Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.00%
Stock 95.76%
Bond 2.13%
Convertible 0.00%
Preferred 1.11%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 64.73%
Mid 22.32%
Small 12.95%
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Region Exposure

% Developed Markets: 90.05%    % Emerging Markets: 9.25%    % Unidentified Markets: 0.69%

Americas 16.58%
13.29%
Canada 9.96%
United States 3.34%
3.29%
Brazil 1.11%
Mexico 2.18%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 54.56%
United Kingdom 27.58%
26.98%
Austria 1.79%
France 4.51%
Germany 3.61%
Ireland 4.44%
Netherlands 3.17%
Switzerland 8.68%
0.00%
0.00%
Greater Asia 28.17%
Japan 7.11%
1.46%
Australia 1.46%
13.63%
Hong Kong 2.58%
Singapore 1.42%
South Korea 4.28%
Taiwan 5.35%
5.97%
China 1.59%
India 4.37%
Unidentified Region 0.69%

Stock Sector Exposure

Cyclical
33.82%
Materials
4.63%
Consumer Discretionary
8.00%
Financials
21.19%
Real Estate
0.00%
Sensitive
37.33%
Communication Services
2.38%
Energy
6.74%
Industrials
18.58%
Information Technology
9.63%
Defensive
25.72%
Consumer Staples
15.17%
Health Care
8.57%
Utilities
1.97%
Not Classified
3.13%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.13%
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