Asset Allocation

As of November 30, 2025.
Type % Net
Cash 6.21%
Stock 92.13%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.65%
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Market Capitalization

As of November 30, 2025
Large 90.19%
Mid 8.88%
Small 0.93%
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Region Exposure

% Developed Markets: 98.35%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.65%

Americas 84.97%
84.97%
Canada 6.18%
United States 78.79%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.30%
United Kingdom 3.64%
6.05%
Germany 2.36%
Italy 0.99%
Netherlands 0.53%
Spain 2.18%
0.00%
1.60%
Israel 1.60%
Greater Asia 2.08%
Japan 1.02%
0.00%
1.06%
Hong Kong 1.06%
0.00%
Unidentified Region 1.65%

Stock Sector Exposure

Cyclical
31.79%
Materials
0.00%
Consumer Discretionary
6.45%
Financials
22.69%
Real Estate
2.65%
Sensitive
41.90%
Communication Services
6.36%
Energy
0.00%
Industrials
11.66%
Information Technology
23.88%
Defensive
26.31%
Consumer Staples
3.96%
Health Care
20.17%
Utilities
2.18%
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