Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.67%
Stock 93.13%
Bond 0.00%
Convertible 0.00%
Preferred 2.92%
Other 3.28%
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Market Capitalization

As of November 30, 2025
Large 75.57%
Mid 19.32%
Small 5.11%
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Region Exposure

% Developed Markets: 66.95%    % Emerging Markets: 29.77%    % Unidentified Markets: 3.28%

Americas 24.98%
16.41%
Canada 3.85%
United States 12.56%
8.57%
Brazil 6.47%
Mexico 0.91%
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 10.13%
11.11%
Belgium 0.95%
Germany 0.74%
Netherlands 3.96%
Norway 2.47%
Portugal 1.04%
Spain 1.94%
0.00%
11.08%
Saudi Arabia 6.74%
South Africa 2.88%
United Arab Emirates 1.47%
Greater Asia 39.42%
Japan 13.55%
0.00%
13.09%
Hong Kong 5.56%
Singapore 0.94%
South Korea 1.95%
Taiwan 4.65%
12.78%
China 11.94%
Indonesia 0.84%
Unidentified Region 3.28%

Stock Sector Exposure

Cyclical
54.56%
Materials
11.86%
Consumer Discretionary
15.52%
Financials
26.96%
Real Estate
0.22%
Sensitive
34.94%
Communication Services
7.79%
Energy
6.32%
Industrials
6.45%
Information Technology
14.38%
Defensive
10.51%
Consumer Staples
0.00%
Health Care
10.00%
Utilities
0.51%
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