Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.20%
Stock 91.03%
Bond 0.42%
Convertible 0.00%
Preferred 0.26%
Other 7.09%
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Market Capitalization

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

% Developed Markets: 87.33%    % Emerging Markets: 5.57%    % Unidentified Markets: 7.10%

Americas 59.17%
57.97%
Canada 0.10%
United States 57.87%
1.20%
Brazil 0.56%
Chile 0.05%
Colombia 0.02%
Mexico 0.17%
Peru 0.02%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.82%
United Kingdom 2.36%
12.84%
Austria 0.11%
Belgium 0.25%
Denmark 0.64%
Finland 0.57%
France 1.24%
Germany 2.47%
Greece 0.05%
Ireland 1.11%
Italy 0.99%
Netherlands 1.21%
Norway 0.28%
Portugal 0.04%
Spain 0.49%
Sweden 0.91%
Switzerland 2.22%
0.19%
Czech Republic 0.01%
Poland 0.10%
Turkey 0.06%
1.43%
Egypt 0.01%
Israel 0.62%
Qatar 0.06%
Saudi Arabia 0.27%
South Africa 0.29%
United Arab Emirates 0.12%
Greater Asia 16.91%
Japan 6.70%
1.58%
Australia 1.55%
4.72%
Hong Kong 1.09%
Singapore 0.68%
South Korea 1.11%
Taiwan 1.82%
3.91%
China 1.96%
India 1.53%
Indonesia 0.12%
Malaysia 0.13%
Philippines 0.04%
Thailand 0.13%
Unidentified Region 7.10%

Stock Sector Exposure

Cyclical
31.83%
Materials
3.97%
Consumer Discretionary
10.34%
Financials
15.45%
Real Estate
2.07%
Sensitive
45.34%
Communication Services
7.96%
Energy
2.72%
Industrials
12.24%
Information Technology
22.43%
Defensive
15.50%
Consumer Staples
3.48%
Health Care
9.89%
Utilities
2.13%
Not Classified
7.33%
Non Classified Equity
0.25%
Not Classified - Non Equity
7.08%
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