Asset Allocation

Type % Net
Cash 2.37%
Stock 18.16%
Bond 8.49%
Convertible 0.00%
Preferred 0.13%
Other 70.84%
As of November 30, 2025.
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Region Exposure

% Developed Markets: 19.12%    % Emerging Markets: 4.73%    % Unidentified Markets: 76.15%

Americas 12.05%
11.24%
Canada 0.86%
United States 10.38%
0.80%
Brazil 0.35%
Chile 0.06%
Colombia 0.02%
Mexico 0.30%
Peru 0.02%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.49%
United Kingdom 0.59%
1.92%
Austria 0.03%
Belgium 0.04%
Denmark 0.07%
Finland 0.04%
France 0.34%
Germany 0.21%
Greece 0.04%
Ireland 0.12%
Italy 0.15%
Netherlands 0.15%
Norway 0.05%
Portugal 0.00%
Spain 0.24%
Sweden 0.12%
Switzerland 0.25%
0.17%
Czech Republic 0.01%
Poland 0.08%
Turkey 0.05%
0.82%
Egypt 0.01%
Israel 0.11%
Qatar 0.05%
Saudi Arabia 0.24%
South Africa 0.24%
United Arab Emirates 0.11%
Greater Asia 8.31%
Japan 1.31%
0.62%
Australia 0.54%
3.06%
Hong Kong 0.44%
Singapore 0.15%
South Korea 0.95%
Taiwan 1.51%
3.31%
China 1.64%
India 1.30%
Indonesia 0.12%
Kazakhstan 0.00%
Malaysia 0.11%
Philippines 0.03%
Thailand 0.11%
Unidentified Region 76.15%