Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.47%
Stock 91.09%
Bond 0.00%
Convertible 0.00%
Preferred 6.43%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 44.84%
Mid 20.58%
Small 34.58%
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Region Exposure

% Developed Markets: 83.30%    % Emerging Markets: 16.70%    % Unidentified Markets: 0.00%

Americas 42.96%
29.58%
Canada 3.75%
United States 25.83%
13.38%
Brazil 4.75%
Mexico 6.52%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 41.73%
United Kingdom 9.97%
29.14%
Austria 2.12%
France 6.74%
Germany 2.98%
Ireland 1.27%
Netherlands 1.97%
Spain 3.01%
Switzerland 3.42%
2.62%
0.00%
Greater Asia 15.31%
Japan 2.13%
0.00%
12.48%
Hong Kong 5.68%
South Korea 5.41%
Taiwan 1.39%
0.70%
Malaysia 0.70%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
32.31%
Materials
2.13%
Consumer Discretionary
11.35%
Financials
14.87%
Real Estate
3.96%
Sensitive
39.19%
Communication Services
10.67%
Energy
6.54%
Industrials
9.54%
Information Technology
12.44%
Defensive
28.49%
Consumer Staples
13.21%
Health Care
15.28%
Utilities
0.00%
Not Classified
0.01%
Non Classified Equity
0.01%
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