Asset Allocation

Type % Net
Cash 0.00%
Stock 39.90%
Bond 3.87%
Convertible 0.00%
Preferred 40.74%
Other 15.49%
As of August 31, 2025.
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Region Exposure

% Developed Markets: 6.99%    % Emerging Markets: 0.00%    % Unidentified Markets: 93.01%

Americas 6.99%
6.99%
United States 6.99%
0.00%
As of August 31, 2025. 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 93.01%