Asset Allocation

Type % Net
Cash 2.01%
Stock 17.45%
Bond 14.45%
Convertible 0.00%
Preferred 0.01%
Other 66.08%
As of October 31, 2025.
View Asset Allocation
Start Trial

Region Exposure

% Developed Markets: 27.06%    % Emerging Markets: 1.01%    % Unidentified Markets: 71.93%

Americas 23.52%
22.77%
Canada 11.11%
United States 11.66%
0.75%
Argentina 0.01%
Brazil 0.27%
Chile 0.13%
Colombia 0.00%
Mexico 0.22%
As of October 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.65%
United Kingdom 0.39%
2.11%
Austria 0.01%
Belgium 0.02%
Denmark 0.00%
Finland 0.08%
France 0.24%
Germany 0.14%
Greece 0.00%
Ireland 0.84%
Italy 0.08%
Netherlands 0.02%
Norway 0.04%
Spain 0.25%
Sweden 0.10%
Switzerland 0.15%
0.02%
Czech Republic 0.02%
Poland 0.00%
Russia 0.00%
Turkey 0.01%
0.14%
Egypt 0.00%
Israel 0.04%
Qatar 0.01%
Saudi Arabia 0.02%
South Africa 0.03%
United Arab Emirates 0.04%
Greater Asia 1.89%
Japan 0.46%
0.66%
Australia 0.53%
0.48%
Hong Kong 0.26%
Singapore 0.15%
South Korea 0.06%
Taiwan 0.01%
0.30%
China 0.13%
India 0.05%
Indonesia 0.04%
Malaysia 0.01%
Philippines 0.04%
Thailand 0.03%
Unidentified Region 71.93%