Asset Allocation

As of October 31, 2025.
Type % Net
Cash 4.42%
Stock 0.17%
Bond 96.64%
Convertible 0.00%
Preferred 0.00%
Other -1.24%
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Bond Sector Exposure

As of October 31, 2025
Type % Net
Government 0.03%
Corporate 87.07%
Securitized 1.33%
Municipal 0.00%
Other 11.57%
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Region Exposure

% Developed Markets: 85.93%    % Emerging Markets: 0.00%    % Unidentified Markets: 14.07%

Americas 84.71%
83.84%
Canada 0.01%
United States 83.83%
0.87%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.22%
United Kingdom 0.55%
0.67%
Austria 0.00%
France 0.00%
Germany 0.00%
Ireland 0.06%
Netherlands 0.14%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
Australia 0.00%
0.00%
Singapore 0.00%
0.00%
Unidentified Region 14.07%

Bond Credit Quality Exposure

AAA 1.33%
AA 0.01%
A 0.00%
BBB 0.73%
BB 13.72%
B 40.03%
Below B 1.53%
    CCC 1.53%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.84%
Not Available 41.81%
Short Term 0.00%
As of October 31, 2025
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Bond Maturity Exposure

Short Term
1.16%
Less than 1 Year
1.16%
Intermediate
97.44%
1 to 3 Years
24.66%
3 to 5 Years
24.94%
5 to 10 Years
47.83%
Long Term
0.60%
10 to 20 Years
0.60%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.80%
As of October 31, 2025
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