Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.96%
Stock 95.92%
Bond 0.00%
Convertible 0.00%
Preferred 1.34%
Other 0.78%
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Market Capitalization

As of November 30, 2025
Large 11.42%
Mid 18.92%
Small 69.66%
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Region Exposure

% Developed Markets: 89.65%    % Emerging Markets: 10.35%    % Unidentified Markets: 0.00%

Americas 48.33%
41.49%
Canada 9.08%
United States 32.41%
6.84%
Brazil 1.85%
Mexico 4.99%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 37.41%
United Kingdom 10.64%
25.39%
Austria 0.55%
Belgium 0.76%
France 5.62%
Germany 1.75%
Ireland 2.51%
Netherlands 1.04%
Spain 3.93%
Switzerland 3.06%
1.38%
0.00%
Greater Asia 14.26%
Japan 3.94%
0.00%
8.79%
Hong Kong 3.97%
South Korea 4.81%
1.54%
Indonesia 1.54%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
24.86%
Materials
6.37%
Consumer Discretionary
7.58%
Financials
7.01%
Real Estate
3.89%
Sensitive
53.05%
Communication Services
5.68%
Energy
5.69%
Industrials
34.50%
Information Technology
7.18%
Defensive
22.08%
Consumer Staples
12.12%
Health Care
9.96%
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