Asset Allocation

Type % Net
Cash 1.77%
Stock 64.93%
Bond 3.32%
Convertible 0.00%
Preferred 29.98%
Other 0.01%
As of October 31, 2025.
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Region Exposure

% Developed Markets: 99.76%    % Emerging Markets: 0.20%    % Unidentified Markets: 0.04%

Americas 90.46%
89.78%
Canada 70.20%
United States 19.58%
0.68%
Argentina 0.05%
Brazil 0.11%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.94%
United Kingdom 2.01%
5.88%
Denmark 0.00%
Finland 0.05%
France 1.93%
Germany 1.17%
Ireland 0.35%
Italy 0.12%
Netherlands 0.88%
Portugal 0.05%
Spain 0.11%
Switzerland 1.23%
0.00%
0.04%
South Africa 0.04%
Greater Asia 1.57%
Japan 0.00%
0.25%
Australia 0.17%
1.32%
Singapore 0.06%
South Korea 0.51%
Taiwan 0.75%
0.00%
Unidentified Region 0.04%