Asset Allocation

As of October 31, 2025.
Type % Net
Cash 5.15%
Stock 0.00%
Bond 90.37%
Convertible 0.00%
Preferred 4.31%
Other 0.17%
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 0.00%
Corporate 4.53%
Securitized 0.00%
Municipal 95.47%
Other 0.00%
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Region Exposure

% Developed Markets: 98.58%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.42%

Americas 98.58%
98.58%
United States 98.58%
0.00%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.42%

Bond Credit Quality Exposure

AAA 9.89%
AA 29.23%
A 3.67%
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 4.80%
Not Available 52.41%
Short Term 0.00%
As of October 31, 2025
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Bond Maturity Exposure

Short Term
37.62%
Less than 1 Year
37.62%
Intermediate
6.01%
1 to 3 Years
0.71%
3 to 5 Years
1.11%
5 to 10 Years
4.19%
Long Term
56.37%
10 to 20 Years
20.92%
20 to 30 Years
24.03%
Over 30 Years
11.43%
Other
0.00%
As of October 31, 2025
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