Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.20%
Stock 97.78%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
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Market Capitalization

As of November 30, 2025
Large 77.81%
Mid 16.30%
Small 5.88%
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Region Exposure

% Developed Markets: 97.84%    % Emerging Markets: 2.15%    % Unidentified Markets: 0.01%

Americas 60.79%
59.06%
Canada 2.20%
United States 56.86%
1.73%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.99%
United Kingdom 10.26%
17.73%
Belgium 3.04%
France 2.72%
Ireland 3.81%
Netherlands 1.26%
Portugal 1.84%
Switzerland 5.07%
0.00%
0.00%
Greater Asia 11.20%
Japan 5.46%
0.00%
3.60%
Taiwan 3.60%
2.15%
India 2.15%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
29.98%
Materials
4.10%
Consumer Discretionary
5.26%
Financials
20.62%
Real Estate
0.00%
Sensitive
48.07%
Communication Services
1.46%
Energy
0.00%
Industrials
16.65%
Information Technology
29.97%
Defensive
21.94%
Consumer Staples
3.76%
Health Care
18.18%
Utilities
0.00%
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