Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.25%
Stock 96.64%
Bond 1.88%
Convertible 0.00%
Preferred 0.00%
Other 0.22%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 57.14%
Mid 29.20%
Small 13.66%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 94.19%    % Emerging Markets: 4.34%    % Unidentified Markets: 1.47%

Americas 51.98%
49.82%
Canada 5.77%
United States 44.06%
2.16%
Brazil 2.16%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 39.82%
United Kingdom 13.95%
23.69%
Belgium 2.22%
Finland 3.09%
France 6.20%
Germany 2.33%
Ireland 1.21%
Netherlands 1.46%
Spain 3.81%
Sweden 3.37%
0.00%
2.18%
South Africa 2.18%
Greater Asia 6.73%
Japan 1.98%
0.00%
4.74%
Singapore 3.16%
Taiwan 1.58%
0.00%
Unidentified Region 1.47%

Stock Sector Exposure

Cyclical
17.07%
Materials
2.16%
Consumer Discretionary
0.00%
Financials
1.50%
Real Estate
13.41%
Sensitive
44.60%
Communication Services
12.13%
Energy
0.00%
Industrials
29.40%
Information Technology
3.07%
Defensive
35.34%
Consumer Staples
0.00%
Health Care
2.11%
Utilities
33.22%
Not Classified
3.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.00%
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