Asset Allocation

As of November 30, 2025.
Type % Net
Cash 7.07%
Stock 0.00%
Bond 92.67%
Convertible 0.02%
Preferred 0.10%
Other 0.14%
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 37.66%
Corporate 50.35%
Securitized 4.32%
Municipal 0.57%
Other 7.09%
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Region Exposure

% Developed Markets: 98.30%    % Emerging Markets: 1.01%    % Unidentified Markets: 0.70%

Americas 96.27%
96.07%
Canada 85.45%
United States 10.62%
0.20%
Brazil 0.20%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.27%
United Kingdom 0.45%
0.68%
Austria 0.04%
Finland 0.05%
France 0.05%
Germany 0.21%
Netherlands 0.04%
Norway 0.09%
Spain 0.04%
0.14%
Czech Republic 0.14%
0.00%
Greater Asia 1.77%
Japan 0.27%
0.77%
Australia 0.29%
0.05%
South Korea 0.05%
0.67%
China 0.07%
Indonesia 0.37%
Philippines 0.24%
Unidentified Region 0.70%

Bond Credit Quality Exposure

AAA 46.02%
AA 5.37%
A 13.86%
BBB 22.41%
BB 2.29%
B 0.78%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.24%
Not Available 9.04%
Short Term 0.00%
As of November 30, 2025
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Bond Maturity Exposure

Short Term
3.03%
Less than 1 Year
3.03%
Intermediate
89.96%
1 to 3 Years
35.61%
3 to 5 Years
42.43%
5 to 10 Years
11.92%
Long Term
4.71%
10 to 20 Years
1.01%
20 to 30 Years
1.39%
Over 30 Years
2.31%
Other
2.29%
As of November 30, 2025
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