Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.42%
Stock 0.00%
Bond 97.01%
Convertible 0.00%
Preferred 0.00%
Other 0.57%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 40.14%
Corporate 59.86%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 95.01%    % Emerging Markets: 2.21%    % Unidentified Markets: 2.77%

Americas 38.38%
37.76%
Canada 5.56%
United States 32.19%
0.63%
Mexico 0.63%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.45%
United Kingdom 16.42%
35.29%
Austria 0.09%
Belgium 4.03%
Denmark 1.41%
Finland 0.16%
France 5.30%
Germany 8.17%
Ireland 0.98%
Italy 0.66%
Netherlands 4.88%
Portugal 0.19%
Spain 0.91%
Sweden 0.88%
Switzerland 1.25%
0.73%
0.00%
Greater Asia 6.40%
Japan 4.07%
2.32%
Australia 2.32%
0.00%
0.00%
Unidentified Region 2.77%

Bond Credit Quality Exposure

AAA 8.83%
AA 27.44%
A 18.28%
BBB 34.27%
BB 3.85%
B 0.94%
Below B 0.29%
    CCC 0.26%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.03%
Not Rated 0.01%
Not Available 6.08%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
4.78%
Less than 1 Year
4.78%
Intermediate
77.38%
1 to 3 Years
3.39%
3 to 5 Years
14.59%
5 to 10 Years
59.40%
Long Term
17.19%
10 to 20 Years
14.47%
20 to 30 Years
1.00%
Over 30 Years
1.73%
Other
0.65%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial