Asset Allocation

Type % Net
Cash 0.24%
Stock 60.78%
Bond 0.70%
Convertible 0.00%
Preferred 1.89%
Other 36.39%
As of September 30, 2025.
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Region Exposure

% Developed Markets: 28.56%    % Emerging Markets: 0.00%    % Unidentified Markets: 71.44%

Americas 28.56%
28.56%
United States 28.56%
0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 71.44%