Asset Allocation

As of November 30, 2025.
Type % Net
Cash 4.22%
Stock 0.21%
Bond 88.57%
Convertible 0.00%
Preferred 0.08%
Other 6.93%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 58.40%
Corporate 24.11%
Securitized 11.58%
Municipal 2.75%
Other 3.16%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 81.20%    % Emerging Markets: 7.71%    % Unidentified Markets: 11.10%

Americas 71.33%
62.09%
Canada 20.93%
United States 41.16%
9.24%
Brazil 2.62%
Chile 0.41%
Colombia 0.64%
Mexico 1.16%
Peru 0.69%
Venezuela 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.73%
United Kingdom 3.55%
10.82%
Austria 0.03%
Belgium 2.06%
Finland 0.01%
France 1.01%
Germany 5.99%
Ireland 0.41%
Italy 0.01%
Netherlands 0.54%
Spain 0.65%
0.02%
Poland 0.02%
1.36%
Saudi Arabia 0.00%
South Africa 1.35%
Greater Asia 1.84%
Japan 0.99%
0.27%
Australia 0.01%
0.49%
Hong Kong 0.48%
Singapore 0.00%
South Korea 0.01%
0.09%
China 0.09%
Philippines 0.00%
Unidentified Region 11.10%

Bond Credit Quality Exposure

AAA 23.10%
AA 36.74%
A 6.36%
BBB 10.71%
BB 11.87%
B 1.27%
Below B 0.55%
    CCC 0.35%
    CC 0.06%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.15%
Not Rated 0.17%
Not Available 9.22%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
1.25%
Less than 1 Year
1.25%
Intermediate
69.69%
1 to 3 Years
8.22%
3 to 5 Years
8.54%
5 to 10 Years
52.93%
Long Term
28.34%
10 to 20 Years
13.79%
20 to 30 Years
9.77%
Over 30 Years
4.78%
Other
0.71%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial