Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.53%
Stock 96.47%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.00%
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Market Capitalization

As of November 30, 2025
Large 36.82%
Mid 51.55%
Small 11.63%
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Region Exposure

% Developed Markets: 99.23%    % Emerging Markets: 0.65%    % Unidentified Markets: 0.12%

Americas 45.04%
44.39%
Canada 4.54%
United States 39.85%
0.65%
Brazil 0.65%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 52.93%
United Kingdom 17.28%
35.65%
Belgium 1.97%
France 9.07%
Italy 2.85%
Netherlands 7.56%
Portugal 1.99%
Spain 10.31%
Switzerland 1.90%
0.00%
0.00%
Greater Asia 1.90%
Japan 0.00%
1.90%
Australia 1.90%
0.00%
0.00%
Unidentified Region 0.12%

Stock Sector Exposure

Cyclical
5.70%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
5.70%
Sensitive
40.10%
Communication Services
9.66%
Energy
7.79%
Industrials
22.66%
Information Technology
0.00%
Defensive
54.20%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
54.20%
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