Asset Allocation

Type % Net
Cash 2.48%
Stock 68.15%
Bond 1.50%
Convertible 0.00%
Preferred 0.00%
Other 27.88%
As of September 30, 2025.
View Asset Allocation
Start Trial

Region Exposure

% Developed Markets: 97.54%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.46%

Americas 97.54%
97.54%
Canada 20.00%
United States 77.54%
0.00%
As of September 30, 2025. 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 2.46%