Asset Allocation

Type % Net
Cash 2.29%
Stock 52.71%
Bond 1.65%
Convertible 0.00%
Preferred 0.10%
Other 43.25%
As of March 31, 2026.
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Region Exposure

% Developed Markets: 113.3%    % Emerging Markets: 0.00%    % Unidentified Markets: -13.34%

Americas 112.6%
111.1%
Canada 6.04%
United States 105.1%
1.50%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.73%
United Kingdom 0.73%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -13.34%