Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.18%
Stock 98.65%
Bond 0.86%
Convertible 0.00%
Preferred 0.56%
Other -1.25%
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Market Capitalization

As of November 30, 2025
Large 2.21%
Mid 6.14%
Small 91.65%
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Region Exposure

% Developed Markets: 94.43%    % Emerging Markets: 1.91%    % Unidentified Markets: 3.66%

Americas 89.74%
87.18%
Canada 1.37%
United States 85.81%
2.55%
Colombia 0.40%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.30%
United Kingdom 1.46%
1.73%
Italy 0.85%
Netherlands 0.64%
Switzerland 0.24%
0.00%
1.11%
Israel 1.11%
Greater Asia 2.30%
Japan 0.29%
0.18%
Australia 0.18%
0.32%
Hong Kong 0.20%
Singapore 0.12%
1.51%
Thailand 1.51%
Unidentified Region 3.66%

Stock Sector Exposure

Cyclical
18.88%
Materials
1.23%
Consumer Discretionary
9.42%
Financials
6.83%
Real Estate
1.40%
Sensitive
44.66%
Communication Services
1.54%
Energy
2.07%
Industrials
22.03%
Information Technology
19.02%
Defensive
30.13%
Consumer Staples
1.59%
Health Care
28.02%
Utilities
0.52%
Not Classified
6.32%
Non Classified Equity
4.33%
Not Classified - Non Equity
1.99%
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