Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.14%
Stock 97.47%
Bond 0.00%
Convertible 0.00%
Preferred 2.39%
Other -0.00%
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Market Capitalization

As of November 30, 2025
Large 86.11%
Mid 9.98%
Small 3.91%
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Region Exposure

% Developed Markets: 94.25%    % Emerging Markets: 1.58%    % Unidentified Markets: 4.16%

Americas 82.30%
81.30%
Canada 1.28%
United States 80.02%
1.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.63%
United Kingdom 0.24%
2.38%
Germany 1.04%
0.00%
0.00%
Greater Asia 10.91%
Japan 5.12%
0.00%
5.20%
Hong Kong 0.54%
South Korea 1.48%
Taiwan 3.18%
0.58%
China 0.58%
Unidentified Region 4.16%

Stock Sector Exposure

Cyclical
6.63%
Materials
0.00%
Consumer Discretionary
4.71%
Financials
1.92%
Real Estate
0.00%
Sensitive
89.60%
Communication Services
13.70%
Energy
0.00%
Industrials
2.50%
Information Technology
73.41%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
3.76%
Non Classified Equity
3.76%
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