Asset Allocation

Type % Net
Cash 0.90%
Stock 28.58%
Bond 3.09%
Convertible 0.00%
Preferred 0.21%
Other 67.23%
As of June 30, 2026.
View Asset Allocation
Start Trial

Region Exposure

% Developed Markets: 27.71%    % Emerging Markets: 4.02%    % Unidentified Markets: 68.27%

Americas 16.46%
15.38%
Canada 0.56%
United States 14.82%
1.08%
Argentina 0.04%
Brazil 0.23%
Chile 0.09%
Colombia 0.05%
Mexico 0.24%
Peru 0.03%
Venezuela 0.03%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.98%
United Kingdom 1.03%
4.44%
Austria 0.06%
Belgium 0.03%
Denmark 0.22%
Finland 0.16%
France 0.69%
Germany 0.24%
Greece 0.40%
Ireland 0.72%
Italy 0.34%
Netherlands 0.87%
Norway 0.14%
Portugal 0.00%
Spain 0.14%
Sweden 0.06%
Switzerland 0.33%
0.52%
Czech Republic 0.01%
Poland 0.25%
Turkey 0.15%
0.99%
Egypt 0.03%
Israel 0.12%
Nigeria 0.03%
Qatar 0.02%
Saudi Arabia 0.12%
South Africa 0.27%
United Arab Emirates 0.19%
Greater Asia 8.29%
Japan 2.14%
0.31%
Australia 0.31%
3.91%
Hong Kong 0.33%
Singapore 0.13%
South Korea 1.76%
Taiwan 1.69%
1.93%
China 1.05%
India 0.47%
Indonesia 0.15%
Kazakhstan 0.11%
Malaysia 0.04%
Pakistan 0.01%
Philippines 0.02%
Thailand 0.05%
Unidentified Region 68.27%