Asset Allocation

As of November 30, 2025.
Type % Net
Cash 6.09%
Stock 93.13%
Bond 0.13%
Convertible 0.00%
Preferred 0.71%
Other -0.06%
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Market Capitalization

As of November 30, 2025
Large 75.80%
Mid 18.98%
Small 5.21%
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Region Exposure

% Developed Markets: 89.68%    % Emerging Markets: 10.29%    % Unidentified Markets: 0.03%

Americas 66.81%
65.01%
Canada 2.60%
United States 62.41%
1.80%
Brazil 0.84%
Mexico -0.15%
Peru 0.02%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.68%
United Kingdom 0.78%
10.85%
Belgium 0.08%
Denmark 0.63%
Finland 0.57%
France 0.75%
Germany 2.36%
Ireland 1.19%
Italy 0.25%
Netherlands 2.08%
Norway 0.26%
Spain 0.16%
Sweden -0.44%
Switzerland 2.93%
0.07%
Poland 0.07%
0.98%
Israel 0.36%
Saudi Arabia 0.52%
South Africa 0.09%
Greater Asia 20.48%
Japan 8.41%
-0.04%
Australia -0.04%
3.57%
Hong Kong 1.02%
Singapore -0.23%
South Korea 0.45%
Taiwan 2.33%
8.55%
China 5.63%
India 2.92%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
19.94%
Materials
-0.15%
Consumer Discretionary
7.75%
Financials
12.73%
Real Estate
-0.39%
Sensitive
52.78%
Communication Services
16.86%
Energy
1.75%
Industrials
11.73%
Information Technology
22.44%
Defensive
27.00%
Consumer Staples
9.28%
Health Care
13.28%
Utilities
4.43%
Not Classified
0.28%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.28%
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