Asset Allocation

As of June 30, 2026.
Type % Net
Cash 8.97%
Stock 0.00%
Bond 84.72%
Convertible 0.00%
Preferred 0.00%
Other 6.31%
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Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 6.97%
Corporate 41.65%
Securitized 50.79%
Municipal 0.59%
Other 0.00%
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Region Exposure

% Developed Markets: 73.74%    % Emerging Markets: 0.21%    % Unidentified Markets: 26.05%

Americas 71.23%
70.22%
Canada 3.82%
United States 66.40%
1.02%
Chile 0.21%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.58%
United Kingdom 0.18%
2.11%
Germany 0.80%
Netherlands 1.30%
0.00%
0.30%
United Arab Emirates 0.30%
Greater Asia 0.14%
Japan 0.14%
0.00%
0.00%
0.00%
Unidentified Region 26.05%

Bond Credit Quality Exposure

AAA 27.01%
AA 11.92%
A 10.66%
BBB 30.01%
BB 3.98%
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 3.03%
Not Available 13.39%
Short Term 0.00%
As of June 30, 2026
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Bond Maturity Exposure

Short Term
39.13%
Less than 1 Year
39.13%
Intermediate
50.07%
1 to 3 Years
28.66%
3 to 5 Years
9.61%
5 to 10 Years
11.80%
Long Term
10.50%
10 to 20 Years
1.34%
20 to 30 Years
2.81%
Over 30 Years
6.35%
Other
0.30%
As of June 30, 2026
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