Asset Allocation

As of October 31, 2025.
Type % Net
Cash 97.06%
Stock 0.00%
Bond 2.94%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 24.67%
Corporate 64.32%
Securitized 3.49%
Municipal 7.51%
Other 0.00%
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Region Exposure

% Developed Markets: 50.21%    % Emerging Markets: 0.09%    % Unidentified Markets: 49.70%

Americas 45.13%
43.45%
Canada 2.44%
United States 41.02%
1.68%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.50%
United Kingdom 1.08%
1.14%
France 0.25%
Ireland 0.25%
Sweden 0.64%
0.00%
0.28%
Saudi Arabia 0.09%
United Arab Emirates 0.19%
Greater Asia 2.68%
Japan 0.00%
2.26%
Australia 2.26%
0.42%
Singapore 0.42%
0.00%
Unidentified Region 49.70%

Bond Credit Quality Exposure

AAA 0.00%
AA 34.76%
A 25.89%
BBB 0.00%
BB 0.00%
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 0.00%
Not Available 39.35%
Short Term 0.00%
As of October 31, 2025
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Bond Maturity Exposure

Short Term
46.99%
Less than 1 Year
46.99%
Intermediate
30.22%
1 to 3 Years
29.69%
3 to 5 Years
0.53%
5 to 10 Years
0.00%
Long Term
18.50%
10 to 20 Years
0.12%
20 to 30 Years
18.37%
Over 30 Years
0.00%
Other
4.30%
As of October 31, 2025
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