Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.12%
Stock 97.61%
Bond 1.27%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 84.93%
Mid 14.28%
Small 0.79%
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Region Exposure

% Developed Markets: 98.68%    % Emerging Markets: 1.32%    % Unidentified Markets: 0.00%

Americas 72.86%
72.86%
Canada 6.05%
United States 66.81%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.82%
United Kingdom 5.89%
19.93%
France 9.85%
Germany 4.55%
Netherlands 5.53%
0.00%
0.00%
Greater Asia 1.32%
Japan 0.00%
0.00%
0.00%
1.32%
India 1.32%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
29.01%
Materials
0.69%
Consumer Discretionary
7.16%
Financials
19.00%
Real Estate
2.17%
Sensitive
53.52%
Communication Services
6.29%
Energy
9.93%
Industrials
11.55%
Information Technology
25.76%
Defensive
17.46%
Consumer Staples
6.90%
Health Care
9.47%
Utilities
1.10%
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