Asset Allocation

As of November 30, 2024.
Type % Net
Cash 0.36%
Stock 99.37%
Bond 0.05%
Convertible 0.00%
Preferred 0.09%
Other 0.13%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 96.11%    % Emerging Markets: 3.53%    % Unidentified Markets: 0.36%

Americas 53.01%
53.01%
Canada 1.31%
United States 51.70%
0.00%
As of November 30, 2024. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 38.32%
United Kingdom 2.72%
35.60%
Belgium 0.00%
Denmark 1.15%
France 16.46%
Germany 1.95%
Ireland 0.99%
Italy 5.98%
Netherlands 1.08%
Norway 0.00%
Switzerland 7.98%
0.00%
0.00%
Greater Asia 8.30%
Japan 2.91%
0.01%
Australia 0.01%
1.85%
Hong Kong 0.87%
Singapore 0.57%
Taiwan 0.41%
3.53%
China 0.18%
India 3.35%
Unidentified Region 0.36%

Stock Sector Exposure

Cyclical
60.87%
Materials
0.17%
Consumer Discretionary
57.32%
Financials
3.38%
Real Estate
0.00%
Sensitive
15.97%
Communication Services
7.65%
Energy
0.00%
Industrials
0.00%
Information Technology
8.32%
Defensive
21.96%
Consumer Staples
14.06%
Health Care
7.90%
Utilities
0.00%
Not Classified
1.20%
Non Classified Equity
0.81%
Not Classified - Non Equity
0.39%
As of November 30, 2024
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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