Asset Allocation

As of November 30, 2025.
Type % Net
Cash -0.05%
Stock 98.49%
Bond 1.56%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 84.62%
Mid 14.86%
Small 0.52%
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Region Exposure

% Developed Markets: 98.71%    % Emerging Markets: 1.31%    % Unidentified Markets: -0.02%

Americas 72.82%
72.82%
Canada 5.28%
United States 67.54%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.89%
United Kingdom 5.76%
20.12%
France 11.00%
Germany 4.31%
Netherlands 4.80%
0.00%
0.00%
Greater Asia 1.31%
Japan 0.00%
0.00%
0.00%
1.31%
India 1.31%
Unidentified Region -0.02%

Stock Sector Exposure

Cyclical
28.86%
Materials
0.69%
Consumer Discretionary
7.11%
Financials
18.87%
Real Estate
2.20%
Sensitive
53.73%
Communication Services
6.32%
Energy
10.43%
Industrials
11.53%
Information Technology
25.45%
Defensive
17.40%
Consumer Staples
6.72%
Health Care
9.53%
Utilities
1.16%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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