Asset Allocation

Type % Net
Cash 2.04%
Stock 64.41%
Bond 3.42%
Convertible 0.00%
Preferred 29.60%
Other 0.53%
As of December 31, 2025.
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Region Exposure

% Developed Markets: 99.18%    % Emerging Markets: 0.26%    % Unidentified Markets: 0.56%

Americas 89.83%
89.12%
Canada 70.10%
United States 19.03%
0.71%
Argentina 0.05%
Brazil 0.10%
Mexico 0.06%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.04%
United Kingdom 1.98%
6.00%
Denmark 0.00%
Finland 0.04%
France 1.87%
Germany 1.42%
Ireland 0.28%
Italy 0.12%
Netherlands 0.89%
Portugal 0.05%
Spain 0.10%
Switzerland 1.23%
0.00%
0.06%
South Africa 0.06%
Greater Asia 1.57%
Japan 0.00%
0.24%
Australia 0.16%
1.33%
Singapore 0.06%
South Korea 0.54%
Taiwan 0.73%
0.00%
Unidentified Region 0.56%