Asset Allocation

As of January 31, 2026.
Type % Net
Cash 6.47%
Stock 0.00%
Bond 93.35%
Convertible 0.00%
Preferred 0.09%
Other 0.09%
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Bond Sector Exposure

As of January 31, 2026
Type % Net
Government 21.09%
Corporate 52.98%
Securitized 1.77%
Municipal 18.46%
Other 5.70%
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Region Exposure

% Developed Markets: 98.52%    % Emerging Markets: 0.76%    % Unidentified Markets: 0.72%

Americas 95.62%
95.48%
Canada 85.23%
United States 10.26%
0.14%
Brazil 0.14%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.89%
United Kingdom 0.60%
1.12%
Austria 0.02%
Finland 0.09%
France 0.28%
Germany 0.15%
Ireland 0.07%
Netherlands 0.04%
Norway 0.26%
Spain 0.02%
Sweden 0.02%
Switzerland 0.08%
0.13%
Czech Republic 0.13%
0.04%
Qatar 0.03%
United Arab Emirates 0.01%
Greater Asia 1.78%
Japan 0.17%
0.93%
Australia 0.50%
0.18%
Hong Kong 0.01%
South Korea 0.16%
0.50%
China 0.04%
Indonesia 0.24%
Philippines 0.21%
Unidentified Region 0.72%

Bond Credit Quality Exposure

AAA 30.50%
AA 15.56%
A 22.29%
BBB 22.77%
BB 1.97%
B 0.72%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.07%
Not Available 6.12%
Short Term 0.00%
As of January 31, 2026
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Bond Maturity Exposure

Short Term
0.74%
Less than 1 Year
0.74%
Intermediate
72.35%
1 to 3 Years
6.88%
3 to 5 Years
22.92%
5 to 10 Years
42.56%
Long Term
26.36%
10 to 20 Years
9.03%
20 to 30 Years
13.27%
Over 30 Years
4.06%
Other
0.55%
As of January 31, 2026
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