Asset Allocation

Type % Net
Cash 0.01%
Stock 88.98%
Bond 0.00%
Convertible 0.00%
Preferred 24.75%
Other -13.73%
As of March 31, 2026.
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Region Exposure

% Developed Markets: 76.18%    % Emerging Markets: 0.00%    % Unidentified Markets: 23.82%

Americas 71.55%
65.83%
Canada 2.24%
United States 63.59%
5.72%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.63%
United Kingdom 1.21%
3.42%
Switzerland 0.97%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 23.82%