Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.75%
Stock 99.04%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.22%
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Market Capitalization

As of November 30, 2025
Large 77.73%
Mid 16.92%
Small 5.35%
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Region Exposure

% Developed Markets: 98.59%    % Emerging Markets: 1.19%    % Unidentified Markets: 0.22%

Americas 73.55%
72.36%
Canada 3.49%
United States 68.87%
1.19%
Brazil 1.19%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.68%
United Kingdom 7.13%
12.13%
Belgium 1.09%
Denmark 1.32%
Finland 0.63%
France 1.01%
Germany 3.80%
Netherlands 1.23%
Switzerland 3.05%
0.00%
1.41%
Israel 1.41%
Greater Asia 5.56%
Japan 2.76%
0.00%
2.80%
Singapore 0.96%
South Korea 0.00%
Taiwan 1.84%
0.00%
Unidentified Region 0.22%

Stock Sector Exposure

Cyclical
27.40%
Materials
0.73%
Consumer Discretionary
10.55%
Financials
14.15%
Real Estate
1.96%
Sensitive
50.21%
Communication Services
7.60%
Energy
2.18%
Industrials
10.31%
Information Technology
30.11%
Defensive
22.40%
Consumer Staples
5.93%
Health Care
14.79%
Utilities
1.68%
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