Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.53%
Stock 98.06%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.41%
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Market Capitalization

As of November 30, 2025
Large 49.52%
Mid 42.44%
Small 8.04%
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Region Exposure

% Developed Markets: 93.39%    % Emerging Markets: 5.34%    % Unidentified Markets: 1.27%

Americas 66.61%
62.42%
Canada 5.64%
United States 56.78%
4.20%
Mexico 4.20%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.05%
United Kingdom 4.20%
18.85%
Belgium 0.45%
France 4.10%
Germany 3.48%
Italy 3.07%
Netherlands 0.65%
Spain 7.01%
Switzerland 0.09%
0.00%
0.00%
Greater Asia 9.06%
Japan 0.36%
6.56%
Australia 4.82%
1.30%
Singapore 1.30%
0.84%
India 0.22%
Philippines 0.62%
Unidentified Region 1.27%

Stock Sector Exposure

Cyclical
3.01%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.76%
Real Estate
2.24%
Sensitive
43.96%
Communication Services
0.95%
Energy
13.59%
Industrials
29.26%
Information Technology
0.16%
Defensive
52.66%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
52.66%
Not Classified
0.37%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.37%
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