Asset Allocation

Type % Net
Cash 2.94%
Stock -1.93%
Bond 57.45%
Convertible 0.00%
Preferred 1.22%
Other 40.31%
As of September 30, 2025.
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Region Exposure

% Developed Markets: 56.42%    % Emerging Markets: 0.64%    % Unidentified Markets: 42.94%

Americas 53.24%
52.45%
Canada 0.51%
United States 51.94%
0.79%
Brazil -0.01%
Chile 0.00%
Mexico -0.01%
As of September 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.02%
United Kingdom 0.46%
1.21%
Austria 0.00%
Belgium 0.12%
Denmark 0.17%
Finland 0.12%
France -0.17%
Germany 0.26%
Greece 0.00%
Ireland 0.12%
Italy 0.53%
Netherlands -0.12%
Norway 0.15%
Portugal -0.05%
Spain 0.28%
Sweden 0.02%
Switzerland -0.35%
0.00%
0.35%
Israel 0.00%
South Africa 0.03%
United Arab Emirates 0.32%
Greater Asia 1.79%
Japan 1.05%
-0.08%
Australia -0.10%
0.20%
Hong Kong 0.33%
Singapore -0.14%
South Korea 0.00%
Taiwan 0.00%
0.63%
China 0.36%
India 0.26%
Kazakhstan 0.00%
Philippines 0.00%
Thailand 0.01%
Unidentified Region 42.94%