Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.48%
Stock 97.27%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.25%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 68.94%
Mid 20.19%
Small 10.87%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.62%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.38%

Americas 61.46%
59.13%
Canada 5.52%
United States 53.61%
2.33%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.44%
United Kingdom 7.25%
15.90%
Austria 0.62%
Finland 0.44%
France 0.66%
Germany 1.37%
Italy 0.58%
Netherlands 2.76%
Spain 4.32%
Sweden 1.47%
Switzerland 3.68%
0.00%
1.29%
Israel 1.29%
Greater Asia 11.71%
Japan 8.04%
3.14%
Australia 3.14%
0.54%
Hong Kong 0.25%
South Korea 0.30%
0.00%
Unidentified Region 2.38%

Stock Sector Exposure

Cyclical
100.0%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
100.0%
Real Estate
0.00%
Sensitive
0.00%
Communication Services
0.00%
Energy
0.00%
Industrials
0.00%
Information Technology
0.00%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of November 30, 2025
View Region Exposure
Start Trial

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