Asset Allocation

As of October 31, 2025.
Type % Net
Cash 91.93%
Stock 0.00%
Bond 8.07%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 0.00%
Corporate 92.89%
Securitized 0.00%
Municipal 0.00%
Other 7.11%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 41.26%    % Emerging Markets: 0.00%    % Unidentified Markets: 58.74%

Americas 28.90%
28.90%
Canada 1.85%
United States 27.05%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.32%
United Kingdom 1.47%
4.85%
Netherlands 1.23%
Norway 0.59%
Sweden 3.03%
0.00%
0.00%
Greater Asia 6.04%
Japan 1.11%
3.83%
Australia 3.00%
1.09%
Singapore 1.09%
0.00%
Unidentified Region 58.74%

Bond Credit Quality Exposure

AAA 0.00%
AA 39.24%
A 48.57%
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 12.19%
Short Term 0.00%
As of October 31, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
100.0%
Less than 1 Year
100.0%
Intermediate
0.00%
1 to 3 Years
0.00%
3 to 5 Years
0.00%
5 to 10 Years
0.00%
Long Term
0.00%
10 to 20 Years
0.00%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of October 31, 2025
View Bond Maturity Exposure
Start Trial