Asset Allocation

Type % Net
Cash 0.09%
Stock 36.40%
Bond 2.00%
Convertible 0.00%
Preferred 0.00%
Other 61.50%
As of September 30, 2025.
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Region Exposure

% Developed Markets: 37.52%    % Emerging Markets: 0.40%    % Unidentified Markets: 62.08%

Americas 30.71%
30.52%
Canada 14.37%
United States 16.15%
0.18%
Brazil 0.00%
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 4.93%
United Kingdom 1.42%
3.49%
Denmark 0.17%
Finland 0.00%
France 0.97%
Germany 0.78%
Ireland 0.53%
Italy 0.00%
Netherlands 0.24%
Spain 0.28%
Sweden 0.21%
Switzerland 0.30%
0.00%
Czech Republic 0.00%
Poland 0.00%
Turkey 0.00%
0.02%
Israel 0.00%
South Africa 0.02%
Greater Asia 2.28%
Japan 0.97%
0.00%
0.94%
Hong Kong 0.19%
Singapore 0.36%
South Korea 0.00%
Taiwan 0.39%
0.38%
China 0.22%
India 0.15%
Indonesia 0.00%
Malaysia 0.00%
Philippines 0.00%
Thailand 0.00%
Unidentified Region 62.08%