ETF & Fund Asset Allocation

ETF & Fund Asset Allocation


Cash % (Premium Plus)

Chartable: No

Unit: Percentage

Percentage of the fund’s holdings in cash and equivalents.

Price % of NAV (Premium Plus)

Chartable: No

Unit: Percentage

Price as a percentage of NAV. Above 100 = premium; below 100 = discount.

Convertible % (Premium Plus)

Chartable: No

Unit: Percentage

Percentage of the fund’s holdings in convertible securities.

Non-US Bond % (Premium Plus)

Chartable: No

Unit: Percentage

Percentage of the fund’s holdings in non-US bonds.

Non-US Stock % (Premium Plus)

Chartable: No

Unit: Percentage

Percentage of the fund’s holdings in non-US stocks.

Other % (Premium Plus)

Chartable: No

Unit: Percentage

Percentage of the fund’s holdings in other assets.

Preferred % (Premium Plus)

Chartable: No

Unit: Percentage

Percentage of the fund’s holdings in preferred securities.

US Bond % (Premium Plus)

Chartable: No

Unit: Percentage

Percentage of the fund’s holdings in US bonds.

US Stock % (Premium Plus)

Chartable: No

Unit: Percentage

Percentage of the fund’s holdings in US stocks.


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EPS Revisions ETF & Fund Equity...