Asset Allocation

Type % Net
Cash 1.48%
Stock 3.66%
Bond 39.24%
Convertible 0.93%
Preferred -0.17%
Other 54.85%
As of March 31, 2026.
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Region Exposure

% Developed Markets: 42.83%    % Emerging Markets: 0.65%    % Unidentified Markets: 56.52%

Americas 38.89%
38.42%
Canada 0.98%
United States 37.44%
0.48%
Brazil -0.02%
Chile 0.00%
Mexico -0.01%
As of March 31, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.13%
United Kingdom 0.70%
2.26%
Belgium 0.14%
Denmark -0.02%
Finland 0.27%
France 0.43%
Germany 0.26%
Ireland 0.14%
Italy 0.34%
Netherlands 0.14%
Norway 0.26%
Portugal -0.03%
Spain 0.31%
Sweden 0.12%
Switzerland -0.25%
0.00%
0.16%
Israel 0.13%
South Africa 0.02%
United Arab Emirates 0.00%
Greater Asia 1.46%
Japan 0.55%
0.12%
Australia 0.12%
0.17%
Hong Kong 0.35%
Singapore -0.19%
South Korea 0.00%
Taiwan 0.00%
0.62%
China 0.41%
India 0.19%
Thailand 0.02%
Unidentified Region 56.52%