Asset Allocation

As of November 30, 2025.
Type % Net
Cash 5.39%
Stock 80.66%
Bond 0.47%
Convertible 0.00%
Preferred 1.83%
Other 11.65%
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Market Capitalization

As of November 30, 2025
Large 71.77%
Mid 16.03%
Small 12.20%
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Region Exposure

% Developed Markets: 84.22%    % Emerging Markets: 4.02%    % Unidentified Markets: 11.76%

Americas 49.97%
46.47%
Canada 7.06%
United States 39.41%
3.50%
Brazil 1.15%
Mexico 2.06%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.04%
United Kingdom 8.82%
14.71%
Belgium 0.74%
France 3.97%
Germany 2.42%
Ireland 1.00%
Netherlands 2.27%
Norway 0.25%
Sweden 0.97%
Switzerland 3.10%
0.00%
0.51%
Saudi Arabia 0.51%
Greater Asia 14.23%
Japan 5.92%
0.00%
8.01%
Hong Kong 2.78%
South Korea 3.88%
Taiwan 1.35%
0.30%
Thailand 0.30%
Unidentified Region 11.76%

Stock Sector Exposure

Cyclical
33.55%
Materials
8.15%
Consumer Discretionary
9.21%
Financials
12.77%
Real Estate
3.42%
Sensitive
40.02%
Communication Services
9.99%
Energy
6.87%
Industrials
11.86%
Information Technology
11.30%
Defensive
26.14%
Consumer Staples
13.49%
Health Care
12.66%
Utilities
0.00%
Not Classified
0.29%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.29%
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