Asset Allocation

Type % Net
Cash 3.86%
Stock 0.00%
Bond 20.45%
Convertible 0.00%
Preferred 74.94%
Other 0.75%
As of February 28, 2026.
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Region Exposure

% Developed Markets: 99.25%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.75%

Americas 99.25%
99.25%
Canada 99.25%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.75%