Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.55%
Stock 91.68%
Bond 2.12%
Convertible 0.00%
Preferred 0.22%
Other 3.43%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 81.12%
Mid 5.61%
Small 13.27%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 85.60%    % Emerging Markets: 7.73%    % Unidentified Markets: 6.68%

Americas 67.41%
65.85%
Canada 1.73%
United States 64.12%
1.57%
Argentina 0.12%
Brazil 0.46%
Chile 0.56%
Mexico 0.41%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.59%
United Kingdom 3.37%
9.07%
Belgium 0.12%
Denmark 0.27%
Finland 0.22%
France 2.00%
Germany 2.25%
Greece 0.09%
Ireland 0.26%
Italy 0.49%
Netherlands 0.94%
Spain 0.86%
Sweden 0.13%
Switzerland 1.45%
0.00%
0.15%
Qatar 0.05%
South Africa 0.05%
United Arab Emirates 0.05%
Greater Asia 13.32%
Japan 2.26%
0.99%
Australia 0.99%
3.94%
Hong Kong 1.20%
Singapore 0.31%
South Korea 1.82%
Taiwan 0.60%
6.12%
China 3.80%
India 1.89%
Thailand 0.43%
Unidentified Region 6.68%

Stock Sector Exposure

Cyclical
32.70%
Materials
1.52%
Consumer Discretionary
8.77%
Financials
17.09%
Real Estate
5.32%
Sensitive
47.15%
Communication Services
6.26%
Energy
2.58%
Industrials
11.99%
Information Technology
26.32%
Defensive
14.04%
Consumer Staples
3.82%
Health Care
7.75%
Utilities
2.47%
Not Classified
6.12%
Non Classified Equity
0.01%
Not Classified - Non Equity
6.11%
As of November 30, 2025
View Region Exposure
Start Trial

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