Holdings
4
Concentrated
Top 10 weight
100%
Concentration
Strategy
Active
Portfolio style
Equity
99%
Asset allocation
Portfolio
1Sectors2Large positions99.3%Top: Foreign Security0.0%Cash
Market-cap allocation
Asset allocation
Equity99%
Top holdings
ishares USD Tres Bond 7-10YEQUITY82.7%
ishares USD Trsry 1-3Y USD AEQUITY16.6%
TREPS / Reverse Repo InvestmentsDERIVATIVE0.71%
Net Receivables/PayablesDERIVATIVE0.02%
Portfolio insights
Portfolio read
- 99% equity.
- Large-cap exposure is 0%.
- Largest equity sector is Foreign Security at 99.3%.
Watchpoints
- Sector concentration is elevated: Foreign Security represents 99%.
Generated from current fund metrics. Educational research only.
Peer comparison
Other funds in this category.
Explore comparable funds →Sector exposure
Showing top sectors from the current portfolio.
Foreign Security99.3%