Asset Allocation

Type % Net
Cash -0.18%
Stock -3.38%
Bond 40.98%
Convertible 0.00%
Preferred -0.23%
Other 62.80%
As of March 31, 2026.
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Region Exposure

% Developed Markets: 37.21%    % Emerging Markets: 0.04%    % Unidentified Markets: 62.75%

Americas 38.45%
37.55%
Canada -0.13%
United States 37.68%
0.91%
Mexico 0.02%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.23%
United Kingdom 0.74%
0.49%
Belgium 0.27%
Denmark -0.21%
Finland 0.50%
France 0.82%
Germany 0.00%
Ireland -0.18%
Italy 0.28%
Netherlands -0.76%
Norway 0.47%
Portugal 0.03%
Spain -0.06%
Sweden -0.14%
Switzerland -0.39%
0.00%
0.00%
Greater Asia -2.44%
Japan -1.38%
-1.08%
Australia -1.07%
-0.11%
Hong Kong 0.20%
Singapore -0.32%
0.14%
China 0.14%
Unidentified Region 62.75%