Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.17%
Stock 91.85%
Bond 4.53%
Convertible 0.00%
Preferred 0.15%
Other 0.30%
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Market Capitalization

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

% Developed Markets: 96.51%    % Emerging Markets: 3.18%    % Unidentified Markets: 0.31%

Americas 65.10%
63.94%
Canada 2.19%
United States 61.75%
1.15%
Brazil 0.48%
Chile 0.00%
Mexico 0.16%
Peru 0.10%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.17%
United Kingdom 5.93%
15.80%
Austria 0.06%
Denmark 0.36%
Finland 0.03%
France 3.45%
Germany 1.70%
Greece 0.12%
Ireland 3.34%
Italy 0.51%
Netherlands 1.51%
Norway 0.08%
Portugal 0.21%
Spain 0.68%
Sweden 0.35%
Switzerland 2.60%
0.05%
Czech Republic 0.01%
Russia 0.00%
Turkey 0.03%
0.39%
Israel 0.14%
Qatar 0.02%
Saudi Arabia 0.08%
South Africa 0.07%
United Arab Emirates 0.07%
Greater Asia 12.42%
Japan 5.28%
1.06%
Australia 1.04%
3.97%
Hong Kong 1.01%
Singapore 0.38%
South Korea 0.87%
Taiwan 1.61%
2.12%
China 0.89%
India 0.93%
Indonesia 0.13%
Philippines 0.03%
Thailand 0.13%
Unidentified Region 0.31%

Stock Sector Exposure

Cyclical
34.89%
Materials
4.18%
Consumer Discretionary
7.77%
Financials
16.35%
Real Estate
6.59%
Sensitive
42.09%
Communication Services
5.47%
Energy
3.71%
Industrials
13.81%
Information Technology
19.10%
Defensive
17.52%
Consumer Staples
4.60%
Health Care
9.42%
Utilities
3.49%
Not Classified
5.50%
Non Classified Equity
0.34%
Not Classified - Non Equity
5.16%
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