Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.07%
Stock 99.63%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.29%
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Market Capitalization

As of November 30, 2025
Large 91.88%
Mid 7.05%
Small 1.07%
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Region Exposure

% Developed Markets: 91.66%    % Emerging Markets: 8.04%    % Unidentified Markets: 0.29%

Americas 67.88%
67.34%
Canada 2.32%
United States 65.02%
0.53%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.85%
United Kingdom 1.01%
16.84%
France 3.14%
Germany 2.47%
Italy 1.08%
Netherlands 5.56%
Spain 0.70%
Sweden 1.10%
Switzerland 1.99%
0.00%
0.00%
Greater Asia 13.98%
Japan 1.98%
0.00%
4.48%
Taiwan 4.48%
7.51%
China 2.57%
India 4.94%
Unidentified Region 0.29%

Stock Sector Exposure

Cyclical
25.52%
Materials
0.87%
Consumer Discretionary
9.87%
Financials
11.69%
Real Estate
3.10%
Sensitive
61.06%
Communication Services
22.55%
Energy
0.00%
Industrials
5.21%
Information Technology
33.29%
Defensive
13.13%
Consumer Staples
0.00%
Health Care
13.13%
Utilities
0.00%
Not Classified
0.30%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.30%
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