Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.90%
Stock 1.67%
Bond 96.29%
Convertible 0.00%
Preferred 0.25%
Other -0.11%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 1.41%
Corporate 84.67%
Securitized 0.47%
Municipal 0.00%
Other 13.45%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 84.66%    % Emerging Markets: 0.01%    % Unidentified Markets: 15.33%

Americas 83.51%
83.31%
Canada 0.51%
United States 82.80%
0.20%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.16%
United Kingdom 0.55%
0.61%
France 0.38%
Germany 0.07%
Netherlands 0.13%
Sweden 0.03%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 15.33%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.06%
BBB 3.64%
BB 18.63%
B 34.19%
Below B 3.56%
    CCC 3.44%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.13%
Not Rated 0.50%
Not Available 39.42%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
2.55%
Less than 1 Year
2.55%
Intermediate
95.81%
1 to 3 Years
17.27%
3 to 5 Years
30.78%
5 to 10 Years
47.75%
Long Term
0.62%
10 to 20 Years
0.40%
20 to 30 Years
0.22%
Over 30 Years
0.00%
Other
1.02%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial