Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.60%
Stock 99.36%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of November 30, 2025
Large 77.37%
Mid 9.62%
Small 13.01%
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Region Exposure

% Developed Markets: 96.49%    % Emerging Markets: 3.47%    % Unidentified Markets: 0.04%

Americas 75.72%
73.59%
Canada 3.21%
United States 70.38%
2.13%
Brazil 0.91%
Mexico 0.74%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.74%
United Kingdom 7.20%
9.54%
Austria 1.17%
Belgium 1.68%
Denmark 1.17%
Finland 0.00%
France 1.12%
Germany 1.08%
Ireland 0.96%
Italy 0.01%
Netherlands 1.27%
Norway 0.00%
Portugal 0.00%
Spain 1.05%
Sweden 0.01%
Switzerland 0.03%
0.00%
0.00%
Israel 0.00%
Greater Asia 7.50%
Japan 1.86%
0.02%
Australia 0.02%
3.79%
Hong Kong 0.84%
Singapore 0.00%
South Korea 0.99%
Taiwan 1.95%
1.83%
China 1.12%
Indonesia 0.70%
Unidentified Region 0.04%

Stock Sector Exposure

Cyclical
32.74%
Materials
3.12%
Consumer Discretionary
9.87%
Financials
17.87%
Real Estate
1.87%
Sensitive
49.55%
Communication Services
8.75%
Energy
2.38%
Industrials
10.86%
Information Technology
27.57%
Defensive
17.71%
Consumer Staples
4.70%
Health Care
9.97%
Utilities
3.03%
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