Asset Allocation

As of November 30, 2025.
Type % Net
Cash -0.15%
Stock 0.00%
Bond 98.90%
Convertible 0.00%
Preferred 0.00%
Other 1.24%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 28.86%
Corporate 31.22%
Securitized 39.24%
Municipal 0.00%
Other 0.68%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 90.30%    % Emerging Markets: 2.61%    % Unidentified Markets: 7.09%

Americas 86.69%
83.33%
Canada 0.15%
United States 83.18%
3.36%
Brazil 0.09%
Chile 0.10%
Colombia 0.67%
Mexico 1.09%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.39%
United Kingdom 2.64%
2.53%
France 0.53%
Ireland 0.94%
Netherlands 0.30%
Spain 0.12%
Switzerland 0.47%
0.11%
Turkey 0.11%
0.11%
Israel 0.03%
United Arab Emirates 0.08%
Greater Asia 0.83%
Japan 0.39%
0.44%
Australia 0.44%
0.00%
0.00%
Unidentified Region 7.09%

Bond Credit Quality Exposure

AAA 4.86%
AA 32.71%
A 4.91%
BBB 21.74%
BB 9.58%
B 2.74%
Below B 0.72%
    CCC 0.50%
    CC 0.09%
    C 0.13%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 3.28%
Not Available 19.48%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
1.90%
Less than 1 Year
1.90%
Intermediate
45.90%
1 to 3 Years
9.07%
3 to 5 Years
12.56%
5 to 10 Years
24.28%
Long Term
51.98%
10 to 20 Years
19.68%
20 to 30 Years
28.81%
Over 30 Years
3.48%
Other
0.22%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial