Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.13%
Stock 0.00%
Bond 98.97%
Convertible 0.00%
Preferred 0.00%
Other -0.10%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 13.26%
Corporate 59.01%
Securitized 27.33%
Municipal 0.00%
Other 0.40%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 88.06%    % Emerging Markets: 0.00%    % Unidentified Markets: 11.94%

Americas 80.64%
76.78%
Canada 2.23%
United States 74.55%
3.86%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.05%
United Kingdom 2.53%
4.52%
Denmark 0.92%
France 0.94%
Ireland 0.28%
Netherlands 0.88%
Spain 0.60%
Switzerland 0.89%
0.00%
0.00%
Greater Asia 0.38%
Japan 0.38%
0.00%
0.00%
0.00%
Unidentified Region 11.94%

Bond Credit Quality Exposure

AAA 21.62%
AA 18.11%
A 20.16%
BBB 30.12%
BB 3.29%
B 1.64%
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 5.06%
Short Term 0.00%
As of November 30, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
1.88%
Less than 1 Year
1.88%
Intermediate
83.79%
1 to 3 Years
39.28%
3 to 5 Years
33.06%
5 to 10 Years
11.45%
Long Term
14.02%
10 to 20 Years
3.21%
20 to 30 Years
1.86%
Over 30 Years
8.96%
Other
0.31%
As of November 30, 2025
View Bond Maturity Exposure
Start Trial