Asset Allocation

Type % Net
Cash 1.97%
Stock 1.79%
Bond 34.83%
Convertible 0.00%
Preferred -0.19%
Other 61.61%
As of June 30, 2026.
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Region Exposure

% Developed Markets: 35.96%    % Emerging Markets: 0.71%    % Unidentified Markets: 63.33%

Americas 33.24%
32.45%
Canada 0.95%
United States 31.50%
0.79%
Brazil -0.01%
Chile 0.00%
Mexico 0.04%
As of June 30, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.35%
United Kingdom 0.66%
1.55%
Belgium 0.14%
Denmark 0.00%
Finland 0.20%
France 0.31%
Germany 0.02%
Ireland -0.01%
Italy 0.31%
Netherlands 0.09%
Norway 0.42%
Portugal 0.01%
Spain 0.27%
Sweden 0.05%
Switzerland -0.29%
0.00%
0.14%
Israel 0.13%
South Africa 0.01%
United Arab Emirates 0.00%
Greater Asia 1.08%
Japan 0.06%
-0.16%
Australia -0.16%
0.61%
Hong Kong 0.51%
Singapore 0.09%
0.57%
China 0.35%
India 0.23%
Unidentified Region 63.33%