Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.11%
Stock 0.00%
Bond 93.23%
Convertible 0.14%
Preferred 3.45%
Other 2.07%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 21.65%
Corporate 59.72%
Securitized 11.07%
Municipal 0.92%
Other 6.64%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 87.79%    % Emerging Markets: 7.83%    % Unidentified Markets: 4.38%

Americas 72.05%
70.02%
Canada 8.70%
United States 61.31%
2.03%
Brazil 1.49%
Chile 0.33%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.25%
United Kingdom 3.91%
5.95%
Austria 0.12%
Finland 0.38%
France 1.04%
Germany 0.47%
Ireland 0.49%
Netherlands 0.57%
Norway 1.74%
Spain 0.16%
Switzerland 0.28%
1.00%
Czech Republic 1.00%
0.39%
Qatar 0.26%
United Arab Emirates 0.13%
Greater Asia 12.32%
Japan 0.87%
6.45%
Australia 3.99%
0.00%
5.00%
China 0.29%
India 1.00%
Indonesia 1.89%
Philippines 1.82%
Unidentified Region 4.38%

Bond Credit Quality Exposure

AAA 8.89%
AA 12.91%
A 4.20%
BBB 32.18%
BB 20.20%
B 6.17%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.78%
Not Available 14.67%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
1.96%
Less than 1 Year
1.96%
Intermediate
54.72%
1 to 3 Years
5.55%
3 to 5 Years
12.42%
5 to 10 Years
36.76%
Long Term
38.97%
10 to 20 Years
13.80%
20 to 30 Years
17.35%
Over 30 Years
7.82%
Other
4.35%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial