Asset Allocation

Type % Net
Cash 7.49%
Stock 4.38%
Bond 149.4%
Convertible 0.00%
Preferred 3.87%
Other -65.09%
As of March 31, 2025.
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Region Exposure

% Developed Markets: 82.82%    % Emerging Markets: 0.00%    % Unidentified Markets: 17.18%

Americas 42.90%
34.47%
Canada 6.71%
United States 27.77%
8.43%
As of March 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 39.92%
United Kingdom 3.94%
35.98%
France 7.36%
Germany 6.13%
Ireland 12.66%
Italy 7.29%
Spain 2.53%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 17.18%