Asset Allocation

Type % Net
Cash -0.50%
Stock -2.77%
Bond 41.58%
Convertible 0.00%
Preferred -0.08%
Other 61.78%
As of June 30, 2026.
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Region Exposure

% Developed Markets: 38.55%    % Emerging Markets: -0.15%    % Unidentified Markets: 61.60%

Americas 42.02%
41.49%
Canada -1.28%
United States 42.77%
0.53%
Mexico 0.01%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.34%
United Kingdom 0.29%
0.05%
Belgium -0.07%
Denmark -0.05%
Finland 0.06%
France 1.00%
Germany 0.56%
Ireland -0.54%
Italy 0.32%
Netherlands -0.32%
Norway 0.32%
Portugal -0.08%
Spain -0.15%
Sweden 0.16%
Switzerland -1.25%
0.00%
0.00%
Greater Asia -3.96%
Japan -1.80%
-1.53%
Australia -1.49%
-0.71%
Hong Kong -0.02%
Singapore -0.69%
0.08%
China 0.08%
Unidentified Region 61.60%