Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.79%
Stock 99.01%
Bond 0.09%
Convertible 0.00%
Preferred 0.00%
Other 0.11%
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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: 98.58%    % Emerging Markets: 1.17%    % Unidentified Markets: 0.24%

Americas 63.86%
63.24%
Canada 2.57%
United States 60.67%
0.62%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.95%
United Kingdom 5.28%
20.67%
Belgium 2.64%
France 2.60%
Germany 1.73%
Ireland 3.21%
Netherlands 4.68%
Norway 0.00%
Portugal 0.85%
Spain 2.72%
Switzerland 1.73%
0.00%
0.00%
Greater Asia 9.95%
Japan 3.53%
0.31%
Australia 0.31%
4.93%
Hong Kong 1.98%
Singapore 0.31%
Taiwan 2.64%
1.17%
China 1.17%
Unidentified Region 0.24%

Stock Sector Exposure

Cyclical
31.85%
Materials
3.22%
Consumer Discretionary
9.90%
Financials
17.02%
Real Estate
1.71%
Sensitive
50.53%
Communication Services
9.04%
Energy
3.52%
Industrials
10.50%
Information Technology
27.47%
Defensive
16.66%
Consumer Staples
5.23%
Health Care
8.91%
Utilities
2.52%
Not Classified
0.96%
Non Classified Equity
0.11%
Not Classified - Non Equity
0.85%
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