Asset Allocation

As of October 31, 2025.
Type % Net
Cash 2.09%
Stock 0.00%
Bond 97.86%
Convertible 0.00%
Preferred 0.00%
Other 0.06%
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 15.28%
Corporate 47.97%
Securitized 36.21%
Municipal 0.00%
Other 0.55%
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Region Exposure

% Developed Markets: 85.77%    % Emerging Markets: 0.28%    % Unidentified Markets: 13.95%

Americas 80.70%
79.40%
Canada 3.33%
United States 76.07%
1.30%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.82%
United Kingdom 1.28%
3.54%
France 1.17%
Ireland 1.69%
Sweden 0.25%
Switzerland 0.42%
0.00%
0.00%
Greater Asia 0.53%
Japan 0.53%
0.00%
0.00%
0.00%
Unidentified Region 13.95%

Bond Credit Quality Exposure

AAA 32.61%
AA 16.88%
A 20.88%
BBB 25.63%
BB 0.28%
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 0.02%
Not Available 3.70%
Short Term 0.00%
As of October 31, 2025
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Bond Maturity Exposure

Short Term
12.27%
Less than 1 Year
12.27%
Intermediate
63.33%
1 to 3 Years
24.32%
3 to 5 Years
32.62%
5 to 10 Years
6.39%
Long Term
24.22%
10 to 20 Years
12.60%
20 to 30 Years
8.48%
Over 30 Years
3.14%
Other
0.18%
As of October 31, 2025
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