Asset Allocation

As of September 30, 2025.
Type % Net
Cash 0.24%
Stock 0.00%
Bond 99.45%
Convertible 0.00%
Preferred 0.00%
Other 0.31%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of September 30, 2025
Type % Net
Government 0.00%
Corporate 0.18%
Securitized 0.00%
Municipal 99.82%
Other 0.00%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 98.89%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.11%

Americas 98.13%
98.13%
United States 98.13%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.76%
Japan 0.00%
0.00%
0.76%
0.00%
Unidentified Region 1.11%

Bond Credit Quality Exposure

AAA 1.04%
AA 61.76%
A 25.13%
BBB 7.42%
BB 0.00%
B 0.26%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 2.22%
Not Available 2.17%
Short Term 0.00%
As of September 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.28%
Less than 1 Year
0.28%
Intermediate
34.28%
1 to 3 Years
0.68%
3 to 5 Years
5.66%
5 to 10 Years
27.94%
Long Term
65.44%
10 to 20 Years
35.07%
20 to 30 Years
25.82%
Over 30 Years
4.55%
Other
0.00%
As of September 30, 2025
View Bond Maturity Exposure
Start Trial