Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.00%
Stock 0.00%
Bond 86.44%
Convertible 0.00%
Preferred 0.00%
Other 13.56%
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Bond Sector Exposure

As of November 30, 2025
Type % Net
Government 6.20%
Corporate 40.85%
Securitized 51.11%
Municipal 0.58%
Other 1.26%
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Region Exposure

% Developed Markets: 60.06%    % Emerging Markets: 0.91%    % Unidentified Markets: 39.03%

Americas 59.24%
57.94%
Canada 0.90%
United States 57.04%
1.30%
Chile 0.21%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.06%
United Kingdom 1.06%
0.00%
0.00%
0.00%
Greater Asia 0.67%
Japan 0.28%
0.39%
Australia 0.39%
0.00%
0.00%
Unidentified Region 39.03%

Bond Credit Quality Exposure

AAA 22.55%
AA 10.97%
A 10.20%
BBB 28.88%
BB 3.94%
B 0.49%
Below B 0.00%
    CCC 0.00%
    CC 0.00%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 1.76%
Not Available 21.22%
Short Term 0.00%
As of November 30, 2025
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Bond Maturity Exposure

Short Term
41.67%
Less than 1 Year
41.67%
Intermediate
48.63%
1 to 3 Years
21.04%
3 to 5 Years
12.90%
5 to 10 Years
14.69%
Long Term
9.70%
10 to 20 Years
2.20%
20 to 30 Years
2.47%
Over 30 Years
5.02%
Other
0.00%
As of November 30, 2025
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