Asset Allocation

Type % Net
Cash 1.77%
Stock 35.84%
Bond 1.97%
Convertible 0.00%
Preferred 0.00%
Other 60.42%
As of July 31, 2025.
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Region Exposure

% Developed Markets: 37.53%    % Emerging Markets: 0.37%    % Unidentified Markets: 62.10%

Americas 30.72%
30.53%
Canada 14.70%
United States 15.83%
0.19%
Brazil 0.00%
Chile 0.00%
Colombia 0.00%
Mexico 0.00%
Peru 0.00%
Venezuela 0.00%
As of July 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.96%
United Kingdom 1.40%
3.55%
Denmark 0.04%
Finland 0.00%
France 0.97%
Germany 0.90%
Ireland 0.56%
Italy 0.00%
Netherlands 0.22%
Spain 0.35%
Sweden 0.20%
Switzerland 0.30%
0.00%
Czech Republic 0.00%
Poland 0.00%
Turkey 0.00%
0.01%
Israel 0.00%
South Africa 0.01%
Greater Asia 2.21%
Japan 0.95%
0.00%
Australia 0.00%
0.93%
Hong Kong 0.19%
Singapore 0.34%
South Korea 0.00%
Taiwan 0.40%
0.33%
China 0.16%
India 0.17%
Indonesia 0.00%
Malaysia 0.00%
Philippines 0.00%
Thailand 0.00%
Unidentified Region 62.10%