Asset Allocation

Type % Net
Cash 2.90%
Stock 4.44%
Bond 149.6%
Convertible 0.00%
Preferred 8.40%
Other -65.34%
As of June 30, 2025.
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Region Exposure

% Developed Markets: 38.62%    % Emerging Markets: 0.94%    % Unidentified Markets: 60.44%

Americas 37.36%
32.75%
Canada 0.35%
United States 32.40%
4.61%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.20%
United Kingdom 1.28%
0.92%
Ireland 0.41%
Netherlands 0.07%
Spain 0.04%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 60.44%