Asset Allocation

As of November 30, 2025.
Type % Net
Cash 6.24%
Stock 0.38%
Bond 92.07%
Convertible 0.00%
Preferred 0.10%
Other 1.21%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 61.65%
Corporate 32.89%
Securitized 2.70%
Municipal 1.05%
Other 1.72%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 91.21%    % Emerging Markets: 3.32%    % Unidentified Markets: 5.47%

Americas 83.58%
80.38%
Canada 3.54%
United States 76.84%
3.20%
Argentina 0.07%
Brazil 0.97%
Colombia 0.42%
Mexico 0.89%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.96%
United Kingdom 2.76%
6.09%
Austria 0.01%
Belgium 0.76%
Denmark 0.19%
Finland 0.02%
France 1.06%
Germany 1.02%
Ireland 0.38%
Italy 0.09%
Netherlands 0.86%
Norway 0.02%
Portugal 0.05%
Spain 0.11%
Sweden 0.08%
Switzerland 0.31%
0.11%
0.00%
Israel 0.00%
Greater Asia 1.99%
Japan 1.37%
0.48%
Australia 0.48%
0.15%
Hong Kong 0.03%
Singapore 0.12%
0.00%
Unidentified Region 5.47%

Bond Credit Quality Exposure

AAA 4.94%
AA 52.23%
A 4.24%
BBB 11.44%
BB 11.46%
B 6.28%
Below B 1.59%
    CCC 1.52%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.07%
Not Rated 0.41%
Not Available 7.42%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
3.68%
Less than 1 Year
3.68%
Intermediate
70.91%
1 to 3 Years
5.01%
3 to 5 Years
10.67%
5 to 10 Years
55.22%
Long Term
24.76%
10 to 20 Years
3.69%
20 to 30 Years
19.82%
Over 30 Years
1.25%
Other
0.65%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial