Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.44%
Stock 97.67%
Bond 1.07%
Convertible 0.00%
Preferred 0.00%
Other -0.17%
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Market Capitalization

As of November 30, 2025
Large 82.17%
Mid 17.83%
Small 0.00%
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Region Exposure

% Developed Markets: 91.29%    % Emerging Markets: 7.54%    % Unidentified Markets: 1.17%

Americas 54.03%
51.48%
United States 51.48%
2.55%
Brazil 2.55%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.61%
United Kingdom 10.70%
22.90%
France 2.79%
Germany 5.99%
Ireland 5.06%
Netherlands 3.19%
Sweden 2.37%
Switzerland 3.50%
0.00%
0.00%
Greater Asia 11.20%
Japan 0.00%
0.00%
6.21%
Hong Kong 3.11%
Taiwan 3.10%
4.99%
India 2.90%
Indonesia 2.10%
Unidentified Region 1.17%

Stock Sector Exposure

Cyclical
38.30%
Materials
1.42%
Consumer Discretionary
4.34%
Financials
32.54%
Real Estate
0.00%
Sensitive
47.39%
Communication Services
8.39%
Energy
0.00%
Industrials
17.37%
Information Technology
21.63%
Defensive
11.91%
Consumer Staples
3.70%
Health Care
8.21%
Utilities
0.00%
Not Classified
2.40%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.40%
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