Asset Allocation

As of November 30, 2025.
Type % Net
Cash -5.09%
Stock 1.83%
Bond 94.62%
Convertible 0.00%
Preferred 0.06%
Other 8.57%
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 35.15%
Corporate 38.26%
Securitized 21.20%
Municipal 0.00%
Other 5.38%
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Region Exposure

% Developed Markets: 71.68%    % Emerging Markets: 15.20%    % Unidentified Markets: 13.12%

Americas 55.66%
46.97%
Canada 17.98%
United States 29.00%
8.68%
Argentina 1.00%
Brazil 0.00%
Colombia 1.86%
Mexico 0.58%
Peru 1.16%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 28.06%
United Kingdom 7.43%
13.60%
Austria 1.24%
France 2.30%
Germany 0.35%
Ireland 4.90%
Italy 0.71%
Netherlands 2.36%
Norway 0.13%
4.35%
Turkey 0.87%
2.69%
Egypt 0.22%
Nigeria 0.14%
Greater Asia 3.16%
Japan 0.49%
2.20%
Australia 2.20%
0.00%
0.47%
China 0.04%
Kazakhstan 0.10%
Unidentified Region 13.12%

Bond Credit Quality Exposure

AAA 12.28%
AA 12.99%
A 3.95%
BBB 18.54%
BB 10.52%
B 11.59%
Below B 2.57%
    CCC 2.57%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.19%
Not Available 27.37%
Short Term 0.00%
As of November 30, 2025
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Bond Maturity Exposure

Short Term
18.19%
Less than 1 Year
18.19%
Intermediate
59.17%
1 to 3 Years
11.43%
3 to 5 Years
26.01%
5 to 10 Years
21.74%
Long Term
22.52%
10 to 20 Years
11.11%
20 to 30 Years
10.28%
Over 30 Years
1.13%
Other
0.12%
As of November 30, 2025
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