Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.72%
Stock 0.00%
Bond 96.99%
Convertible 0.00%
Preferred 0.00%
Other -0.71%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 0.00%
Corporate 2.78%
Securitized 0.00%
Municipal 97.22%
Other 0.00%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 99.05%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.95%

Americas 88.82%
81.24%
United States 81.24%
7.59%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 10.22%
Japan 0.00%
0.00%
10.22%
0.00%
Unidentified Region 0.95%

Bond Credit Quality Exposure

AAA 5.77%
AA 45.22%
A 16.69%
BBB 17.65%
BB 5.14%
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 4.40%
Not Available 5.14%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.95%
Less than 1 Year
0.95%
Intermediate
33.63%
1 to 3 Years
6.31%
3 to 5 Years
5.52%
5 to 10 Years
21.80%
Long Term
65.42%
10 to 20 Years
37.58%
20 to 30 Years
25.19%
Over 30 Years
2.65%
Other
0.00%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial