ETF & Fund Asset Allocation
Contents
Cash % (Premium Plus)
Chartable: No
Unit: Percentage
The percent of the fund’s holdings in cash.
Convertible % (Premium Plus)
Chartable: No
Unit: Percentage
The percent of the fund’s holdings that are convertible securities.
Non-US Bond % (Premium Plus)
Chartable: No
Unit: Percentage
The percent of the fund’s holdings that are non-US bonds.
Non-US Stock % (Premium Plus)
Chartable: No
Unit: Percentage
The percent of the fund’s holdings that are non-US stocks.
Other % (Premium Plus)
Chartable: No
Unit: Percentage
The percent of the fund’s holdings that are not classified by Morningstar as stocks, bonds, cash or convertibles.
Preferred % (Premium Plus)
Chartable: No
Unit: Percentage
The percent of the fund’s holdings that are preferred shares.
US Bond % (Premium Plus)
Chartable: No
Unit: Percentage
The percent of the fund’s holdings that are US bonds.
US Stock % (Premium Plus)
Chartable: No
Unit: Percentage
The percent of the fund’s holdings that are US stocks.