Asset Allocation

As of November 30, 2025.
Type % Net
Cash -5.40%
Stock 92.86%
Bond 5.02%
Convertible 0.00%
Preferred 0.31%
Other 7.21%
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Market Capitalization

As of November 30, 2025
Large 58.40%
Mid 9.50%
Small 32.10%
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Region Exposure

% Developed Markets: 76.02%    % Emerging Markets: 11.20%    % Unidentified Markets: 12.78%

Americas 60.82%
58.75%
Canada 0.20%
United States 58.55%
2.07%
Brazil 0.81%
Colombia 0.02%
Mexico 0.39%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.13%
United Kingdom 1.18%
4.71%
Austria 0.00%
Belgium 0.07%
Denmark 0.12%
Finland 0.13%
France 0.66%
Germany 0.72%
Greece 0.10%
Ireland 0.80%
Italy 0.20%
Netherlands 0.48%
Norway 0.06%
Portugal 0.02%
Spain 0.13%
Sweden 0.17%
Switzerland 0.87%
0.43%
Czech Republic 0.00%
Poland 0.25%
Turkey 0.08%
1.80%
Israel 0.13%
Qatar 0.14%
Saudi Arabia 0.57%
South Africa 0.58%
United Arab Emirates 0.26%
Greater Asia 18.27%
Japan 1.84%
0.55%
Australia 0.53%
7.57%
Hong Kong 1.02%
Singapore 0.30%
South Korea 2.41%
Taiwan 3.85%
8.30%
China 4.57%
India 2.90%
Indonesia 0.22%
Malaysia 0.25%
Philippines 0.10%
Thailand 0.27%
Unidentified Region 12.78%

Stock Sector Exposure

Cyclical
31.63%
Materials
2.85%
Consumer Discretionary
9.97%
Financials
16.52%
Real Estate
2.29%
Sensitive
42.87%
Communication Services
6.99%
Energy
3.04%
Industrials
9.85%
Information Technology
23.00%
Defensive
14.66%
Consumer Staples
3.51%
Health Care
9.39%
Utilities
1.76%
Not Classified
10.84%
Non Classified Equity
0.39%
Not Classified - Non Equity
10.45%
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