Asset Allocation

As of June 30, 2026.
Type % Net
Cash 2.16%
Stock 5.16%
Bond 87.19%
Convertible 0.00%
Preferred 0.00%
Other 5.50%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 51.87%    % Emerging Markets: 28.97%    % Unidentified Markets: 19.16%

Americas 46.92%
4.88%
United States 4.88%
42.05%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.95%
United Kingdom 0.09%
0.19%
Ireland 0.19%
6.28%
Turkey 6.28%
11.39%
Egypt 1.15%
Qatar 1.80%
Saudi Arabia 1.33%
United Arab Emirates 0.40%
Greater Asia 15.96%
Japan 0.00%
0.00%
0.00%
15.96%
Indonesia 8.18%
Malaysia 6.77%
Pakistan 1.02%
Unidentified Region 19.16%

Bond Credit Quality Exposure

AAA 0.00%
AA 4.04%
A 32.65%
BBB 31.24%
BB 5.53%
B 5.39%
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 21.16%
Short Term 0.00%
As of June 30, 2026
View Bond Credit Quality Exposure
Start Trial

Stock Sector Exposure

Cyclical --
Materials --
Consumer Discretionary --
Financials --
Real Estate --
Sensitive --
Communication Services --
Energy --
Industrials --
Information Technology --
Defensive --
Consumer Staples --
Health Care --
Utilities --
Not Classified --
Non Classified Equity --
No Data Available
View Region Exposure
Start Trial

Bond Sector Exposure

As of June 30, 2026
Type % Net
Government 32.35%
Corporate 53.19%
Securitized 0.00%
Municipal 0.00%
Other 14.46%
View Bond Sector Exposure
Start Trial

Bond Maturity Exposure

Short Term
28.55%
Less than 1 Year
28.55%
Intermediate
69.93%
1 to 3 Years
24.21%
3 to 5 Years
28.89%
5 to 10 Years
16.83%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
1.52%
As of June 30, 2026
View Bond Maturity Exposure
Start Trial