Asset Allocation

Type % Net
Cash 0.21%
Stock 40.88%
Bond 1.57%
Convertible 0.00%
Preferred 0.00%
Other 57.34%
As of August 31, 2025.
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Region Exposure

% Developed Markets: 20.96%    % Emerging Markets: 0.77%    % Unidentified Markets: 78.27%

Americas 15.16%
14.63%
Canada 0.55%
United States 14.07%
0.54%
Brazil 0.25%
Mexico 0.29%
As of August 31, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.06%
United Kingdom 2.03%
3.03%
France 1.07%
Italy 0.81%
Spain 1.15%
0.00%
0.00%
Greater Asia 1.51%
Japan 0.80%
0.41%
Australia 0.41%
0.06%
Hong Kong 0.06%
0.23%
India 0.07%
Thailand 0.16%
Unidentified Region 78.27%