Asset Allocation

Type % Net
Cash 2.56%
Stock 64.85%
Bond 3.17%
Convertible 0.00%
Preferred 28.59%
Other 0.83%
As of February 28, 2026.
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Region Exposure

% Developed Markets: 98.88%    % Emerging Markets: 0.27%    % Unidentified Markets: 0.85%

Americas 89.11%
88.41%
Canada 69.67%
United States 18.74%
0.70%
Argentina 0.04%
Brazil 0.11%
Mexico 0.05%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.29%
United Kingdom 2.07%
6.14%
Denmark 0.00%
Finland 0.04%
France 1.99%
Germany 1.52%
Ireland 0.30%
Italy 0.12%
Netherlands 0.76%
Portugal 0.05%
Spain 0.11%
Switzerland 1.23%
0.00%
0.07%
South Africa 0.07%
Greater Asia 1.74%
Japan 0.00%
0.24%
Australia 0.16%
1.50%
Singapore 0.06%
South Korea 0.62%
Taiwan 0.83%
0.00%
Unidentified Region 0.85%