Asset Allocation

Type % Net
Cash 25.65%
Stock 1.09%
Bond 30.72%
Convertible 0.00%
Preferred 0.00%
Other 42.55%
As of November 30, 2025.
View Asset Allocation
Start Trial

Region Exposure

% Developed Markets: 33.74%    % Emerging Markets: -0.03%    % Unidentified Markets: 66.30%

Americas 29.98%
30.21%
Canada 43.74%
United States -13.53%
-0.23%
Colombia -0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.77%
United Kingdom -0.06%
3.84%
Belgium -0.00%
France -0.01%
Ireland 3.89%
Italy -0.00%
Sweden -0.00%
Switzerland -0.03%
0.00%
-0.01%
Israel -0.01%
Saudi Arabia -0.00%
United Arab Emirates -0.00%
Greater Asia -0.04%
Japan 0.00%
-0.01%
Australia -0.01%
-0.01%
Singapore -0.01%
-0.02%
Thailand -0.02%
Unidentified Region 66.30%