Asset Allocation

Type % Net
Cash 1.19%
Stock 64.98%
Bond 3.32%
Convertible 0.00%
Preferred 30.02%
Other 0.48%
As of November 30, 2025.
View Asset Allocation
Start Trial

Region Exposure

% Developed Markets: 99.31%    % Emerging Markets: 0.26%    % Unidentified Markets: 0.42%

Americas 90.10%
89.39%
Canada 69.60%
United States 19.79%
0.71%
Argentina 0.05%
Brazil 0.11%
Mexico 0.05%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.01%
United Kingdom 2.02%
5.94%
Denmark 0.00%
Finland 0.04%
France 1.86%
Germany 1.39%
Ireland 0.31%
Italy 0.12%
Netherlands 0.84%
Portugal 0.05%
Spain 0.10%
Switzerland 1.22%
0.00%
0.05%
South Africa 0.05%
Greater Asia 1.47%
Japan 0.00%
0.24%
Australia 0.17%
1.22%
Singapore 0.06%
South Korea 0.45%
Taiwan 0.71%
0.00%
Unidentified Region 0.42%