Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.38%
Stock 98.51%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.11%
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Market Capitalization

As of November 30, 2025
Large 86.22%
Mid 9.22%
Small 4.56%
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Region Exposure

% Developed Markets: 99.88%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.11%

Americas 39.77%
39.77%
Canada 1.07%
United States 38.70%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 53.76%
United Kingdom 17.41%
36.35%
Austria 2.43%
Belgium 1.00%
France 11.36%
Germany 5.77%
Ireland 0.02%
Italy 4.44%
Netherlands 5.74%
Spain 2.18%
Switzerland 3.40%
0.00%
0.00%
Greater Asia 6.35%
Japan 4.45%
0.00%
1.90%
Taiwan 1.90%
0.00%
India 0.00%
Unidentified Region 0.11%

Stock Sector Exposure

Cyclical
28.35%
Materials
2.37%
Consumer Discretionary
7.30%
Financials
18.68%
Real Estate
0.00%
Sensitive
45.18%
Communication Services
8.97%
Energy
3.44%
Industrials
16.50%
Information Technology
16.28%
Defensive
26.46%
Consumer Staples
10.40%
Health Care
11.64%
Utilities
4.42%
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