Asset Allocation

As of November 30, 2025.
Type % Net
Cash 7.92%
Stock 1.50%
Bond 91.43%
Convertible 0.00%
Preferred -1.34%
Other 0.49%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 100.0%
Corporate 0.00%
Securitized 0.00%
Municipal 0.00%
Other 0.00%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 97.92%    % Emerging Markets: 1.09%    % Unidentified Markets: 0.99%

Americas 91.78%
91.78%
Canada -0.62%
United States 92.40%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.69%
United Kingdom -1.97%
4.65%
Austria -0.07%
Belgium -0.74%
Denmark -0.16%
Finland 0.64%
France -4.81%
Germany 1.16%
Ireland -0.42%
Italy 5.42%
Netherlands -3.47%
Norway 1.49%
Spain 2.08%
Sweden -1.60%
Switzerland 5.03%
0.00%
0.00%
Greater Asia 4.54%
Japan -2.25%
2.67%
Australia 2.49%
2.00%
Hong Kong 1.07%
Singapore 0.92%
2.12%
China 2.12%
Unidentified Region 0.99%

Bond Credit Quality Exposure

AAA 0.00%
AA 0.00%
A 0.00%
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 100.0%
Short Term 0.00%
As of November 30, 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 November 30, 2025
View Bond Maturity Exposure
Start Trial