Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.23%
Stock 0.00%
Bond 99.23%
Convertible 0.00%
Preferred 0.00%
Other 0.53%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 1.60%
Corporate 76.12%
Securitized 4.69%
Municipal 0.14%
Other 17.44%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 97.66%    % Emerging Markets: 0.49%    % Unidentified Markets: 1.85%

Americas 96.53%
96.53%
Canada 92.98%
United States 3.55%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.62%
United Kingdom 1.16%
0.47%
France 0.47%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.85%

Bond Credit Quality Exposure

AAA 4.37%
AA 2.18%
A 31.31%
BBB 52.43%
BB 0.51%
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 1.66%
Not Available 7.54%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
1.94%
Less than 1 Year
1.94%
Intermediate
94.29%
1 to 3 Years
43.10%
3 to 5 Years
30.78%
5 to 10 Years
20.40%
Long Term
3.72%
10 to 20 Years
0.72%
20 to 30 Years
0.59%
Over 30 Years
2.41%
Other
0.05%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial