Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.18%
Stock 98.77%
Bond 0.13%
Convertible 0.00%
Preferred 0.00%
Other -0.08%
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Market Capitalization

As of November 30, 2025
Large 55.99%
Mid 23.56%
Small 20.45%
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Region Exposure

% Developed Markets: 97.60%    % Emerging Markets: 2.30%    % Unidentified Markets: 0.10%

Americas 72.69%
71.59%
Canada 2.62%
United States 68.97%
1.10%
Brazil 0.36%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.70%
United Kingdom 1.69%
10.85%
Belgium 0.74%
France 0.71%
Germany 1.35%
Ireland 0.78%
Italy 0.73%
Netherlands 3.14%
Norway 0.33%
Spain 1.04%
Sweden 0.70%
Switzerland 0.66%
0.00%
1.17%
Israel 1.17%
Greater Asia 13.51%
Japan 3.68%
0.36%
Australia 0.36%
7.70%
Hong Kong 0.41%
Singapore 2.20%
South Korea 0.30%
Taiwan 4.79%
1.77%
China 1.77%
Unidentified Region 0.10%

Stock Sector Exposure

Cyclical
23.37%
Materials
0.00%
Consumer Discretionary
6.46%
Financials
16.77%
Real Estate
0.15%
Sensitive
54.54%
Communication Services
13.07%
Energy
0.00%
Industrials
12.02%
Information Technology
29.46%
Defensive
20.92%
Consumer Staples
0.00%
Health Care
20.92%
Utilities
0.00%
Not Classified
1.16%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.16%
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