Asset Allocation

Type % Net
Cash -0.03%
Stock -4.93%
Bond 28.89%
Convertible 0.00%
Preferred -0.12%
Other 76.20%
As of March 31, 2026.
View Asset Allocation
Start Trial

Region Exposure

% Developed Markets: 23.98%    % Emerging Markets: -0.08%    % Unidentified Markets: 76.10%

Americas 27.07%
25.68%
Canada -0.56%
United States 26.25%
1.39%
Mexico 0.07%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.04%
United Kingdom 0.95%
0.09%
Belgium 0.17%
Denmark -0.25%
Finland 0.85%
France 0.92%
Germany -0.36%
Ireland -0.07%
Italy -0.10%
Netherlands -0.73%
Norway 0.61%
Portugal -0.07%
Spain 0.61%
Sweden -0.15%
Switzerland -1.25%
0.00%
0.00%
Greater Asia -4.22%
Japan -1.98%
-1.86%
Australia -1.83%
-0.58%
Hong Kong 0.18%
Singapore -0.76%
0.20%
China 0.20%
Unidentified Region 76.10%