Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.27%
Stock 97.66%
Bond 0.56%
Convertible 0.00%
Preferred 0.95%
Other 0.56%
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Market Capitalization

As of November 30, 2025
Large 77.47%
Mid 15.14%
Small 7.39%
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Region Exposure

% Developed Markets: 96.63%    % Emerging Markets: 3.36%    % Unidentified Markets: 0.01%

Americas 55.49%
54.85%
Canada 1.84%
United States 53.02%
0.64%
Peru 0.63%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.78%
United Kingdom 5.92%
26.85%
France 7.25%
Germany 1.31%
Greece 0.18%
Ireland 9.28%
Italy 0.63%
Netherlands 2.19%
Spain 0.73%
Sweden 0.32%
Switzerland 4.92%
0.00%
0.00%
Greater Asia 11.73%
Japan 5.40%
0.00%
Australia 0.00%
3.60%
Hong Kong 0.40%
Singapore 0.00%
South Korea 0.82%
Taiwan 2.38%
2.73%
China 1.60%
India 1.13%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
31.26%
Materials
2.67%
Consumer Discretionary
6.92%
Financials
21.50%
Real Estate
0.18%
Sensitive
44.41%
Communication Services
6.19%
Energy
3.51%
Industrials
12.94%
Information Technology
21.78%
Defensive
24.31%
Consumer Staples
6.52%
Health Care
14.59%
Utilities
3.19%
Not Classified
0.01%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.01%
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