Asset Allocation

Type % Net
Cash 12.06%
Stock 4.71%
Bond 151.5%
Convertible 0.00%
Preferred 3.65%
Other -71.94%
As of June 30, 2025.
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Region Exposure

% Developed Markets: 101.5%    % Emerging Markets: 0.00%    % Unidentified Markets: -1.50%

Americas 55.13%
46.16%
Canada 6.11%
United States 40.06%
8.97%
As of June 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 46.36%
United Kingdom 3.57%
42.79%
France 6.04%
Germany 12.10%
Ireland 12.72%
Italy 9.56%
Spain 2.37%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -1.50%