Asset Allocation

As of November 30, 2025.
Type % Net
Cash 7.75%
Stock 1.49%
Bond 89.30%
Convertible 0.00%
Preferred 0.04%
Other 1.42%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 75.64%
Corporate 20.99%
Securitized 0.67%
Municipal 0.23%
Other 2.46%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 74.77%    % Emerging Markets: 12.41%    % Unidentified Markets: 12.82%

Americas 61.04%
50.20%
Canada 11.51%
United States 38.68%
10.84%
Argentina 0.00%
Brazil 4.66%
Chile 0.77%
Colombia 2.16%
Mexico 1.74%
Peru 1.24%
Venezuela 0.06%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.97%
United Kingdom 10.46%
10.93%
Austria 0.27%
Belgium 3.66%
Finland 0.02%
France 1.37%
Germany 2.55%
Ireland 0.94%
Italy 0.00%
Netherlands 0.89%
Spain 1.19%
0.00%
Poland 0.00%
Turkey 0.00%
1.58%
Egypt 0.00%
Qatar 0.00%
Saudi Arabia 0.00%
South Africa 1.58%
United Arab Emirates 0.00%
Greater Asia 3.17%
Japan 1.63%
0.46%
Australia 0.00%
0.91%
Hong Kong 0.89%
Singapore 0.00%
South Korea 0.02%
0.19%
China 0.18%
India 0.00%
Indonesia 0.00%
Kazakhstan 0.00%
Malaysia 0.00%
Philippines 0.00%
Unidentified Region 12.82%

Bond Credit Quality Exposure

AAA 11.97%
AA 45.39%
A 6.80%
BBB 8.78%
BB 15.02%
B 0.86%
Below B 0.41%
    CCC 0.04%
    CC 0.00%
    C 0.10%
    DDD 0.00%
    DD 0.00%
    D 0.27%
Not Rated 0.23%
Not Available 10.55%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.45%
Less than 1 Year
0.45%
Intermediate
71.24%
1 to 3 Years
9.83%
3 to 5 Years
7.10%
5 to 10 Years
54.31%
Long Term
28.28%
10 to 20 Years
11.39%
20 to 30 Years
13.80%
Over 30 Years
3.10%
Other
0.03%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial