Asset Allocation

Type % Net
Cash 0.97%
Stock 65.28%
Bond 3.27%
Convertible 0.00%
Preferred 30.22%
Other 0.26%
As of November 30, 2025.
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Region Exposure

% Developed Markets: 99.45%    % Emerging Markets: 0.26%    % Unidentified Markets: 0.29%

Americas 90.15%
89.43%
Canada 69.45%
United States 19.98%
0.73%
Argentina 0.05%
Brazil 0.11%
Mexico 0.06%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.08%
United Kingdom 2.04%
6.00%
Denmark 0.00%
Finland 0.04%
France 1.87%
Germany 1.40%
Ireland 0.31%
Italy 0.12%
Netherlands 0.85%
Portugal 0.05%
Spain 0.11%
Switzerland 1.25%
0.00%
0.05%
South Africa 0.05%
Greater Asia 1.48%
Japan 0.00%
0.24%
Australia 0.17%
1.23%
Singapore 0.06%
South Korea 0.45%
Taiwan 0.72%
0.00%
Unidentified Region 0.29%