Asset Allocation

Type % Net
Cash 31.06%
Stock 2.57%
Bond 23.06%
Convertible 0.00%
Preferred 0.00%
Other 43.31%
As of February 28, 2026.
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Region Exposure

% Developed Markets: 19.04%    % Emerging Markets: 0.00%    % Unidentified Markets: 80.96%

Americas 17.75%
17.15%
Canada 0.09%
United States 17.05%
0.60%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.02%
United Kingdom 0.71%
0.30%
France 0.21%
Ireland 0.05%
Netherlands 0.00%
Switzerland 0.01%
0.00%
0.00%
Greater Asia 0.27%
Japan 0.07%
0.13%
Australia 0.13%
0.08%
Singapore 0.00%
South Korea 0.07%
0.00%
Unidentified Region 80.96%