Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.79%
Stock 97.67%
Bond 0.56%
Convertible 0.00%
Preferred 0.00%
Other 0.97%
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Market Capitalization

As of November 30, 2025
Large 16.57%
Mid 18.24%
Small 65.19%
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Region Exposure

% Developed Markets: 96.81%    % Emerging Markets: 2.41%    % Unidentified Markets: 0.78%

Americas 65.06%
62.47%
Canada 2.76%
United States 59.70%
2.60%
Brazil 0.16%
Mexico 0.18%
Peru 0.09%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.55%
United Kingdom 5.64%
11.85%
Austria 0.47%
Belgium 0.07%
France 2.31%
Germany 0.34%
Greece 1.16%
Ireland 1.70%
Italy 0.66%
Netherlands 1.18%
Norway 0.55%
Portugal 0.11%
Spain 0.80%
Sweden 1.25%
Switzerland 0.99%
0.02%
Poland 0.02%
0.04%
Israel 0.04%
Greater Asia 16.61%
Japan 8.48%
0.16%
Australia 0.14%
6.00%
Hong Kong 1.61%
Singapore 0.49%
South Korea 2.47%
Taiwan 1.44%
1.96%
China 1.34%
India 0.48%
Indonesia 0.02%
Malaysia 0.03%
Philippines 0.09%
Unidentified Region 0.78%

Stock Sector Exposure

Cyclical
43.63%
Materials
5.53%
Consumer Discretionary
15.49%
Financials
21.26%
Real Estate
1.35%
Sensitive
37.17%
Communication Services
0.54%
Energy
7.55%
Industrials
16.19%
Information Technology
12.90%
Defensive
17.61%
Consumer Staples
6.71%
Health Care
9.54%
Utilities
1.36%
Not Classified
1.58%
Non Classified Equity
0.22%
Not Classified - Non Equity
1.36%
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