Asset Allocation

As of October 31, 2025.
Type % Net
Cash 3.24%
Stock 0.00%
Bond 105.4%
Convertible 0.00%
Preferred 0.00%
Other -8.61%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 17.32%
Corporate 79.54%
Securitized 0.00%
Municipal 0.00%
Other 3.14%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 94.67%    % Emerging Markets: 9.42%    % Unidentified Markets: -4.09%

Americas 34.65%
34.30%
Canada 0.40%
United States 33.90%
0.35%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 61.58%
United Kingdom 22.34%
32.84%
Austria 0.14%
Belgium 1.35%
Finland 1.06%
France 4.39%
Germany 6.12%
Greece 0.17%
Ireland 1.72%
Italy 2.17%
Netherlands 6.02%
Spain 1.68%
Sweden 1.07%
0.57%
5.83%
South Africa 4.51%
United Arab Emirates 0.26%
Greater Asia 7.86%
Japan 0.47%
4.66%
Australia 4.66%
0.00%
2.73%
India 0.49%
Philippines 2.23%
Unidentified Region -4.09%

Bond Credit Quality Exposure

AAA 2.42%
AA 17.74%
A 10.28%
BBB 27.97%
BB 24.04%
B 11.25%
Below B 0.43%
    CCC 0.43%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 5.88%
Short Term 0.00%
As of October 31, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.24%
Less than 1 Year
0.24%
Intermediate
81.74%
1 to 3 Years
5.75%
3 to 5 Years
28.89%
5 to 10 Years
47.10%
Long Term
16.63%
10 to 20 Years
11.07%
20 to 30 Years
4.38%
Over 30 Years
1.18%
Other
1.39%
As of October 31, 2025
View Bond Maturity Exposure
Start Trial