Asset Allocation

Type % Net
Cash 4.64%
Stock 62.98%
Bond 3.23%
Convertible 0.00%
Preferred 28.95%
Other 0.20%
As of March 31, 2026.
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Region Exposure

% Developed Markets: 99.57%    % Emerging Markets: 0.20%    % Unidentified Markets: 0.23%

Americas 90.70%
89.98%
Canada 71.47%
United States 18.51%
0.72%
Argentina 0.04%
Brazil 0.11%
Mexico 0.05%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.51%
United Kingdom 1.85%
5.66%
Denmark 0.00%
Finland 0.04%
France 1.79%
Germany 1.35%
Ireland 0.30%
Italy 0.13%
Netherlands 0.72%
Portugal 0.05%
Spain 0.11%
Switzerland 1.16%
0.00%
0.00%
Greater Asia 1.56%
Japan 0.00%
0.25%
Australia 0.17%
1.31%
Singapore 0.06%
South Korea 0.47%
Taiwan 0.78%
0.00%
Unidentified Region 0.23%