Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.14%
Stock 0.00%
Bond 96.92%
Convertible 0.00%
Preferred 0.00%
Other 0.94%
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 36.67%
Corporate 27.94%
Securitized 3.84%
Municipal 24.74%
Other 6.81%
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Region Exposure

% Developed Markets: 96.81%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.19%

Americas 96.50%
96.50%
Canada 94.00%
United States 2.50%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.31%
United Kingdom 0.31%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 3.19%

Bond Credit Quality Exposure

AAA 36.21%
AA 17.59%
A 22.48%
BBB 10.72%
BB 0.00%
B 0.00%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.39%
Not Available 12.62%
Short Term 0.00%
As of October 31, 2025
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Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
67.77%
1 to 3 Years
15.14%
3 to 5 Years
19.76%
5 to 10 Years
32.88%
Long Term
32.23%
10 to 20 Years
12.95%
20 to 30 Years
10.94%
Over 30 Years
8.33%
Other
0.00%
As of October 31, 2025
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