Asset Allocation

As of November 30, 2025.
Type % Net
Cash 11.49%
Stock 82.97%
Bond 1.06%
Convertible 0.00%
Preferred 0.82%
Other 3.65%
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Market Capitalization

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

% Developed Markets: 89.63%    % Emerging Markets: 7.68%    % Unidentified Markets: 2.69%

Americas 63.58%
61.33%
Canada 16.91%
United States 44.43%
2.25%
Brazil 0.76%
Chile 0.15%
Mexico 0.56%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.31%
United Kingdom 5.78%
18.59%
Denmark 0.57%
Finland 0.59%
France 4.09%
Germany 4.17%
Ireland 0.73%
Italy 1.13%
Netherlands 1.29%
Norway 0.33%
Spain 0.00%
Sweden 0.96%
Switzerland 4.72%
0.56%
Czech Republic 0.03%
Poland 0.39%
Turkey 0.07%
1.38%
Saudi Arabia 0.63%
South Africa 0.75%
Greater Asia 7.41%
Japan 0.00%
0.00%
Australia 0.00%
3.14%
Hong Kong 0.01%
Singapore 0.00%
South Korea 0.74%
Taiwan 2.38%
4.28%
China 2.14%
India 0.74%
Indonesia 0.40%
Malaysia 0.45%
Philippines 0.09%
Thailand 0.46%
Unidentified Region 2.69%

Stock Sector Exposure

Cyclical
26.31%
Materials
4.07%
Consumer Discretionary
5.85%
Financials
15.35%
Real Estate
1.03%
Sensitive
40.66%
Communication Services
7.35%
Energy
16.35%
Industrials
7.58%
Information Technology
9.38%
Defensive
32.02%
Consumer Staples
6.45%
Health Care
12.94%
Utilities
12.64%
Not Classified
1.01%
Non Classified Equity
1.00%
Not Classified - Non Equity
0.01%
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