Asset Allocation

As of July 31, 2025.
Type % Net
Cash 21.07%
Stock 0.00%
Bond 79.31%
Convertible 0.00%
Preferred 0.00%
Other -0.37%
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Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 1.37%
Corporate 78.29%
Securitized 18.84%
Municipal 0.00%
Other 1.50%
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Region Exposure

% Developed Markets: 92.07%    % Emerging Markets: 0.00%    % Unidentified Markets: 7.93%

Americas 63.61%
63.61%
Canada 8.22%
United States 55.39%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.27%
United Kingdom 5.74%
8.53%
Denmark 1.31%
Finland 0.99%
France 2.15%
Ireland 0.65%
Netherlands 1.30%
Sweden 2.13%
0.00%
0.00%
Greater Asia 14.20%
Japan 3.10%
7.24%
Australia 7.24%
3.86%
Singapore 3.86%
0.00%
Unidentified Region 7.93%

Bond Credit Quality Exposure

AAA 18.23%
AA 14.96%
A 41.74%
BBB 22.94%
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 0.00%
Not Available 2.13%
Short Term 0.00%
As of July 31, 2025
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Bond Maturity Exposure

Short Term
38.98%
Less than 1 Year
38.98%
Intermediate
60.21%
1 to 3 Years
50.61%
3 to 5 Years
8.68%
5 to 10 Years
0.91%
Long Term
0.81%
10 to 20 Years
0.81%
20 to 30 Years
0.00%
Over 30 Years
0.00%
Other
0.00%
As of July 31, 2025
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