Asset Allocation

As of January 31, 2026.
Type % Net
Cash 0.43%
Stock 0.38%
Bond 97.74%
Convertible 0.00%
Preferred 0.00%
Other 1.45%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of January 31, 2026
Type % Net
Government 14.60%
Corporate 63.83%
Securitized 0.13%
Municipal 1.05%
Other 20.38%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 90.37%    % Emerging Markets: 0.00%    % Unidentified Markets: 9.63%

Americas 90.15%
90.15%
Canada 87.76%
United States 2.39%
0.00%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.22%
United Kingdom 0.00%
0.22%
France 0.22%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 9.63%

Bond Credit Quality Exposure

AAA 20.83%
AA 1.05%
A 30.75%
BBB 28.20%
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 2.55%
Not Available 16.63%
Short Term 0.00%
As of January 31, 2026
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
3.96%
Less than 1 Year
3.96%
Intermediate
95.83%
1 to 3 Years
43.49%
3 to 5 Years
50.67%
5 to 10 Years
1.67%
Long Term
0.08%
10 to 20 Years
0.08%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.13%
As of January 31, 2026
View Bond Maturity Exposure
Start Trial