Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.59%
Stock 82.33%
Bond 0.93%
Convertible 0.00%
Preferred 3.45%
Other 9.70%
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Market Capitalization

As of November 30, 2025
Large 74.64%
Mid 18.46%
Small 6.90%
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Region Exposure

% Developed Markets: 81.95%    % Emerging Markets: 7.95%    % Unidentified Markets: 10.11%

Americas 20.03%
12.80%
Canada 10.33%
United States 2.47%
7.24%
Brazil 1.99%
Chile 0.80%
Mexico 3.16%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 38.83%
United Kingdom 14.74%
23.21%
Belgium 1.46%
Finland 0.36%
France 5.78%
Germany 3.76%
Netherlands 3.23%
Norway 0.89%
Sweden 2.66%
Switzerland 4.75%
0.29%
Turkey 0.29%
0.59%
Saudi Arabia 0.59%
Greater Asia 31.03%
Japan 13.58%
0.00%
16.34%
Hong Kong 5.17%
Singapore 2.12%
South Korea 6.55%
Taiwan 2.50%
1.12%
Indonesia 0.37%
Thailand 0.74%
Unidentified Region 10.11%

Stock Sector Exposure

Cyclical
41.15%
Materials
10.02%
Consumer Discretionary
12.85%
Financials
16.00%
Real Estate
2.27%
Sensitive
29.61%
Communication Services
0.81%
Energy
6.91%
Industrials
14.22%
Information Technology
7.66%
Defensive
27.55%
Consumer Staples
21.60%
Health Care
5.95%
Utilities
0.00%
Not Classified
1.69%
Non Classified Equity
0.87%
Not Classified - Non Equity
0.82%
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