Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.48%
Stock 98.52%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 47.93%
Mid 37.20%
Small 14.87%
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Region Exposure

% Developed Markets: 85.40%    % Emerging Markets: 14.56%    % Unidentified Markets: 0.05%

Americas 58.86%
50.17%
Canada 4.74%
United States 45.43%
8.69%
Argentina 1.17%
Brazil 4.42%
Mexico 3.10%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.32%
United Kingdom 7.28%
25.05%
France 9.62%
Germany 2.63%
Italy 2.57%
Netherlands 3.08%
Spain 6.09%
0.00%
0.00%
Greater Asia 8.77%
Japan 1.86%
1.04%
Australia 1.04%
0.00%
5.87%
China 1.04%
Indonesia 0.81%
Philippines 3.24%
Thailand 0.77%
Unidentified Region 0.05%

Stock Sector Exposure

Cyclical
5.83%
Materials
1.19%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
4.64%
Sensitive
58.00%
Communication Services
8.11%
Energy
11.84%
Industrials
36.98%
Information Technology
1.06%
Defensive
36.18%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
36.18%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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