Asset Allocation

As of November 30, 2025.
Type % Net
Cash 4.41%
Stock 0.43%
Bond 93.70%
Convertible 0.00%
Preferred 0.20%
Other 1.25%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 0.00%
Corporate 96.96%
Securitized 0.00%
Municipal 0.00%
Other 3.04%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 94.77%    % Emerging Markets: 1.00%    % Unidentified Markets: 4.23%

Americas 81.69%
80.24%
Canada 2.16%
United States 78.08%
1.46%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.02%
United Kingdom 2.65%
10.37%
Austria 0.18%
Denmark 0.67%
France 2.93%
Germany 0.72%
Ireland 0.42%
Italy 1.20%
Netherlands 1.95%
Spain 0.76%
0.00%
0.00%
Greater Asia 1.05%
Japan 0.31%
0.34%
Australia 0.34%
0.40%
Singapore 0.40%
0.00%
Unidentified Region 4.23%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.38%
BBB 3.12%
BB 49.96%
B 33.60%
Below B 8.96%
    CCC 8.88%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.08%
Not Rated 0.00%
Not Available 3.99%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.19%
Less than 1 Year
0.19%
Intermediate
96.02%
1 to 3 Years
8.02%
3 to 5 Years
40.22%
5 to 10 Years
47.79%
Long Term
3.34%
10 to 20 Years
1.83%
20 to 30 Years
1.51%
Over 30 Years
0.00%
Other
0.44%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial