Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.07%
Stock 99.12%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.19%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 64.49%
Mid 13.76%
Small 21.75%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.01%    % Emerging Markets: 1.17%    % Unidentified Markets: -0.19%

Americas 72.62%
72.62%
Canada 1.07%
United States 71.55%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.00%
United Kingdom 4.63%
12.38%
France 2.73%
Netherlands 3.24%
Switzerland 6.41%
0.00%
0.00%
Greater Asia 10.57%
Japan 2.22%
0.00%
7.18%
Taiwan 7.18%
1.17%
India 1.17%
Unidentified Region -0.19%

Stock Sector Exposure

Cyclical
40.58%
Materials
2.35%
Consumer Discretionary
18.67%
Financials
19.55%
Real Estate
0.00%
Sensitive
45.73%
Communication Services
8.40%
Energy
0.00%
Industrials
13.44%
Information Technology
23.88%
Defensive
13.69%
Consumer Staples
5.37%
Health Care
7.85%
Utilities
0.47%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of November 30, 2025
View Region Exposure
Start Trial

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