Asset Allocation

Type % Net
Cash 1.00%
Stock 36.97%
Bond 0.33%
Convertible 0.00%
Preferred 0.00%
Other 61.70%
As of February 28, 2026.
View Asset Allocation
Start Trial

Region Exposure

% Developed Markets: 107.7%    % Emerging Markets: 0.00%    % Unidentified Markets: -7.68%

Americas 107.7%
107.7%
Canada 3.95%
United States 103.7%
0.00%
As of February 28, 2026. 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 -7.68%