Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.39%
Stock 98.34%
Bond 0.27%
Convertible 0.00%
Preferred 1.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 18.07%
Mid 43.24%
Small 38.69%
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Region Exposure

% Developed Markets: 94.51%    % Emerging Markets: 5.48%    % Unidentified Markets: 0.01%

Americas 63.81%
59.25%
Canada 2.34%
United States 56.91%
4.56%
Brazil 3.21%
Mexico 0.45%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.46%
United Kingdom 6.67%
15.69%
Austria 0.38%
Denmark 0.92%
Finland 0.72%
France 2.31%
Germany 2.79%
Ireland 1.94%
Italy 0.89%
Netherlands 0.32%
Sweden 2.58%
Switzerland 2.84%
0.00%
0.10%
South Africa 0.10%
Greater Asia 13.72%
Japan 8.12%
1.50%
Australia 1.50%
2.39%
Hong Kong 0.80%
South Korea 0.77%
Taiwan 0.83%
1.72%
China 0.42%
India 0.00%
Indonesia 1.31%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
25.18%
Materials
2.53%
Consumer Discretionary
11.76%
Financials
9.35%
Real Estate
1.54%
Sensitive
53.45%
Communication Services
3.78%
Energy
1.88%
Industrials
27.39%
Information Technology
20.40%
Defensive
21.05%
Consumer Staples
4.83%
Health Care
14.23%
Utilities
1.99%
Not Classified
0.32%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.32%
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