Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.03%
Stock 95.35%
Bond 1.97%
Convertible 0.00%
Preferred 0.35%
Other 0.30%
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Market Capitalization

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

% Developed Markets: 87.92%    % Emerging Markets: 10.17%    % Unidentified Markets: 1.92%

Americas 57.89%
55.47%
Canada 24.58%
United States 30.89%
2.42%
Brazil 0.54%
Colombia 0.03%
Mexico 1.09%
Peru 0.33%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.33%
United Kingdom 5.56%
15.83%
Austria 0.05%
Belgium 0.48%
Denmark 0.37%
Finland 0.25%
France 3.50%
Germany 2.51%
Greece 0.51%
Ireland 1.79%
Italy 0.87%
Netherlands 1.45%
Norway 0.00%
Portugal 0.02%
Spain 1.10%
Sweden 0.87%
Switzerland 1.91%
0.71%
Turkey 0.26%
1.25%
Israel 0.06%
Saudi Arabia 0.35%
South Africa 0.63%
United Arab Emirates 0.20%
Greater Asia 16.86%
Japan 4.46%
0.17%
Australia 0.16%
5.77%
Hong Kong 0.63%
Singapore 0.29%
South Korea 1.74%
Taiwan 3.11%
6.46%
China 4.39%
India 1.45%
Indonesia 0.35%
Kazakhstan 0.02%
Malaysia 0.19%
Thailand 0.06%
Unidentified Region 1.92%

Stock Sector Exposure

Cyclical
39.30%
Materials
8.68%
Consumer Discretionary
8.69%
Financials
21.27%
Real Estate
0.66%
Sensitive
44.32%
Communication Services
7.07%
Energy
5.22%
Industrials
14.38%
Information Technology
17.65%
Defensive
10.69%
Consumer Staples
4.07%
Health Care
4.73%
Utilities
1.89%
Not Classified
5.69%
Non Classified Equity
1.00%
Not Classified - Non Equity
4.69%
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