Asset Allocation

As of July 31, 2025.
Type % Net
Cash 23.32%
Stock 0.00%
Bond 71.64%
Convertible 0.00%
Preferred 0.00%
Other 5.04%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 38.03%
Corporate 60.66%
Securitized 0.00%
Municipal 0.00%
Other 1.31%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 94.96%    % Emerging Markets: 0.00%    % Unidentified Markets: 5.04%

Americas 64.77%
64.77%
Canada 7.31%
United States 57.46%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.38%
United Kingdom 3.05%
13.32%
Denmark 2.53%
Finland 0.15%
France 1.36%
Germany 4.17%
Netherlands 0.50%
Norway 2.96%
Sweden 0.87%
Switzerland 0.13%
0.00%
0.00%
Greater Asia 13.81%
Japan 0.78%
12.70%
Australia 9.99%
0.33%
Singapore 0.33%
0.00%
Unidentified Region 5.04%

Bond Credit Quality Exposure

AAA --
AA --
A --
BBB --
BB --
B --
Below B --
    CCC --
    CC --
    C --
    DDD --
    DD --
    D --
Not Rated --
Not Available --
Short Term --
No Data Available
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term --
Less than 1 Year --
Intermediate --
1 to 3 Years --
3 to 5 Years --
5 to 10 Years --
Long Term --
10 to 20 Years --
20 to 30 Years --
Over 30 Years --
Other --
No Data Available
View Bond Maturity Exposure
Start Trial