Asset Allocation

Type % Net
Cash 10.46%
Stock 8.88%
Bond 123.3%
Convertible 0.00%
Preferred 1.62%
Other -44.30%
As of February 28, 2026.
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Region Exposure

% Developed Markets: 47.71%    % Emerging Markets: 0.00%    % Unidentified Markets: 52.29%

Americas 44.86%
44.86%
Canada 0.31%
United States 44.55%
0.00%
As of February 28, 2026. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.85%
United Kingdom 2.41%
0.44%
Germany 0.12%
Sweden 0.24%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 52.29%