Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.67%
Stock 97.66%
Bond 0.25%
Convertible 0.00%
Preferred 0.32%
Other 1.09%
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Market Capitalization

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

% Developed Markets: 91.54%    % Emerging Markets: 6.89%    % Unidentified Markets: 1.56%

Americas 69.64%
65.93%
Canada 4.97%
United States 60.96%
3.71%
Argentina 0.02%
Brazil 2.08%
Chile 0.30%
Colombia 0.08%
Mexico 0.85%
Peru 0.09%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.47%
United Kingdom 2.66%
8.58%
Austria 0.17%
Belgium 0.21%
Denmark 0.40%
Finland 0.28%
France 1.14%
Germany 1.29%
Greece 0.03%
Ireland 0.67%
Italy 0.80%
Netherlands 0.71%
Norway 0.14%
Portugal 0.03%
Spain 0.65%
Sweden 0.51%
Switzerland 1.36%
0.16%
Czech Republic 0.01%
Poland 0.00%
Russia 0.09%
Turkey 0.04%
1.07%
Egypt 0.00%
Israel 0.33%
Qatar 0.03%
Saudi Arabia 0.18%
South Africa 0.40%
United Arab Emirates 0.08%
Greater Asia 16.32%
Japan 8.03%
1.36%
Australia 1.32%
4.26%
Hong Kong 2.14%
Singapore 0.45%
South Korea 0.58%
Taiwan 1.05%
2.67%
China 1.37%
India 0.91%
Indonesia 0.08%
Kazakhstan 0.07%
Malaysia 0.10%
Philippines 0.03%
Thailand 0.10%
Unidentified Region 1.56%

Stock Sector Exposure

Cyclical
34.58%
Materials
6.28%
Consumer Discretionary
10.65%
Financials
15.93%
Real Estate
1.72%
Sensitive
48.30%
Communication Services
7.72%
Energy
5.49%
Industrials
10.43%
Information Technology
24.66%
Defensive
15.99%
Consumer Staples
3.90%
Health Care
9.64%
Utilities
2.45%
Not Classified
1.13%
Non Classified Equity
0.26%
Not Classified - Non Equity
0.87%
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