Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.69%
Stock 97.88%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.43%
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Market Capitalization

As of November 30, 2025
Large 77.07%
Mid 15.26%
Small 7.67%
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Region Exposure

% Developed Markets: 99.57%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.43%

Americas 69.38%
69.38%
Canada 2.83%
United States 66.55%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.30%
United Kingdom 7.19%
16.11%
Austria 0.72%
Belgium 0.29%
Denmark 0.81%
France 2.90%
Germany 2.23%
Ireland 3.52%
Netherlands 4.05%
Spain 0.49%
Sweden 0.34%
Switzerland 0.31%
0.00%
0.00%
Greater Asia 6.89%
Japan 5.22%
0.00%
1.67%
Hong Kong 0.70%
Singapore 0.44%
Taiwan 0.53%
0.00%
Unidentified Region 0.43%

Stock Sector Exposure

Cyclical
29.01%
Materials
3.27%
Consumer Discretionary
8.09%
Financials
16.03%
Real Estate
1.61%
Sensitive
53.55%
Communication Services
9.86%
Energy
3.48%
Industrials
12.45%
Information Technology
27.75%
Defensive
17.44%
Consumer Staples
2.92%
Health Care
11.39%
Utilities
3.14%
Not Classified
0.00%
Non Classified Equity
0.00%
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