Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.92%
Stock 95.07%
Bond 0.47%
Convertible 0.00%
Preferred 0.53%
Other 0.01%
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Market Capitalization

As of November 30, 2025
Large 57.86%
Mid 21.92%
Small 20.22%
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Region Exposure

% Developed Markets: 93.52%    % Emerging Markets: 5.85%    % Unidentified Markets: 0.63%

Americas 31.26%
31.22%
Canada 5.49%
United States 25.73%
0.04%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.66%
United Kingdom 10.78%
29.88%
Belgium 0.29%
Denmark 1.73%
France 8.01%
Germany 3.94%
Ireland 1.54%
Netherlands 8.29%
Norway 0.01%
Spain 1.24%
Switzerland 4.82%
0.00%
0.00%
Greater Asia 27.45%
Japan 7.18%
3.62%
Australia 3.62%
10.79%
Hong Kong 6.57%
Singapore 2.02%
South Korea 2.20%
5.85%
China 5.06%
Kazakhstan 0.80%
Unidentified Region 0.63%

Stock Sector Exposure

Cyclical
44.26%
Materials
8.11%
Consumer Discretionary
25.36%
Financials
10.79%
Real Estate
0.00%
Sensitive
34.67%
Communication Services
0.00%
Energy
0.00%
Industrials
23.70%
Information Technology
10.97%
Defensive
15.99%
Consumer Staples
4.74%
Health Care
8.94%
Utilities
2.31%
Not Classified
5.08%
Non Classified Equity
0.80%
Not Classified - Non Equity
4.28%
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