Asset Allocation

As of November 30, 2025.
Type % Net
Cash 5.13%
Stock 88.92%
Bond 1.64%
Convertible 0.00%
Preferred 0.40%
Other 3.92%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 84.70%    % Emerging Markets: 6.33%    % Unidentified Markets: 8.96%

Americas 64.78%
63.67%
Canada 3.22%
United States 60.45%
1.12%
Brazil 0.74%
Chile 0.01%
Colombia 0.00%
Mexico 0.24%
Peru 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.44%
United Kingdom 2.31%
9.05%
Belgium 0.33%
Denmark 0.17%
Finland 0.44%
France 1.55%
Germany 1.14%
Greece 0.14%
Ireland 1.39%
Italy 0.95%
Netherlands 0.36%
Norway 0.05%
Spain 0.64%
Sweden 0.09%
Switzerland 1.82%
0.29%
Czech Republic 0.27%
Poland 0.01%
Turkey 0.00%
0.79%
Egypt 0.00%
Israel -0.01%
Qatar 0.01%
Saudi Arabia 0.28%
South Africa 0.31%
United Arab Emirates 0.20%
Greater Asia 13.81%
Japan 3.63%
0.16%
Australia 0.15%
5.56%
Hong Kong 1.60%
Singapore 0.07%
South Korea 1.77%
Taiwan 2.12%
4.47%
China 2.58%
India 1.65%
Indonesia 0.14%
Malaysia 0.01%
Philippines 0.10%
Thailand -0.00%
Unidentified Region 8.96%

Stock Sector Exposure

Cyclical
28.01%
Materials
3.28%
Consumer Discretionary
8.24%
Financials
14.40%
Real Estate
2.09%
Sensitive
50.00%
Communication Services
9.15%
Energy
5.02%
Industrials
14.02%
Information Technology
21.81%
Defensive
16.79%
Consumer Staples
4.40%
Health Care
8.11%
Utilities
4.28%
Not Classified
5.20%
Non Classified Equity
0.15%
Not Classified - Non Equity
5.05%
As of November 30, 2025
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Stock Style Exposure

Large Cap Value --
Large Cap Core --
Large Cap Growth --
Mid Cap Value --
Mid Cap Core --
Mid Cap Growth --
Small Cap Value --
Small Cap Core --
Small Cap Growth --
No Data Available