Asset Allocation

As of November 30, 2025.
Type % Net
Cash -1.20%
Stock 0.00%
Bond 102.1%
Convertible 0.00%
Preferred 0.00%
Other -0.86%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government -32.15%
Corporate 130.4%
Securitized 0.00%
Municipal 0.00%
Other 1.71%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 98.25%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.75%

Americas 92.79%
92.32%
Canada 81.21%
United States 11.12%
0.47%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.46%
United Kingdom 0.00%
5.46%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.75%

Bond Credit Quality Exposure

AAA -8.45%
AA -23.69%
A -0.59%
BBB 10.30%
BB 43.65%
B 55.73%
Below B 6.24%
    CCC 6.24%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.00%
Not Available 16.83%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
-13.34%
Less than 1 Year
-13.34%
Intermediate
102.0%
1 to 3 Years
32.90%
3 to 5 Years
55.65%
5 to 10 Years
13.41%
Long Term
10.27%
10 to 20 Years
0.00%
20 to 30 Years
3.35%
Over 30 Years
6.93%
Other
1.10%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial