Asset Allocation

Type % Net
Cash 53.75%
Stock 20.53%
Bond 1.04%
Convertible 0.00%
Preferred 0.29%
Other 24.38%
As of February 28, 2026.
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Region Exposure

% Developed Markets: 68.16%    % Emerging Markets: 7.53%    % Unidentified Markets: 24.31%

Americas 55.94%
54.88%
Canada 38.29%
United States 16.59%
1.07%
Brazil 0.61%
Chile 0.09%
Colombia 0.03%
Mexico 0.27%
Peru 0.04%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.22%
United Kingdom 0.98%
3.54%
Austria 0.03%
Belgium 0.07%
Denmark 0.11%
Finland 0.08%
France 0.59%
Germany 0.58%
Greece 0.08%
Ireland 0.13%
Italy 0.21%
Netherlands 0.39%
Norway 0.05%
Portugal 0.01%
Spain 0.23%
Sweden 0.25%
Switzerland 0.66%
0.32%
Czech Republic 0.02%
Poland 0.15%
Turkey 0.11%
1.37%
Egypt 0.01%
Israel 0.10%
Qatar 0.09%
Saudi Arabia 0.41%
South Africa 0.46%
United Arab Emirates 0.20%
Greater Asia 13.54%
Japan 1.75%
0.52%
Australia 0.50%
5.98%
Hong Kong 0.72%
Singapore 0.17%
South Korea 2.18%
Taiwan 2.91%
5.29%
China 2.69%
India 2.01%
Indonesia 0.16%
Malaysia 0.20%
Philippines 0.06%
Thailand 0.16%
Unidentified Region 24.31%