Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.52%
Stock 96.45%
Bond 0.00%
Convertible 0.00%
Preferred 3.03%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 70.84%
Mid 22.01%
Small 7.14%
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Region Exposure

% Developed Markets: 99.97%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.03%

Americas 62.45%
62.45%
Canada 0.20%
United States 62.25%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.70%
United Kingdom 6.85%
17.85%
Finland 1.86%
France 9.13%
Germany 2.09%
Italy 1.60%
Netherlands 1.33%
Switzerland 1.85%
0.00%
0.00%
Greater Asia 12.83%
Japan 5.84%
1.45%
Australia 1.45%
5.54%
Singapore 2.17%
South Korea 3.37%
0.00%
Unidentified Region 0.03%

Stock Sector Exposure

Cyclical
30.84%
Materials
4.00%
Consumer Discretionary
8.23%
Financials
14.69%
Real Estate
3.94%
Sensitive
43.10%
Communication Services
7.30%
Energy
1.91%
Industrials
10.93%
Information Technology
22.96%
Defensive
26.06%
Consumer Staples
10.61%
Health Care
13.84%
Utilities
1.61%
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