Asset Allocation

As of July 31, 2026.
Type % Net
Cash 3.14%
Stock 0.00%
Bond 96.48%
Convertible 0.00%
Preferred 0.00%
Other 0.38%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of July 31, 2026
Type % Net
Government 48.32%
Corporate 36.13%
Securitized 11.95%
Municipal 2.77%
Other 0.83%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 75.60%    % Emerging Markets: 19.18%    % Unidentified Markets: 5.22%

Americas 41.21%
32.86%
Canada 4.83%
United States 28.03%
8.35%
Brazil 2.88%
Chile 0.09%
Colombia 0.93%
Mexico 4.01%
As of July 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 31.69%
United Kingdom 4.81%
24.19%
Belgium 0.92%
Denmark 0.46%
France 3.66%
Germany 2.83%
Ireland 1.60%
Italy 4.52%
Netherlands 1.71%
Norway 0.88%
Portugal 0.31%
Spain 4.60%
Sweden 0.43%
Switzerland 0.70%
1.60%
Poland 0.34%
1.09%
Israel 0.22%
South Africa 0.42%
Greater Asia 21.89%
Japan 5.46%
5.44%
Australia 2.26%
2.48%
Singapore 0.21%
South Korea 2.27%
8.51%
China 7.24%
Indonesia 0.39%
Malaysia 0.44%
Thailand 0.43%
Unidentified Region 5.22%

Bond Credit Quality Exposure

AAA 9.76%
AA 14.50%
A 20.59%
BBB 29.04%
BB 5.91%
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 20.20%
Short Term 0.00%
As of July 31, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
64.15%
1 to 3 Years
3.39%
3 to 5 Years
16.36%
5 to 10 Years
44.40%
Long Term
35.85%
10 to 20 Years
16.65%
20 to 30 Years
18.41%
Over 30 Years
0.79%
Other
0.00%
As of July 31, 2026
View Bond Maturity Exposure
Start Trial