Asset Allocation

Type % Net
Cash 2.56%
Stock 0.42%
Bond 48.23%
Convertible 0.00%
Preferred 3.05%
Other 45.73%
As of May 31, 2026.
View Asset Allocation
Start Trial

Region Exposure

% Developed Markets: 50.96%    % Emerging Markets: 0.33%    % Unidentified Markets: 48.72%

Americas 48.51%
47.46%
Canada 2.23%
United States 45.23%
1.05%
Brazil 0.28%
As of May 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.24%
United Kingdom 0.53%
1.47%
Finland 0.08%
France 0.67%
Germany 0.11%
Netherlands 0.21%
Sweden 0.07%
Switzerland 0.03%
0.00%
0.24%
Israel 0.24%
Greater Asia 0.53%
Japan 0.00%
0.20%
Australia 0.20%
0.28%
Singapore 0.28%
0.05%
India 0.05%
Unidentified Region 48.72%