Asset Allocation

Type % Net
Cash 1.08%
Stock 8.29%
Bond 9.71%
Convertible 0.00%
Preferred 0.03%
Other 80.89%
As of August 31, 2025.
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Region Exposure

% Developed Markets: 16.61%    % Emerging Markets: 2.08%    % Unidentified Markets: 81.32%

Americas 14.67%
13.54%
Canada 0.43%
United States 13.11%
1.13%
Argentina 0.10%
Brazil -0.03%
Chile 0.04%
Colombia 0.09%
Mexico 0.16%
Peru 0.05%
Venezuela 0.07%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.54%
United Kingdom 0.10%
1.35%
Austria 0.03%
Belgium 0.03%
Denmark 0.15%
Finland 0.07%
France 0.17%
Germany 0.55%
Greece 0.00%
Ireland -0.03%
Italy -0.07%
Netherlands 0.18%
Norway 0.04%
Spain 0.15%
Sweden -0.02%
Switzerland 0.05%
0.44%
Czech Republic 0.00%
Poland 0.12%
Turkey 0.09%
0.64%
Egypt 0.08%
Israel 0.07%
Nigeria 0.05%
Saudi Arabia 0.04%
South Africa 0.04%
United Arab Emirates 0.03%
Greater Asia 1.47%
Japan 0.69%
-0.17%
Australia -0.11%
0.60%
Hong Kong 0.35%
Singapore -0.11%
South Korea 0.28%
Taiwan 0.09%
0.36%
China 0.09%
India 0.02%
Indonesia 0.01%
Kazakhstan 0.01%
Pakistan 0.01%
Philippines 0.01%
Thailand 0.11%
Unidentified Region 81.32%