Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.07%
Stock 93.35%
Bond 4.74%
Convertible 0.00%
Preferred 0.00%
Other -0.15%
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Market Capitalization

As of November 30, 2025
Large 75.21%
Mid 14.15%
Small 10.64%
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Region Exposure

% Developed Markets: 97.82%    % Emerging Markets: 1.82%    % Unidentified Markets: 0.36%

Americas 62.43%
61.65%
Canada 4.66%
United States 56.98%
0.78%
Brazil 0.46%
Chile 0.00%
Mexico 0.04%
Peru 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.47%
United Kingdom 10.10%
14.54%
Austria 0.00%
Belgium 1.12%
Denmark 0.20%
France 2.58%
Germany 3.94%
Ireland 1.37%
Italy 1.41%
Netherlands 1.66%
Norway 0.02%
Portugal 0.02%
Spain 0.11%
Sweden 0.31%
Switzerland 1.74%
0.46%
Czech Republic 0.01%
Poland 0.01%
0.37%
Israel 0.02%
South Africa 0.22%
Greater Asia 11.74%
Japan 5.04%
0.90%
Australia 0.89%
5.34%
Hong Kong 0.46%
Singapore 0.33%
South Korea 1.40%
Taiwan 3.16%
0.46%
China 0.19%
India 0.21%
Indonesia 0.02%
Malaysia 0.02%
Thailand 0.02%
Unidentified Region 0.36%

Stock Sector Exposure

Cyclical
32.91%
Materials
2.18%
Consumer Discretionary
7.78%
Financials
12.50%
Real Estate
10.45%
Sensitive
43.63%
Communication Services
7.81%
Energy
3.33%
Industrials
10.70%
Information Technology
21.80%
Defensive
20.47%
Consumer Staples
7.35%
Health Care
9.83%
Utilities
3.30%
Not Classified
2.99%
Non Classified Equity
0.61%
Not Classified - Non Equity
2.38%
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