Asset Allocation

Type % Net
Cash 2.30%
Stock 14.11%
Bond 17.01%
Convertible 0.00%
Preferred 47.34%
Other 19.24%
As of June 30, 2026.
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Region Exposure

% Developed Markets: 94.09%    % Emerging Markets: 0.00%    % Unidentified Markets: 5.91%

Americas 94.09%
86.38%
Canada 4.24%
United States 82.14%
7.71%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 5.91%