Asset Allocation

As of October 31, 2025.
Type % Net
Cash 7.85%
Stock 0.00%
Bond 98.91%
Convertible 0.00%
Preferred 0.00%
Other -6.76%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 0.00%
Corporate 0.00%
Securitized 92.43%
Municipal 0.00%
Other 7.57%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 76.41%    % Emerging Markets: 12.71%    % Unidentified Markets: 10.89%

Americas 76.41%
40.98%
United States 40.98%
35.43%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.71%
United Kingdom 12.71%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 10.89%

Bond Credit Quality Exposure

AAA 2.28%
AA 3.35%
A 10.10%
BBB 39.47%
BB 14.83%
B 7.83%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 8.64%
Not Available 13.51%
Short Term 0.00%
As of October 31, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
0.00%
Less than 1 Year
0.00%
Intermediate
31.17%
1 to 3 Years
0.00%
3 to 5 Years
1.89%
5 to 10 Years
29.28%
Long Term
57.90%
10 to 20 Years
57.90%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
10.93%
As of October 31, 2025
View Bond Maturity Exposure
Start Trial