Asset Allocation

Type % Net
Cash 0.68%
Stock 59.12%
Bond 1.50%
Convertible 0.00%
Preferred 38.46%
Other 0.24%
As of February 28, 2026.
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Region Exposure

% Developed Markets: 99.76%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.24%

Americas 99.76%
98.69%
Canada 96.32%
United States 2.38%
1.07%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.00%
United Kingdom 0.00%
0.00%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.24%