Asset Allocation

Type % Net
Cash 4.40%
Stock 14.45%
Bond 10.89%
Convertible 0.00%
Preferred 0.06%
Other 70.20%
As of April 30, 2026.
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Region Exposure

% Developed Markets: 21.65%    % Emerging Markets: 3.37%    % Unidentified Markets: 74.99%

Americas 17.78%
16.43%
Canada 0.26%
United States 16.17%
1.35%
Argentina 0.08%
Brazil 0.14%
Chile 0.15%
Colombia 0.09%
Mexico 0.31%
Peru 0.06%
Venezuela 0.06%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.10%
United Kingdom 0.65%
2.03%
Austria 0.02%
Belgium 0.01%
Denmark 0.07%
Finland 0.05%
France 0.36%
Germany 0.16%
Greece 0.13%
Ireland 0.39%
Italy 0.12%
Netherlands 0.36%
Norway 0.05%
Portugal 0.00%
Spain 0.08%
Sweden 0.02%
Switzerland 0.13%
0.47%
Czech Republic 0.00%
Poland 0.12%
Turkey 0.17%
0.94%
Egypt 0.04%
Israel 0.05%
Nigeria 0.05%
Qatar 0.01%
Saudi Arabia 0.12%
South Africa 0.15%
United Arab Emirates 0.20%
Greater Asia 3.14%
Japan 0.78%
0.16%
Australia 0.16%
1.15%
Hong Kong 0.14%
Singapore 0.06%
South Korea 0.44%
Taiwan 0.51%
1.05%
China 0.43%
India 0.19%
Indonesia 0.23%
Kazakhstan 0.08%
Malaysia 0.03%
Pakistan 0.02%
Philippines 0.03%
Thailand 0.01%
Unidentified Region 74.99%