Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.01%
Stock 95.15%
Bond 3.25%
Convertible 0.00%
Preferred 0.58%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 6.16%
Mid 15.53%
Small 78.31%
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Region Exposure

% Developed Markets: 94.17%    % Emerging Markets: 5.83%    % Unidentified Markets: 0.00%

Americas 51.75%
50.09%
Canada 4.43%
United States 45.66%
1.66%
Chile 0.58%
Mexico 0.40%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.29%
United Kingdom 8.70%
15.60%
Austria 0.86%
Belgium 0.42%
Denmark 1.17%
Finland 0.89%
France 1.72%
Germany 3.14%
Ireland 0.54%
Italy 0.58%
Spain 0.78%
Sweden 5.16%
Switzerland 0.33%
0.00%
0.00%
South Africa 0.00%
Greater Asia 23.96%
Japan 9.34%
2.38%
Australia 2.38%
8.02%
South Korea 2.20%
Taiwan 5.82%
4.21%
China 1.35%
India 2.86%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
35.11%
Materials
4.29%
Consumer Discretionary
11.34%
Financials
16.34%
Real Estate
3.14%
Sensitive
44.46%
Communication Services
3.40%
Energy
1.34%
Industrials
22.70%
Information Technology
17.03%
Defensive
15.78%
Consumer Staples
2.10%
Health Care
12.94%
Utilities
0.73%
Not Classified
4.66%
Non Classified Equity
0.51%
Not Classified - Non Equity
4.15%
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