Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.82%
Stock 89.46%
Bond 0.00%
Convertible 0.00%
Preferred 6.72%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 74.37%
Mid 21.29%
Small 4.35%
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Region Exposure

% Developed Markets: 85.49%    % Emerging Markets: 14.17%    % Unidentified Markets: 0.34%

Americas 17.99%
3.82%
Canada 3.82%
14.17%
Brazil 6.56%
Mexico 7.61%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 55.78%
United Kingdom 13.23%
42.55%
Austria 1.04%
France 18.23%
Germany 5.69%
Italy 3.11%
Netherlands 6.03%
Spain 1.84%
Switzerland 6.61%
0.00%
0.00%
Greater Asia 25.89%
Japan 13.76%
0.00%
12.13%
Hong Kong 4.88%
Singapore 2.09%
South Korea 3.84%
Taiwan 1.32%
0.00%
Unidentified Region 0.34%

Stock Sector Exposure

Cyclical
27.30%
Materials
3.71%
Consumer Discretionary
14.54%
Financials
7.41%
Real Estate
1.63%
Sensitive
31.63%
Communication Services
5.62%
Energy
6.49%
Industrials
9.21%
Information Technology
10.31%
Defensive
40.72%
Consumer Staples
21.65%
Health Care
16.35%
Utilities
2.73%
Not Classified
0.36%
Non Classified Equity
0.36%
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