Asset Allocation

Type % Net
Cash 2.09%
Stock 3.61%
Bond 41.21%
Convertible 0.97%
Preferred -0.17%
Other 52.29%
As of December 31, 2025.
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Region Exposure

% Developed Markets: 44.76%    % Emerging Markets: 0.66%    % Unidentified Markets: 54.58%

Americas 40.79%
40.30%
Canada 0.99%
United States 39.31%
0.49%
Brazil -0.02%
Chile 0.00%
Mexico -0.01%
As of December 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.16%
United Kingdom 0.72%
2.27%
Belgium 0.14%
Denmark -0.02%
Finland 0.27%
France 0.43%
Germany 0.27%
Ireland 0.14%
Italy 0.34%
Netherlands 0.15%
Norway 0.26%
Portugal -0.03%
Spain 0.31%
Sweden 0.12%
Switzerland -0.25%
0.00%
0.16%
Israel 0.14%
South Africa 0.02%
United Arab Emirates 0.00%
Greater Asia 1.47%
Japan 0.55%
0.12%
Australia 0.12%
0.17%
Hong Kong 0.35%
Singapore -0.18%
South Korea 0.00%
Taiwan 0.00%
0.63%
China 0.42%
India 0.20%
Thailand 0.02%
Unidentified Region 54.58%