Asset Allocation

As of July 31, 2025.
Type % Net
Cash 0.15%
Stock 0.41%
Bond 92.42%
Convertible 0.00%
Preferred 0.46%
Other 6.56%
View Asset Allocation
Start Trial

Bond Sector Exposure

As of July 31, 2025
Type % Net
Government 27.71%
Corporate 56.38%
Securitized 1.14%
Municipal 0.00%
Other 14.76%
View Bond Sector Exposure
Start Trial

Region Exposure

% Developed Markets: 80.18%    % Emerging Markets: 0.00%    % Unidentified Markets: 19.82%

Americas 77.96%
77.96%
Canada 61.00%
United States 16.96%
0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.22%
United Kingdom 0.93%
1.29%
Switzerland 1.29%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 19.82%

Bond Credit Quality Exposure

AAA 27.67%
AA 5.62%
A 18.89%
BBB 17.23%
BB 1.38%
B 5.98%
Below B 3.17%
    CCC 2.96%
    CC 0.21%
    C 0.00%
    DDD 0.00%
    DD 0.00%
    D 0.00%
Not Rated 0.93%
Not Available 19.12%
Short Term 0.00%
As of July 31, 2025
View Bond Credit Quality Exposure
Start Trial

Bond Maturity Exposure

Short Term
3.66%
Less than 1 Year
3.66%
Intermediate
84.45%
1 to 3 Years
24.50%
3 to 5 Years
26.80%
5 to 10 Years
33.15%
Long Term
11.89%
10 to 20 Years
0.18%
20 to 30 Years
0.87%
Over 30 Years
10.84%
Other
0.00%
As of July 31, 2025
View Bond Maturity Exposure
Start Trial