Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.26%
Stock 0.00%
Bond 93.19%
Convertible 0.00%
Preferred 0.00%
Other 5.55%
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 22.87%
Corporate 11.50%
Securitized 58.75%
Municipal 0.29%
Other 6.59%
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Region Exposure

% Developed Markets: 91.94%    % Emerging Markets: 0.00%    % Unidentified Markets: 8.06%

Americas 91.94%
91.94%
Canada 2.27%
United States 89.68%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 8.06%

Bond Credit Quality Exposure

AAA 8.75%
AA 34.84%
A 11.40%
BBB 21.17%
BB 0.21%
B 0.35%
Below B 0.61%
    CCC 0.42%
    CC 0.19%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 3.99%
Not Available 18.69%
Short Term 0.00%
As of November 30, 2025
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Bond Maturity Exposure

Short Term
8.78%
Less than 1 Year
8.78%
Intermediate
46.44%
1 to 3 Years
3.79%
3 to 5 Years
15.96%
5 to 10 Years
26.68%
Long Term
44.79%
10 to 20 Years
10.10%
20 to 30 Years
33.52%
Over 30 Years
1.17%
Other
0.00%
As of November 30, 2025
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