Asset Allocation

Type % Net
Cash 4.49%
Stock 63.36%
Bond 3.12%
Convertible 0.00%
Preferred 28.51%
Other 0.52%
As of April 30, 2026.
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Region Exposure

% Developed Markets: 99.33%    % Emerging Markets: 0.20%    % Unidentified Markets: 0.47%

Americas 89.71%
89.02%
Canada 70.25%
United States 18.77%
0.69%
Argentina 0.04%
Brazil 0.10%
Mexico 0.05%
As of April 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.77%
United Kingdom 2.15%
5.62%
Denmark 0.00%
Finland 0.05%
France 1.74%
Germany 1.39%
Ireland 0.34%
Italy 0.20%
Netherlands 0.65%
Portugal 0.05%
Spain 0.10%
Switzerland 1.09%
0.00%
0.00%
Greater Asia 2.06%
Japan 0.00%
0.23%
Australia 0.16%
1.83%
Singapore 0.05%
South Korea 0.92%
Taiwan 0.85%
0.00%
Unidentified Region 0.47%