Asset Allocation

Type % Net
Cash -0.10%
Stock 15.10%
Bond 15.09%
Convertible 0.00%
Preferred -0.62%
Other 70.53%
As of March 31, 2026.
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Region Exposure

% Developed Markets: 29.13%    % Emerging Markets: 0.74%    % Unidentified Markets: 70.14%

Americas 20.12%
18.82%
Canada 2.14%
United States 16.67%
1.30%
Brazil -0.07%
Chile 0.00%
Mexico 0.15%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.14%
United Kingdom 2.23%
5.86%
Belgium 0.37%
Denmark 0.19%
Finland 0.32%
France 0.41%
Germany 0.07%
Ireland -0.15%
Italy 1.32%
Netherlands 0.71%
Norway 1.35%
Portugal 0.03%
Spain 1.43%
Sweden 0.34%
Switzerland -0.80%
0.00%
0.05%
South Africa 0.05%
Greater Asia 1.61%
Japan 0.94%
-0.11%
Australia -0.11%
0.28%
Hong Kong 1.17%
Singapore -0.89%
0.49%
China 0.49%
Unidentified Region 70.14%