Asset Allocation

As of November 30, 2025.
Type % Net
Cash 31.99%
Stock 63.05%
Bond 0.21%
Convertible 0.00%
Preferred 4.10%
Other 0.65%
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Market Capitalization

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

% Developed Markets: 99.05%    % Emerging Markets: -0.03%    % Unidentified Markets: 0.98%

Americas 87.83%
86.61%
Canada -2.01%
United States 88.62%
1.22%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 11.20%
United Kingdom 2.10%
9.11%
France 6.55%
Ireland -0.09%
Netherlands -0.04%
Sweden -0.01%
Switzerland 2.71%
0.00%
0.00%
Greater Asia -0.01%
Japan 0.00%
-0.01%
Australia -0.01%
-0.01%
Singapore -0.01%
0.00%
Unidentified Region 0.98%

Stock Sector Exposure

Cyclical
107.5%
Materials
-0.21%
Consumer Discretionary
-1.85%
Financials
104.3%
Real Estate
5.21%
Sensitive
-6.35%
Communication Services
0.84%
Energy
-0.26%
Industrials
-1.91%
Information Technology
-5.02%
Defensive
-1.95%
Consumer Staples
-1.51%
Health Care
-0.14%
Utilities
-0.30%
Not Classified
0.80%
Non Classified Equity
-0.02%
Not Classified - Non Equity
0.82%
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