Asset Allocation

Type % Net
Cash 4.42%
Stock 4.13%
Bond 54.42%
Convertible 0.00%
Preferred 2.24%
Other 34.79%
As of March 31, 2026.
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Region Exposure

% Developed Markets: 6.15%    % Emerging Markets: 0.02%    % Unidentified Markets: 93.83%

Americas 6.15%
5.45%
Canada 0.00%
United States 5.45%
0.71%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.02%
United Kingdom 0.02%
0.00%
France 0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 93.83%