Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.50%
Stock 96.48%
Bond 0.00%
Convertible 0.00%
Preferred 0.14%
Other 0.88%
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Market Capitalization

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

% Developed Markets: 96.41%    % Emerging Markets: 0.91%    % Unidentified Markets: 2.68%

Americas 70.88%
70.43%
Canada 1.00%
United States 69.44%
0.45%
Brazil 0.05%
Colombia 0.01%
Mexico 0.07%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.91%
United Kingdom 4.32%
12.09%
Austria 0.01%
Belgium 0.33%
Denmark 0.30%
Finland 0.08%
France 2.36%
Germany 2.65%
Greece 0.05%
Ireland 0.81%
Italy 0.45%
Netherlands 1.51%
Norway 0.42%
Portugal 0.03%
Spain 0.50%
Sweden 0.55%
Switzerland 1.61%
0.05%
Turkey 0.04%
0.44%
Israel 0.34%
Saudi Arabia 0.02%
South Africa 0.06%
United Arab Emirates 0.02%
Greater Asia 9.53%
Japan 5.69%
0.94%
Australia 0.90%
2.36%
Hong Kong 0.78%
Singapore 0.54%
South Korea 0.47%
Taiwan 0.57%
0.53%
China 0.25%
India 0.24%
Kazakhstan 0.02%
Philippines 0.03%
Unidentified Region 2.68%

Stock Sector Exposure

Cyclical
31.83%
Materials
3.12%
Consumer Discretionary
10.77%
Financials
16.60%
Real Estate
1.34%
Sensitive
52.54%
Communication Services
9.37%
Energy
4.13%
Industrials
13.10%
Information Technology
25.94%
Defensive
15.52%
Consumer Staples
4.21%
Health Care
9.74%
Utilities
1.57%
Not Classified
0.12%
Non Classified Equity
0.12%
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