Asset Allocation

As of January 31, 2026.
Type % Net
Cash 98.32%
Stock 0.00%
Bond 2.39%
Convertible 0.00%
Preferred 0.08%
Other -0.80%
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Bond Sector Exposure

As of January 31, 2026
Type % Net
Government 0.00%
Corporate 84.91%
Securitized 1.04%
Municipal 14.05%
Other 0.00%
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Region Exposure

% Developed Markets: 48.20%    % Emerging Markets: 0.00%    % Unidentified Markets: 51.80%

Americas 37.67%
37.59%
Canada 3.83%
United States 33.76%
0.08%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.40%
United Kingdom 2.70%
5.70%
Finland 0.02%
France 2.83%
Germany 0.24%
Ireland 0.56%
Netherlands 0.13%
Norway 0.76%
Sweden 0.81%
0.00%
0.00%
Greater Asia 2.13%
Japan 0.13%
0.43%
Australia 0.43%
1.56%
Singapore 1.56%
0.00%
Unidentified Region 51.80%

Bond Credit Quality Exposure

AAA 4.58%
AA 9.14%
A 0.43%
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 0.10%
Not Available 85.76%
Short Term 0.00%
As of January 31, 2026
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Bond Maturity Exposure

Short Term
46.98%
Less than 1 Year
46.98%
Intermediate
1.64%
1 to 3 Years
0.11%
3 to 5 Years
0.00%
5 to 10 Years
1.52%
Long Term
23.22%
10 to 20 Years
4.68%
20 to 30 Years
10.54%
Over 30 Years
8.00%
Other
28.16%
As of January 31, 2026
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