Asset Allocation

As of November 30, 2025.
Type % Net
Cash 25.33%
Stock 70.56%
Bond 0.01%
Convertible 0.00%
Preferred 0.11%
Other 3.99%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 82.12%    % Emerging Markets: 2.76%    % Unidentified Markets: 15.13%

Americas 65.84%
65.47%
Canada 1.81%
United States 63.66%
0.37%
Brazil 0.19%
Chile 0.03%
Colombia 0.01%
Mexico 0.09%
Peru 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.31%
United Kingdom 2.12%
7.48%
Austria 0.05%
Belgium 0.13%
Denmark 0.26%
Finland 0.15%
France 1.24%
Germany 1.21%
Greece 0.03%
Ireland 0.67%
Italy 0.43%
Netherlands 0.79%
Norway 0.09%
Portugal 0.03%
Spain 0.46%
Sweden 0.47%
Switzerland 1.39%
0.10%
Czech Republic 0.01%
Poland 0.04%
Russia 0.00%
Turkey 0.03%
0.61%
Egypt 0.00%
Israel 0.19%
Qatar 0.03%
Saudi Arabia 0.14%
South Africa 0.14%
United Arab Emirates 0.07%
Greater Asia 8.72%
Japan 3.45%
1.00%
Australia 0.96%
2.23%
Hong Kong 0.47%
Singapore 0.29%
South Korea 0.56%
Taiwan 0.90%
2.04%
China 1.03%
India 0.80%
Indonesia 0.06%
Malaysia 0.07%
Philippines 0.02%
Thailand 0.06%
Unidentified Region 15.13%

Stock Sector Exposure

Cyclical
27.42%
Materials
3.09%
Consumer Discretionary
8.67%
Financials
13.95%
Real Estate
1.71%
Sensitive
42.03%
Communication Services
7.32%
Energy
2.87%
Industrials
9.00%
Information Technology
22.84%
Defensive
14.42%
Consumer Staples
4.38%
Health Care
7.80%
Utilities
2.25%
Not Classified
16.13%
Non Classified Equity
15.79%
Not Classified - Non Equity
0.33%
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