Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.53%
Stock 97.27%
Bond 0.16%
Convertible 0.00%
Preferred 0.12%
Other 0.92%
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Market Capitalization

As of November 30, 2025
Large 16.44%
Mid 18.44%
Small 65.13%
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Region Exposure

% Developed Markets: 95.85%    % Emerging Markets: 3.72%    % Unidentified Markets: 0.42%

Americas 52.98%
50.27%
Canada 3.11%
United States 47.16%
2.70%
Brazil 0.29%
Mexico 0.65%
Peru 0.18%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.19%
United Kingdom 8.83%
16.17%
Austria 0.90%
Belgium 0.16%
Denmark 0.00%
France 2.72%
Germany 1.30%
Greece 0.84%
Ireland 1.96%
Italy 1.57%
Netherlands 0.43%
Norway 0.86%
Portugal 0.27%
Spain 1.29%
Sweden 2.09%
Switzerland 1.28%
0.06%
Poland 0.06%
0.13%
Israel 0.13%
Greater Asia 21.41%
Japan 13.57%
0.52%
Australia 0.48%
4.77%
Hong Kong 0.58%
Singapore 0.77%
South Korea 1.93%
Taiwan 1.49%
2.55%
China 1.84%
India 0.36%
Indonesia 0.09%
Malaysia 0.05%
Philippines 0.21%
Unidentified Region 0.42%

Stock Sector Exposure

Cyclical
43.89%
Materials
6.67%
Consumer Discretionary
16.14%
Financials
19.06%
Real Estate
2.02%
Sensitive
37.67%
Communication Services
0.84%
Energy
5.30%
Industrials
20.07%
Information Technology
11.46%
Defensive
16.51%
Consumer Staples
6.89%
Health Care
8.38%
Utilities
1.24%
Not Classified
1.92%
Non Classified Equity
0.45%
Not Classified - Non Equity
1.48%
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