Asset Allocation

As of October 31, 2025.
Type % Net
Cash 71.15%
Stock 0.00%
Bond 28.17%
Convertible 0.00%
Preferred 0.68%
Other 0.00%
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 70.25%
Corporate 9.88%
Securitized 0.00%
Municipal 19.83%
Other 0.04%
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Region Exposure

% Developed Markets: 61.94%    % Emerging Markets: 0.00%    % Unidentified Markets: 38.06%

Americas 51.70%
51.28%
Canada 2.68%
United States 48.61%
0.42%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.18%
United Kingdom 2.77%
6.17%
Finland 0.17%
France 2.48%
Germany 0.25%
Netherlands 0.94%
Norway 0.17%
Spain 0.17%
Sweden 0.69%
0.00%
0.24%
Greater Asia 1.07%
Japan 0.11%
0.76%
Australia 0.15%
0.19%
Singapore 0.19%
0.00%
Unidentified Region 38.06%

Bond Credit Quality Exposure

AAA 3.05%
AA 54.13%
A 7.83%
BBB 0.00%
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 0.00%
Not Available 34.99%
Short Term 0.00%
As of October 31, 2025
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Bond Maturity Exposure

Short Term
55.21%
Less than 1 Year
55.21%
Intermediate
25.40%
1 to 3 Years
24.82%
3 to 5 Years
0.17%
5 to 10 Years
0.41%
Long Term
19.22%
10 to 20 Years
5.53%
20 to 30 Years
12.00%
Over 30 Years
1.69%
Other
0.18%
As of October 31, 2025
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