Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.98%
Stock 96.61%
Bond 0.00%
Convertible 0.00%
Preferred 1.41%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 70.35%
Mid 20.00%
Small 9.65%
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Region Exposure

% Developed Markets: 93.03%    % Emerging Markets: 6.97%    % Unidentified Markets: 0.00%

Americas 50.26%
42.99%
Canada 3.23%
United States 39.77%
7.27%
Brazil 3.77%
Mexico 2.45%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 34.63%
United Kingdom 11.47%
23.16%
Austria 2.69%
France 11.10%
Germany 2.73%
Ireland 1.11%
Netherlands 1.59%
Spain 0.95%
Switzerland 3.00%
0.00%
0.00%
Greater Asia 15.11%
Japan 1.10%
0.00%
13.26%
Hong Kong 6.09%
South Korea 3.07%
Taiwan 4.10%
0.75%
Malaysia 0.75%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
31.57%
Materials
4.60%
Consumer Discretionary
8.75%
Financials
17.55%
Real Estate
0.66%
Sensitive
32.55%
Communication Services
4.05%
Energy
5.68%
Industrials
8.05%
Information Technology
14.78%
Defensive
35.88%
Consumer Staples
9.99%
Health Care
23.94%
Utilities
1.95%
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