Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.87%
Stock 98.91%
Bond 0.08%
Convertible 0.00%
Preferred 0.00%
Other 0.13%
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Market Capitalization

As of November 30, 2025
Large 85.74%
Mid 11.36%
Small 2.90%
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Region Exposure

% Developed Markets: 98.57%    % Emerging Markets: 1.17%    % Unidentified Markets: 0.26%

Americas 64.09%
63.47%
Canada 2.49%
United States 60.98%
0.62%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.84%
United Kingdom 5.29%
20.54%
Belgium 2.59%
France 2.58%
Germany 1.73%
Ireland 3.18%
Netherlands 4.64%
Norway 0.00%
Portugal 0.85%
Spain 2.72%
Switzerland 1.71%
0.00%
0.00%
Greater Asia 9.81%
Japan 3.47%
0.30%
Australia 0.30%
4.87%
Hong Kong 1.96%
Singapore 0.30%
Taiwan 2.60%
1.17%
China 1.17%
Unidentified Region 0.26%

Stock Sector Exposure

Cyclical
31.87%
Materials
3.23%
Consumer Discretionary
9.90%
Financials
17.01%
Real Estate
1.72%
Sensitive
50.52%
Communication Services
9.06%
Energy
3.47%
Industrials
10.45%
Information Technology
27.54%
Defensive
16.73%
Consumer Staples
5.21%
Health Care
8.96%
Utilities
2.55%
Not Classified
0.88%
Non Classified Equity
0.11%
Not Classified - Non Equity
0.77%
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