Asset Allocation

As of March 31, 2025.
Type % Net
Cash 3.46%
Stock 0.00%
Bond 96.30%
Convertible 0.00%
Preferred 0.00%
Other 0.24%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of March 31, 2025
Type % Net
Government 6.88%
Corporate 46.74%
Securitized 36.93%
Municipal 0.00%
Other 9.45%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 83.39%    % Emerging Markets: 3.98%    % Unidentified Markets: 12.63%

Americas 72.11%
66.20%
Canada 1.65%
United States 64.56%
5.91%
Chile 1.01%
Mexico 1.66%
As of March 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.31%
United Kingdom 3.90%
8.10%
France 1.25%
Germany 0.74%
Ireland 0.70%
Italy 1.38%
Netherlands 0.97%
Norway 0.78%
Spain 0.33%
0.31%
0.00%
Greater Asia 2.95%
Japan 1.47%
0.46%
Australia 0.46%
0.39%
0.63%
Malaysia 0.63%
Unidentified Region 12.63%

Bond Credit Quality Exposure

AAA 3.64%
AA 18.71%
A 11.58%
BBB 39.62%
BB 9.41%
B 0.85%
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 16.19%
Short Term 0.00%
As of March 31, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
2.30%
Less than 1 Year
2.30%
Intermediate
39.10%
1 to 3 Years
7.68%
3 to 5 Years
9.25%
5 to 10 Years
22.17%
Long Term
54.65%
10 to 20 Years
7.93%
20 to 30 Years
31.01%
Over 30 Years
15.71%
Other
3.95%
As of March 31, 2025
View Bond Maturity Exposure
Start Trial