Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.43%
Stock 92.43%
Bond 4.40%
Convertible 0.00%
Preferred 0.07%
Other 0.67%
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Market Capitalization

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

% Developed Markets: 95.12%    % Emerging Markets: 2.19%    % Unidentified Markets: 2.69%

Americas 78.49%
77.63%
Canada 0.57%
United States 77.05%
0.87%
Argentina 0.00%
Brazil 0.32%
Chile 0.03%
Colombia 0.00%
Mexico 0.11%
Peru 0.02%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.86%
United Kingdom 3.12%
8.34%
Austria 0.00%
Belgium 0.07%
Denmark 0.32%
Finland 0.04%
France 1.39%
Germany 0.86%
Ireland 1.73%
Italy 0.31%
Netherlands 1.82%
Norway 0.08%
Portugal 0.05%
Spain 0.48%
Sweden 0.10%
Switzerland 0.99%
0.06%
Turkey 0.01%
0.33%
Israel 0.17%
South Africa 0.09%
United Arab Emirates 0.06%
Greater Asia 6.96%
Japan 1.94%
0.27%
Australia 0.27%
3.23%
Hong Kong 0.53%
Singapore 0.29%
South Korea 1.04%
Taiwan 1.37%
1.52%
China 0.86%
India 0.49%
Indonesia 0.02%
Kazakhstan 0.00%
Philippines 0.03%
Thailand 0.11%
Unidentified Region 2.69%

Stock Sector Exposure

Cyclical
28.58%
Materials
3.30%
Consumer Discretionary
11.13%
Financials
13.11%
Real Estate
1.04%
Sensitive
47.11%
Communication Services
8.40%
Energy
2.15%
Industrials
9.77%
Information Technology
26.80%
Defensive
15.65%
Consumer Staples
4.49%
Health Care
9.69%
Utilities
1.47%
Not Classified
8.66%
Non Classified Equity
0.08%
Not Classified - Non Equity
8.58%
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