Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.00%
Stock 0.00%
Bond 99.35%
Convertible 0.00%
Preferred 0.00%
Other 0.65%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 0.00%
Corporate 0.37%
Securitized 0.00%
Municipal 99.63%
Other 0.00%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 99.25%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.75%

Americas 99.25%
99.25%
United States 99.25%
0.00%
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 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.75%

Bond Credit Quality Exposure

AAA 9.02%
AA 49.42%
A 29.84%
BBB 6.29%
BB 2.05%
B 0.16%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.26%
Not Available 2.97%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
1.02%
Less than 1 Year
1.02%
Intermediate
25.04%
1 to 3 Years
2.01%
3 to 5 Years
6.29%
5 to 10 Years
16.73%
Long Term
73.93%
10 to 20 Years
34.84%
20 to 30 Years
34.44%
Over 30 Years
4.66%
Other
0.00%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial