Asset Allocation

As of July 31, 2026.
Type % Net
Cash 67.82%
Stock 0.00%
Bond 31.53%
Convertible 0.00%
Preferred 0.65%
Other 0.00%
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Bond Sector Exposure

As of July 31, 2026
Type % Net
Government 66.39%
Corporate 6.80%
Securitized 0.00%
Municipal 26.81%
Other 0.00%
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Region Exposure

% Developed Markets: 67.38%    % Emerging Markets: 0.00%    % Unidentified Markets: 32.62%

Americas 54.17%
54.17%
Canada 2.58%
United States 51.59%
0.00%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.53%
United Kingdom 4.41%
5.11%
Finland 0.40%
France 1.83%
Ireland 0.30%
Netherlands 0.37%
Norway 0.46%
Spain 0.24%
Sweden 0.76%
0.00%
0.00%
Greater Asia 3.68%
Japan 0.81%
1.79%
Australia 1.61%
1.08%
Singapore 1.08%
0.00%
Unidentified Region 32.62%

Bond Credit Quality Exposure

AAA 8.50%
AA 65.20%
A 4.04%
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 22.26%
Short Term 0.00%
As of July 31, 2026
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Bond Maturity Exposure

Short Term
37.50%
Less than 1 Year
37.50%
Intermediate
34.64%
1 to 3 Years
34.32%
3 to 5 Years
0.00%
5 to 10 Years
0.32%
Long Term
26.66%
10 to 20 Years
6.26%
20 to 30 Years
20.03%
Over 30 Years
0.38%
Other
1.20%
As of July 31, 2026
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