Asset Allocation

As of November 30, 2025.
Type % Net
Cash 5.55%
Stock 92.76%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.69%
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Market Capitalization

As of November 30, 2025
Large 90.27%
Mid 8.84%
Small 0.88%
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Region Exposure

% Developed Markets: 98.31%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.69%

Americas 84.85%
84.85%
Canada 5.44%
United States 79.40%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.33%
United Kingdom 3.65%
6.07%
Germany 2.38%
Italy 0.99%
Netherlands 0.53%
Spain 2.18%
0.00%
1.61%
Israel 1.61%
Greater Asia 2.13%
Japan 1.07%
0.00%
1.06%
Hong Kong 1.06%
0.00%
Unidentified Region 1.69%

Stock Sector Exposure

Cyclical
31.84%
Materials
0.00%
Consumer Discretionary
6.45%
Financials
22.71%
Real Estate
2.68%
Sensitive
41.82%
Communication Services
6.31%
Energy
0.00%
Industrials
11.61%
Information Technology
23.90%
Defensive
26.34%
Consumer Staples
3.96%
Health Care
20.21%
Utilities
2.17%
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