Asset Allocation

As of November 30, 2025.
Type % Net
Cash 4.41%
Stock 94.98%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.61%
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Market Capitalization

As of November 30, 2025
Large 69.76%
Mid 14.38%
Small 15.86%
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Region Exposure

% Developed Markets: 98.15%    % Emerging Markets: 1.23%    % Unidentified Markets: 0.62%

Americas 75.58%
75.16%
Canada 0.33%
United States 74.83%
0.42%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.91%
United Kingdom 3.03%
12.35%
Austria 0.66%
Belgium 1.50%
Denmark 0.06%
France 2.78%
Germany 1.41%
Ireland 1.91%
Italy 0.40%
Netherlands 0.60%
Norway 0.10%
Spain 0.10%
Sweden 0.28%
Switzerland 1.44%
0.00%
0.53%
Israel 0.53%
Greater Asia 7.89%
Japan 4.91%
0.28%
Australia 0.28%
1.72%
Hong Kong 0.28%
Singapore 1.15%
South Korea 0.06%
Taiwan 0.23%
0.98%
China 0.66%
Thailand 0.32%
Unidentified Region 0.62%

Stock Sector Exposure

Cyclical
30.12%
Materials
1.38%
Consumer Discretionary
12.41%
Financials
14.98%
Real Estate
1.35%
Sensitive
53.55%
Communication Services
11.20%
Energy
0.69%
Industrials
13.27%
Information Technology
28.39%
Defensive
15.89%
Consumer Staples
3.40%
Health Care
11.13%
Utilities
1.35%
Not Classified
0.44%
Non Classified Equity
0.44%
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