Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.17%
Stock 0.01%
Bond 75.92%
Convertible 14.33%
Preferred 7.04%
Other 0.53%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 0.76%
Corporate 16.44%
Securitized 0.00%
Municipal 0.00%
Other 82.80%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 93.20%    % Emerging Markets: 6.27%    % Unidentified Markets: 0.54%

Americas 65.32%
62.04%
Canada 1.35%
United States 60.69%
3.28%
Mexico 0.74%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.37%
United Kingdom 0.01%
9.77%
France 2.53%
Germany 0.45%
Italy 4.76%
Netherlands 2.04%
0.00%
1.59%
Israel 1.59%
Greater Asia 22.77%
Japan 5.01%
1.11%
Australia 0.30%
11.13%
Hong Kong 4.86%
Singapore 2.97%
South Korea 2.03%
Taiwan 0.40%
5.52%
China 3.85%
India 1.67%
Unidentified Region 0.54%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.76%
A 8.89%
BBB 13.40%
BB 3.92%
B 0.00%
Below B 1.63%
    CCC 1.63%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 3.97%
Not Available 67.43%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
7.81%
Less than 1 Year
7.81%
Intermediate
91.62%
1 to 3 Years
19.07%
3 to 5 Years
59.07%
5 to 10 Years
13.48%
Long Term
0.57%
10 to 20 Years
0.57%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial