Asset Allocation

As of December 31, 2025.
Type % Net
Cash 9.00%
Stock 0.14%
Bond 88.84%
Convertible 0.00%
Preferred 0.46%
Other 1.57%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of December 31, 2025
Type % Net
Government 0.01%
Corporate 84.59%
Securitized 8.44%
Municipal 0.00%
Other 6.96%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 86.59%    % Emerging Markets: 0.53%    % Unidentified Markets: 12.88%

Americas 78.92%
77.75%
Canada 3.12%
United States 74.63%
1.17%
Chile 0.17%
Mexico 0.36%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.71%
United Kingdom 3.35%
3.35%
Austria 0.00%
Denmark 0.01%
Finland 0.00%
France 1.15%
Germany 0.43%
Greece 0.00%
Ireland 0.77%
Italy 0.32%
Netherlands 0.02%
Norway 0.00%
Spain 0.00%
Switzerland 0.00%
0.00%
0.00%
Greater Asia 1.50%
Japan 0.93%
0.02%
Australia 0.02%
0.55%
Hong Kong 0.07%
Singapore 0.48%
0.00%
Unidentified Region 12.88%

Bond Credit Quality Exposure

AAA 0.29%
AA 0.19%
A 0.54%
BBB 5.77%
BB 49.23%
B 29.86%
Below B 6.69%
    CCC 6.69%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.37%
Not Available 7.07%
Short Term 0.00%
As of December 31, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.42%
Less than 1 Year
0.42%
Intermediate
90.09%
1 to 3 Years
10.03%
3 to 5 Years
32.49%
5 to 10 Years
47.58%
Long Term
8.82%
10 to 20 Years
3.28%
20 to 30 Years
5.11%
Over 30 Years
0.43%
Other
0.66%
As of December 31, 2025
View Bond Maturity Exposure
Start Trial