Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.99%
Stock 90.42%
Bond 1.04%
Convertible 0.00%
Preferred 0.27%
Other 7.28%
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Market Capitalization

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

% Developed Markets: 86.63%    % Emerging Markets: 6.03%    % Unidentified Markets: 7.34%

Americas 58.87%
57.63%
Canada 0.12%
United States 57.51%
1.24%
Brazil 0.57%
Chile 0.06%
Colombia 0.02%
Mexico 0.19%
Peru 0.02%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.18%
United Kingdom 2.18%
12.31%
Austria 0.12%
Belgium 0.26%
Denmark 0.66%
Finland 0.60%
France 1.06%
Germany 2.45%
Greece 0.06%
Ireland 0.86%
Italy 1.01%
Netherlands 1.12%
Norway 0.30%
Portugal 0.04%
Spain 0.43%
Sweden 0.95%
Switzerland 2.17%
0.21%
Czech Republic 0.01%
Poland 0.10%
Turkey 0.06%
1.48%
Egypt 0.01%
Israel 0.60%
Qatar 0.06%
Saudi Arabia 0.30%
South Africa 0.31%
United Arab Emirates 0.14%
Greater Asia 17.62%
Japan 6.77%
1.54%
Australia 1.51%
5.03%
Hong Kong 1.14%
Singapore 0.70%
South Korea 1.21%
Taiwan 1.96%
4.28%
China 2.13%
India 1.66%
Indonesia 0.13%
Malaysia 0.14%
Philippines 0.04%
Thailand 0.18%
Unidentified Region 7.34%

Stock Sector Exposure

Cyclical
32.68%
Materials
4.22%
Consumer Discretionary
10.13%
Financials
15.72%
Real Estate
2.61%
Sensitive
43.20%
Communication Services
6.90%
Energy
2.86%
Industrials
13.59%
Information Technology
19.84%
Defensive
16.01%
Consumer Staples
3.82%
Health Care
9.53%
Utilities
2.66%
Not Classified
8.11%
Non Classified Equity
0.25%
Not Classified - Non Equity
7.86%
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