Asset Allocation

As of September 30, 2025.
Type % Net
Cash 6.82%
Stock 0.00%
Bond 121.3%
Convertible 0.00%
Preferred 0.00%
Other -28.09%
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Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 2.90%
Corporate 59.86%
Securitized 36.93%
Municipal 0.00%
Other 0.31%
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Region Exposure

% Developed Markets: 119.9%    % Emerging Markets: 0.00%    % Unidentified Markets: -19.92%

Americas 94.06%
91.34%
Canada 6.64%
United States 84.70%
2.72%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.70%
United Kingdom 6.72%
13.98%
France 3.33%
Germany 0.06%
Ireland 1.05%
Italy 2.01%
Netherlands 5.35%
Norway 0.43%
Spain 0.24%
Sweden 0.59%
Switzerland 0.92%
0.00%
0.00%
Greater Asia 5.16%
Japan 4.33%
0.61%
Australia 0.61%
0.22%
South Korea 0.22%
0.00%
Unidentified Region -19.92%

Bond Credit Quality Exposure

AAA 25.03%
AA 6.30%
A 22.05%
BBB 35.08%
BB 0.24%
B 0.12%
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 11.19%
Short Term 0.00%
As of September 30, 2025
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Bond Maturity Exposure

Short Term
33.52%
Less than 1 Year
33.52%
Intermediate
45.65%
1 to 3 Years
30.43%
3 to 5 Years
6.73%
5 to 10 Years
8.49%
Long Term
20.84%
10 to 20 Years
3.58%
20 to 30 Years
10.75%
Over 30 Years
6.50%
Other
0.00%
As of September 30, 2025
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