Asset Allocation

Type % Net
Cash 1.24%
Stock 3.70%
Bond 49.59%
Convertible 0.01%
Preferred 0.27%
Other 45.20%
As of November 30, 2025.
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Region Exposure

% Developed Markets: 49.68%    % Emerging Markets: 0.21%    % Unidentified Markets: 50.11%

Americas 44.01%
43.37%
Canada 1.88%
United States 41.49%
0.64%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.23%
United Kingdom 1.93%
3.22%
Austria 0.00%
Denmark 0.00%
Finland 0.00%
France 0.76%
Germany 0.19%
Greece 0.00%
Ireland 0.78%
Italy 0.12%
Netherlands 0.34%
Norway 0.01%
Portugal 0.00%
Spain 0.04%
Sweden 0.01%
Switzerland 0.10%
0.01%
Czech Republic 0.00%
Poland 0.01%
0.06%
Israel 0.04%
Greater Asia 0.64%
Japan 0.16%
0.17%
Australia 0.17%
0.25%
Hong Kong 0.04%
Singapore 0.04%
Taiwan 0.09%
0.06%
China 0.06%
Unidentified Region 50.11%