Asset Allocation

As of December 31, 2025.
Type % Net
Cash 0.78%
Stock 0.81%
Bond 96.36%
Convertible 0.07%
Preferred 0.00%
Other 1.98%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 6.63%
Corporate 52.51%
Securitized 14.84%
Municipal 0.00%
Other 26.01%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 55.75%    % Emerging Markets: 15.47%    % Unidentified Markets: 28.78%

Americas 45.08%
33.24%
Canada 1.81%
United States 31.43%
11.83%
Argentina 1.85%
Brazil 0.42%
Chile 0.31%
Colombia 1.90%
Mexico 1.44%
Peru 0.13%
Venezuela 0.78%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.10%
United Kingdom 2.60%
13.33%
Austria 0.24%
Denmark 0.06%
France 0.38%
Germany 0.12%
Greece 0.04%
Ireland 8.16%
Italy 0.14%
Netherlands 2.38%
Spain 0.16%
Sweden 0.06%
3.13%
Czech Republic 0.15%
Turkey 2.44%
2.04%
Israel 0.41%
South Africa 0.25%
United Arab Emirates 0.36%
Greater Asia 5.04%
Japan 0.04%
0.18%
Australia 0.18%
1.83%
Hong Kong 0.75%
Singapore 0.66%
South Korea 0.06%
Taiwan 0.08%
2.99%
China 0.18%
India 0.67%
Indonesia 0.72%
Malaysia 0.00%
Philippines 0.13%
Thailand 0.12%
Unidentified Region 28.78%

Bond Credit Quality Exposure

AAA 3.73%
AA 0.41%
A 0.14%
BBB 3.30%
BB 36.41%
B 22.49%
Below B 4.28%
    CCC 3.61%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.67%
Not Rated 0.32%
Not Available 28.91%
Short Term 0.00%
As of December 31, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
2.33%
Less than 1 Year
2.33%
Intermediate
80.18%
1 to 3 Years
13.06%
3 to 5 Years
23.79%
5 to 10 Years
43.33%
Long Term
9.39%
10 to 20 Years
8.12%
20 to 30 Years
1.27%
Over 30 Years
0.00%
Other
8.11%
As of December 31, 2025
View Bond Maturity Exposure
Start Trial