Asset Allocation

As of November 30, 2025.
Type % Net
Cash 10.84%
Stock 88.47%
Bond 0.72%
Convertible 0.00%
Preferred 0.00%
Other -0.03%
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Market Capitalization

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

% Developed Markets: 82.39%    % Emerging Markets: 6.80%    % Unidentified Markets: 10.81%

Americas 62.12%
60.50%
Canada 1.25%
United States 59.25%
1.62%
Brazil 1.61%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.08%
United Kingdom 1.37%
7.71%
Germany 3.49%
Ireland 0.13%
Netherlands 0.01%
Spain 1.57%
Switzerland 0.02%
0.00%
-0.00%
Israel -0.00%
Greater Asia 17.99%
Japan 7.01%
0.00%
5.79%
Hong Kong 2.48%
Singapore 1.07%
Taiwan 2.24%
5.19%
China 3.89%
India 1.30%
Thailand -0.00%
Unidentified Region 10.81%

Stock Sector Exposure

Cyclical
24.61%
Materials
0.10%
Consumer Discretionary
8.51%
Financials
15.89%
Real Estate
0.10%
Sensitive
61.32%
Communication Services
17.54%
Energy
1.66%
Industrials
12.38%
Information Technology
29.73%
Defensive
13.35%
Consumer Staples
4.36%
Health Care
8.77%
Utilities
0.21%
Not Classified
0.73%
Non Classified Equity
-0.00%
Not Classified - Non Equity
0.73%
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