Asset Allocation

As of November 30, 2025.
Type % Net
Cash 4.58%
Stock 94.40%
Bond 0.55%
Convertible 0.00%
Preferred 0.51%
Other -0.04%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 93.56%    % Emerging Markets: 5.74%    % Unidentified Markets: 0.70%

Americas 31.53%
31.49%
Canada 5.66%
United States 25.83%
0.04%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.64%
United Kingdom 10.64%
30.01%
Belgium 0.29%
Denmark 1.72%
France 7.77%
Germany 4.51%
Ireland 1.47%
Netherlands 8.09%
Norway 0.01%
Spain 1.24%
Switzerland 4.90%
0.00%
0.00%
Greater Asia 27.14%
Japan 7.07%
3.63%
Australia 3.63%
10.70%
Hong Kong 6.51%
Singapore 2.00%
South Korea 2.19%
5.74%
China 4.98%
Kazakhstan 0.76%
Unidentified Region 0.70%

Stock Sector Exposure

Cyclical
43.38%
Materials
8.02%
Consumer Discretionary
25.00%
Financials
10.35%
Real Estate
0.00%
Sensitive
34.24%
Communication Services
0.00%
Energy
0.00%
Industrials
23.35%
Information Technology
10.89%
Defensive
16.63%
Consumer Staples
4.59%
Health Care
9.76%
Utilities
2.28%
Not Classified
5.75%
Non Classified Equity
0.76%
Not Classified - Non Equity
4.99%
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