Asset Allocation

Type % Net
Cash 1.73%
Stock 8.19%
Bond 7.01%
Convertible 0.00%
Preferred 0.04%
Other 83.03%
As of November 30, 2025.
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Region Exposure

% Developed Markets: 15.48%    % Emerging Markets: 0.38%    % Unidentified Markets: 84.14%

Americas 12.54%
12.40%
Canada 0.92%
United States 11.48%
0.14%
Brazil -0.03%
Chile 0.02%
Mexico 0.02%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.91%
United Kingdom 0.42%
1.19%
Austria 0.03%
Belgium 0.02%
Denmark 0.11%
Finland 0.08%
France 0.17%
Germany 0.43%
Greece 0.00%
Ireland 0.14%
Italy -0.06%
Netherlands 0.10%
Norway 0.03%
Portugal 0.01%
Spain 0.12%
Sweden -0.01%
Switzerland 0.01%
0.05%
Poland 0.04%
Turkey 0.01%
0.24%
Egypt 0.02%
Israel 0.18%
Nigeria 0.04%
United Arab Emirates 0.00%
Greater Asia 1.41%
Japan 0.80%
0.03%
Australia 0.07%
0.34%
Hong Kong 0.07%
Singapore -0.11%
South Korea 0.29%
Taiwan 0.10%
0.25%
China 0.10%
Philippines 0.00%
Thailand 0.14%
Unidentified Region 84.14%