Asset Allocation

Type % Net
Cash 0.05%
Stock 59.97%
Bond 4.37%
Convertible 0.00%
Preferred 0.01%
Other 35.60%
As of September 30, 2025.
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Region Exposure

% Developed Markets: 61.85%    % Emerging Markets: 1.44%    % Unidentified Markets: 36.71%

Americas 43.23%
42.82%
Canada 1.75%
United States 41.07%
0.41%
Brazil 0.38%
Chile 0.00%
Colombia 0.00%
Mexico 0.00%
Peru 0.00%
Venezuela 0.00%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.69%
United Kingdom 3.97%
9.72%
Denmark 0.46%
Finland 0.00%
France 2.73%
Germany 2.18%
Ireland 1.47%
Italy 0.00%
Netherlands 0.66%
Spain 0.79%
Sweden 0.58%
Switzerland 0.82%
0.00%
Czech Republic 0.00%
Poland 0.00%
Turkey 0.00%
0.00%
Israel 0.00%
South Africa 0.00%
Greater Asia 6.37%
Japan 2.71%
0.00%
Australia 0.00%
2.60%
Hong Kong 0.53%
Singapore 0.99%
South Korea 0.00%
Taiwan 1.08%
1.05%
China 0.60%
India 0.44%
Indonesia 0.00%
Malaysia 0.00%
Philippines 0.00%
Thailand 0.00%
Unidentified Region 36.71%