Asset Allocation

Type % Net
Cash 6.45%
Stock 9.81%
Bond 145.0%
Convertible 0.00%
Preferred 3.29%
Other -64.54%
As of September 30, 2025.
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Region Exposure

% Developed Markets: 90.60%    % Emerging Markets: 3.05%    % Unidentified Markets: 6.35%

Americas 49.50%
39.03%
Canada 5.65%
United States 33.38%
10.48%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 44.14%
United Kingdom 7.41%
36.74%
France 4.70%
Germany 11.10%
Ireland 11.38%
Italy 7.61%
Spain 1.96%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 6.35%