Asset Allocation

Type % Net
Cash 4.51%
Stock 3.89%
Bond 48.29%
Convertible 0.00%
Preferred 2.01%
Other 41.30%
As of March 31, 2026.
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Region Exposure

% Developed Markets: 6.27%    % Emerging Markets: 0.02%    % Unidentified Markets: 93.71%

Americas 6.27%
5.53%
Canada 0.00%
United States 5.53%
0.74%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.02%
United Kingdom 0.02%
0.00%
France 0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 93.71%