Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.44%
Stock 94.54%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.02%
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Market Capitalization

As of November 30, 2025
Large 85.98%
Mid 9.08%
Small 4.94%
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Region Exposure

% Developed Markets: 89.13%    % Emerging Markets: 5.41%    % Unidentified Markets: 5.46%

Americas 57.09%
57.09%
United States 57.09%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.13%
United Kingdom 7.31%
17.25%
Austria 1.41%
France 4.76%
Germany 2.14%
Ireland 2.37%
Italy 1.18%
Netherlands 1.97%
Spain 2.75%
0.00%
0.57%
Israel 0.57%
Greater Asia 12.32%
Japan 1.43%
0.51%
Australia 0.51%
5.90%
Singapore 1.14%
South Korea 1.35%
Taiwan 3.41%
4.48%
China 2.94%
India 1.54%
Unidentified Region 5.46%

Stock Sector Exposure

Cyclical
26.59%
Materials
3.27%
Consumer Discretionary
8.04%
Financials
15.28%
Real Estate
0.00%
Sensitive
55.63%
Communication Services
15.34%
Energy
2.54%
Industrials
9.03%
Information Technology
28.71%
Defensive
17.78%
Consumer Staples
3.70%
Health Care
12.94%
Utilities
1.15%
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