Asset Allocation

As of December 31, 2025.
Type % Net
Cash 9.93%
Stock 0.03%
Bond 89.96%
Convertible 0.00%
Preferred 0.11%
Other -0.03%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 38.31%
Corporate 55.08%
Securitized 3.03%
Municipal 1.47%
Other 2.12%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 65.81%    % Emerging Markets: 30.42%    % Unidentified Markets: 3.77%

Americas 61.74%
45.71%
Canada 26.23%
United States 19.48%
16.03%
Argentina 0.96%
Brazil 1.06%
Chile 1.12%
Colombia 1.70%
Mexico 2.65%
Peru 1.12%
Venezuela 0.21%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.77%
United Kingdom 3.96%
9.21%
Austria 0.08%
Belgium 0.12%
Denmark 0.07%
Finland 0.05%
France 2.01%
Germany 1.40%
Greece 0.08%
Ireland 0.78%
Italy 0.78%
Netherlands 1.57%
Norway 0.06%
Portugal 0.02%
Spain 0.63%
Sweden 0.14%
Switzerland 0.13%
4.77%
Poland 0.58%
Turkey 2.12%
9.83%
Egypt 1.13%
Nigeria 0.82%
Qatar 0.71%
Saudi Arabia 0.75%
South Africa 1.03%
United Arab Emirates 1.65%
Greater Asia 6.72%
Japan 1.10%
0.17%
Australia 0.15%
1.17%
Hong Kong 0.45%
Singapore 0.27%
South Korea 0.21%
4.28%
China 0.17%
India 0.59%
Indonesia 0.88%
Kazakhstan 0.38%
Malaysia 0.48%
Pakistan 0.29%
Philippines 0.61%
Thailand 0.03%
Unidentified Region 3.77%

Bond Credit Quality Exposure

AAA 2.79%
AA 6.65%
A 9.32%
BBB 26.93%
BB 26.09%
B 13.44%
Below B 3.82%
    CCC 3.64%
    CC 0.00%
    C 0.17%
    DDD 0.00%
    DD 0.00%
    D 0.01%
Not Rated 0.17%
Not Available 10.78%
Short Term 0.00%
As of December 31, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
7.85%
Less than 1 Year
7.85%
Intermediate
62.75%
1 to 3 Years
11.72%
3 to 5 Years
20.06%
5 to 10 Years
30.98%
Long Term
27.35%
10 to 20 Years
12.65%
20 to 30 Years
11.18%
Over 30 Years
3.52%
Other
2.05%
As of December 31, 2025
View Bond Maturity Exposure
Start Trial