Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.43%
Stock 96.35%
Bond 0.00%
Convertible 0.00%
Preferred 0.22%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 82.46%
Mid 14.09%
Small 3.46%
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Region Exposure

% Developed Markets: 90.22%    % Emerging Markets: 6.78%    % Unidentified Markets: 3.01%

Americas 61.95%
59.66%
Canada 5.65%
United States 54.01%
2.29%
Brazil 1.08%
Chile 0.55%
Mexico 0.66%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.64%
United Kingdom 3.30%
12.81%
Austria 0.77%
Belgium 0.05%
Denmark 0.15%
Finland 0.26%
France 1.67%
Germany 2.46%
Ireland 1.02%
Italy 2.14%
Netherlands 0.42%
Norway 0.07%
Spain 2.34%
Sweden 0.48%
Switzerland 0.95%
1.58%
Poland 1.58%
0.95%
South Africa 0.95%
Greater Asia 16.41%
Japan 6.73%
1.57%
Australia 1.57%
6.15%
Hong Kong 0.34%
Singapore 1.95%
South Korea 2.23%
Taiwan 1.63%
1.96%
China 1.96%
Unidentified Region 3.01%

Stock Sector Exposure

Cyclical
36.99%
Materials
6.42%
Consumer Discretionary
7.90%
Financials
20.09%
Real Estate
2.57%
Sensitive
52.19%
Communication Services
7.59%
Energy
5.98%
Industrials
13.34%
Information Technology
25.28%
Defensive
10.82%
Consumer Staples
1.69%
Health Care
6.15%
Utilities
2.98%
Not Classified
0.00%
Non Classified Equity
0.00%
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