Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.65%
Stock 97.00%
Bond 1.18%
Convertible 0.00%
Preferred 0.00%
Other 0.17%
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Market Capitalization

As of November 30, 2025
Large 81.04%
Mid 12.27%
Small 6.69%
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Region Exposure

% Developed Markets: 96.72%    % Emerging Markets: 1.54%    % Unidentified Markets: 1.74%

Americas 61.57%
60.82%
Canada 4.17%
United States 56.65%
0.75%
Brazil 0.57%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 26.16%
United Kingdom 10.44%
14.99%
Belgium 1.02%
Denmark 0.18%
France 2.63%
Germany 4.07%
Ireland 1.61%
Italy 1.55%
Netherlands 1.80%
Sweden 0.12%
Switzerland 2.00%
0.38%
0.35%
South Africa 0.28%
Greater Asia 10.53%
Japan 4.57%
0.00%
5.72%
Hong Kong 0.45%
South Korea 1.60%
Taiwan 3.66%
0.24%
India 0.24%
Unidentified Region 1.74%

Stock Sector Exposure

Cyclical
26.15%
Materials
2.39%
Consumer Discretionary
8.73%
Financials
13.88%
Real Estate
1.16%
Sensitive
48.12%
Communication Services
8.54%
Energy
3.73%
Industrials
11.74%
Information Technology
24.10%
Defensive
22.54%
Consumer Staples
8.12%
Health Care
10.71%
Utilities
3.71%
Not Classified
3.19%
Non Classified Equity
0.36%
Not Classified - Non Equity
2.83%
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