Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.38%
Stock 97.02%
Bond 0.49%
Convertible 0.00%
Preferred 0.00%
Other 0.12%
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Market Capitalization

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

% Developed Markets: 96.55%    % Emerging Markets: 0.95%    % Unidentified Markets: 2.49%

Americas 76.66%
72.56%
Canada 2.60%
United States 69.95%
4.10%
Mexico 0.27%
Peru 0.26%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.58%
United Kingdom 3.32%
8.93%
Austria 0.31%
Belgium 0.14%
Denmark 0.23%
France 1.74%
Germany 1.40%
Greece 0.21%
Ireland 0.77%
Italy 1.21%
Netherlands 0.57%
Spain 0.56%
Sweden 0.11%
Switzerland 1.12%
0.00%
1.33%
Israel 1.26%
United Arab Emirates 0.07%
Greater Asia 7.26%
Japan 3.66%
0.99%
Australia 0.81%
2.20%
Hong Kong 1.43%
Singapore 0.13%
South Korea 0.18%
Taiwan 0.46%
0.42%
China 0.08%
Thailand 0.34%
Unidentified Region 2.49%

Stock Sector Exposure

Cyclical
30.90%
Materials
4.50%
Consumer Discretionary
7.38%
Financials
16.46%
Real Estate
2.55%
Sensitive
46.86%
Communication Services
1.47%
Energy
3.16%
Industrials
24.14%
Information Technology
18.08%
Defensive
20.65%
Consumer Staples
3.66%
Health Care
15.42%
Utilities
1.58%
Not Classified
1.60%
Non Classified Equity
0.81%
Not Classified - Non Equity
0.79%
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