Asset Allocation

Type % Net
Cash 2.26%
Stock 64.25%
Bond 3.39%
Convertible 0.00%
Preferred 29.61%
Other 0.49%
As of January 31, 2026.
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Region Exposure

% Developed Markets: 99.21%    % Emerging Markets: 0.27%    % Unidentified Markets: 0.52%

Americas 89.80%
89.09%
Canada 69.98%
United States 19.11%
0.71%
Argentina 0.05%
Brazil 0.10%
Mexico 0.06%
As of January 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.89%
United Kingdom 2.01%
5.82%
Denmark 0.00%
Finland 0.04%
France 1.87%
Germany 1.33%
Ireland 0.30%
Italy 0.12%
Netherlands 0.85%
Portugal 0.05%
Spain 0.11%
Switzerland 1.14%
0.00%
0.06%
South Africa 0.06%
Greater Asia 1.79%
Japan 0.00%
0.24%
Australia 0.17%
1.54%
Singapore 0.06%
South Korea 0.71%
Taiwan 0.78%
0.00%
Unidentified Region 0.52%