Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.06%
Stock 98.68%
Bond 0.00%
Convertible 0.00%
Preferred 0.15%
Other 0.12%
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Market Capitalization

As of November 30, 2025
Large 81.86%
Mid 14.38%
Small 3.76%
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Region Exposure

% Developed Markets: 84.76%    % Emerging Markets: 14.40%    % Unidentified Markets: 0.84%

Americas 65.78%
62.52%
Canada 1.64%
United States 60.87%
3.26%
Argentina 0.27%
Brazil 1.09%
Mexico 0.75%
Peru 0.44%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.84%
United Kingdom 2.09%
9.59%
Denmark 0.15%
France 0.95%
Germany 2.38%
Ireland 0.43%
Italy 0.41%
Netherlands 2.51%
Portugal 0.11%
Spain 0.84%
Sweden 0.14%
Switzerland 1.11%
0.00%
1.16%
Israel 0.43%
Saudi Arabia 0.44%
South Africa 0.29%
Greater Asia 20.54%
Japan 2.62%
0.00%
7.33%
Hong Kong 1.56%
Singapore 1.48%
South Korea 1.43%
Taiwan 2.87%
10.59%
China 2.78%
India 3.52%
Indonesia 1.40%
Philippines 1.11%
Unidentified Region 0.84%

Stock Sector Exposure

Cyclical
31.09%
Materials
2.33%
Consumer Discretionary
9.31%
Financials
18.03%
Real Estate
1.42%
Sensitive
57.56%
Communication Services
9.98%
Energy
2.52%
Industrials
9.91%
Information Technology
35.14%
Defensive
11.25%
Consumer Staples
2.49%
Health Care
7.36%
Utilities
1.41%
Not Classified
0.10%
Non Classified Equity
0.10%
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