Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.49%
Stock 96.58%
Bond 0.00%
Convertible 0.00%
Preferred 0.93%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 14.43%
Mid 34.82%
Small 50.75%
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Region Exposure

% Developed Markets: 92.71%    % Emerging Markets: 7.29%    % Unidentified Markets: 0.00%

Americas 48.16%
44.40%
Canada 3.77%
United States 40.63%
3.76%
Brazil 3.76%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.07%
United Kingdom 11.43%
20.17%
France 2.05%
Germany 4.99%
Ireland 5.93%
Italy 0.67%
Netherlands 2.72%
Norway 1.00%
Spain 0.49%
Switzerland 1.22%
0.47%
Turkey 0.47%
0.00%
Greater Asia 19.77%
Japan 10.26%
2.27%
Australia 2.27%
4.18%
Hong Kong 1.73%
South Korea 0.35%
Taiwan 1.07%
3.06%
China 0.92%
India 1.63%
Philippines 0.51%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
35.01%
Materials
8.84%
Consumer Discretionary
10.79%
Financials
10.98%
Real Estate
4.40%
Sensitive
49.93%
Communication Services
2.96%
Energy
3.36%
Industrials
28.96%
Information Technology
14.65%
Defensive
15.06%
Consumer Staples
6.79%
Health Care
8.28%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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