Asset Allocation

Type % Net
Cash 2.03%
Stock 64.82%
Bond 3.23%
Convertible 0.00%
Preferred 28.73%
Other 1.19%
As of February 28, 2026.
View Asset Allocation
Start Trial

Region Exposure

% Developed Markets: 98.61%    % Emerging Markets: 0.27%    % Unidentified Markets: 1.13%

Americas 88.87%
88.18%
Canada 69.54%
United States 18.64%
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 8.25%
United Kingdom 2.07%
6.11%
Denmark 0.00%
Finland 0.04%
France 2.00%
Germany 1.52%
Ireland 0.30%
Italy 0.12%
Netherlands 0.76%
Portugal 0.05%
Spain 0.11%
Switzerland 1.21%
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 1.13%