Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.96%
Stock 96.04%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 83.79%
Mid 12.39%
Small 3.82%
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Region Exposure

% Developed Markets: 98.23%    % Emerging Markets: 1.77%    % Unidentified Markets: 0.00%

Americas 65.94%
65.94%
Canada 1.53%
United States 64.40%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.80%
United Kingdom 7.76%
17.04%
France 5.57%
Germany 2.41%
Ireland 1.78%
Netherlands 1.63%
Spain 1.42%
Sweden 1.20%
Switzerland 3.02%
0.00%
0.00%
Greater Asia 9.26%
Japan 3.29%
0.00%
4.20%
Hong Kong 2.22%
Taiwan 1.98%
1.77%
India 1.77%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
29.18%
Materials
2.54%
Consumer Discretionary
9.22%
Financials
17.42%
Real Estate
0.00%
Sensitive
48.58%
Communication Services
9.16%
Energy
0.00%
Industrials
12.48%
Information Technology
26.95%
Defensive
22.24%
Consumer Staples
5.15%
Health Care
17.08%
Utilities
0.00%
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