Asset Allocation

As of December 31, 2025.
Type % Net
Cash 2.06%
Stock 0.00%
Bond 97.94%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 45.95%
Corporate 40.48%
Securitized 5.11%
Municipal 0.00%
Other 8.46%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 97.94%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.06%

Americas 95.68%
94.38%
Canada 1.81%
United States 92.56%
1.31%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.26%
United Kingdom 0.00%
2.26%
Italy 1.92%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.06%

Bond Credit Quality Exposure

AAA 1.14%
AA 46.83%
A 5.02%
BBB 13.70%
BB 17.84%
B 10.22%
Below B 2.16%
    CCC 2.16%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 3.10%
Short Term 0.00%
As of December 31, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
10.62%
Less than 1 Year
10.62%
Intermediate
44.24%
1 to 3 Years
10.39%
3 to 5 Years
10.56%
5 to 10 Years
23.30%
Long Term
39.80%
10 to 20 Years
25.44%
20 to 30 Years
14.37%
Over 30 Years
0.00%
Other
5.34%
As of December 31, 2025
View Bond Maturity Exposure
Start Trial