Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.32%
Stock 97.62%
Bond 0.23%
Convertible 0.00%
Preferred 0.00%
Other 1.83%
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Market Capitalization

As of November 30, 2025
Large 65.92%
Mid 14.95%
Small 19.13%
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Region Exposure

% Developed Markets: 99.77%    % Emerging Markets: 0.04%    % Unidentified Markets: 0.19%

Americas 91.01%
89.49%
Canada 3.63%
United States 85.86%
1.52%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.54%
United Kingdom 3.26%
1.28%
Denmark 0.09%
Germany 0.30%
Netherlands 0.27%
Switzerland 0.62%
0.00%
0.00%
Greater Asia 4.25%
Japan 0.00%
0.00%
4.21%
Singapore 1.30%
South Korea 0.72%
Taiwan 2.19%
0.04%
India 0.04%
Unidentified Region 0.19%

Stock Sector Exposure

Cyclical
25.42%
Materials
2.78%
Consumer Discretionary
3.31%
Financials
16.74%
Real Estate
2.59%
Sensitive
61.01%
Communication Services
12.48%
Energy
5.77%
Industrials
15.45%
Information Technology
27.30%
Defensive
12.56%
Consumer Staples
4.06%
Health Care
7.28%
Utilities
1.22%
Not Classified
1.01%
Non Classified Equity
0.45%
Not Classified - Non Equity
0.57%
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