Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.08%
Stock 97.07%
Bond 0.00%
Convertible 0.00%
Preferred 0.09%
Other 2.75%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.01%    % Emerging Markets: 0.21%    % Unidentified Markets: 2.78%

Americas 63.77%
63.72%
Canada 4.92%
United States 58.80%
0.05%
Mexico 0.01%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.65%
United Kingdom 4.84%
16.20%
Austria 0.12%
Belgium 0.29%
Denmark 0.56%
Finland 0.36%
France 2.82%
Germany 2.85%
Ireland 1.18%
Italy 0.92%
Netherlands 1.83%
Norway 0.22%
Portugal 0.06%
Spain 1.00%
Sweden 1.09%
Switzerland 2.83%
0.15%
Poland 0.15%
0.46%
Israel 0.46%
Greater Asia 11.80%
Japan 8.08%
2.40%
Australia 2.30%
1.28%
Hong Kong 0.67%
Singapore 0.60%
0.03%
China 0.03%
Unidentified Region 2.78%

Stock Sector Exposure

Cyclical
31.97%
Materials
3.65%
Consumer Discretionary
9.80%
Financials
16.83%
Real Estate
1.69%
Sensitive
48.53%
Communication Services
7.86%
Energy
3.57%
Industrials
11.68%
Information Technology
25.41%
Defensive
16.78%
Consumer Staples
5.26%
Health Care
8.86%
Utilities
2.65%
Not Classified
2.72%
Non Classified Equity
0.18%
Not Classified - Non Equity
2.54%
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