72%
Japan 7.07%
1.01%
Australia 0.76%
0.76%
Singapore 0.76%
0.87%
China 0.87%
Unidentified Region 0.20%

Bond Credit Quality Exposure

AAA 10.09%
AA 34.32%
A 23.79%
BBB 17.31%
BB 0.25%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.09%
Not Available 14.15%
Short Term 0.00%
As of December 31, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
6.78%
Less than 1 Year
6.78%
Intermediate
61.49%
1 to 3 Years
18.80%
3 to 5 Years
26.91%
5 to 10 Years
15.78%
Long Term
31.73%
10 to 20 Years
19.31%
20 to 30 Years
11.77%
Over 30 Years
0.65%
Other
0.00%
As of December 31, 2025
View Bond Maturity Exposure
Start Trial