Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.27%
Stock 93.28%
Bond 0.00%
Convertible 0.00%
Preferred 2.12%
Other 1.32%
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Market Capitalization

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

% Developed Markets: 71.75%    % Emerging Markets: 28.13%    % Unidentified Markets: 0.12%

Americas 50.13%
41.80%
Canada 5.39%
United States 36.41%
8.33%
Brazil 8.33%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.38%
United Kingdom 0.42%
21.90%
Austria 0.86%
Denmark 6.60%
Germany 1.62%
Italy 0.54%
Norway 0.00%
Portugal 3.50%
Spain 7.93%
Sweden 0.00%
Switzerland 0.85%
0.44%
Turkey 0.44%
1.61%
Israel 1.61%
Greater Asia 25.38%
Japan 3.24%
0.81%
1.96%
Hong Kong 0.02%
South Korea 1.54%
Taiwan 0.40%
19.36%
China 12.65%
India 5.67%
Indonesia 0.90%
Thailand 0.14%
Unidentified Region 0.12%

Stock Sector Exposure

Cyclical
1.22%
Materials
1.18%
Consumer Discretionary
0.05%
Financials
0.00%
Real Estate
0.00%
Sensitive
52.16%
Communication Services
0.00%
Energy
0.70%
Industrials
36.49%
Information Technology
14.97%
Defensive
46.56%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
46.56%
Not Classified
0.06%
Non Classified Equity
0.06%
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