Asset Allocation

Type % Net
Cash 15.80%
Stock 56.56%
Bond 0.00%
Convertible 0.00%
Preferred 0.02%
Other 27.62%
As of September 30, 2025.
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Region Exposure

% Developed Markets: 55.57%    % Emerging Markets: 0.13%    % Unidentified Markets: 44.30%

Americas 43.83%
42.81%
Canada 13.31%
United States 29.50%
1.02%
Brazil 0.12%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.24%
United Kingdom 0.75%
7.47%
Germany 0.25%
Greece 3.73%
Netherlands 0.26%
Sweden 3.24%
0.00%
0.02%
Israel 0.01%
South Africa 0.01%
Greater Asia 3.63%
Japan 3.53%
0.09%
Australia 0.05%
0.01%
Hong Kong 0.01%
0.00%
Unidentified Region 44.30%