Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.70%
Stock 99.30%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 94.21%
Mid 5.79%
Small 0.00%
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Region Exposure

% Developed Markets: 92.95%    % Emerging Markets: 6.35%    % Unidentified Markets: 0.70%

Americas 73.15%
73.15%
United States 73.15%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.50%
United Kingdom 3.06%
13.45%
France 3.27%
Germany 3.35%
Ireland 3.44%
Switzerland 3.39%
0.00%
0.00%
Greater Asia 9.64%
Japan 0.00%
0.00%
3.30%
Taiwan 3.30%
6.35%
China 6.35%
Unidentified Region 0.70%

Stock Sector Exposure

Cyclical
19.49%
Materials
0.00%
Consumer Discretionary
6.52%
Financials
12.97%
Real Estate
0.00%
Sensitive
66.80%
Communication Services
13.48%
Energy
0.00%
Industrials
9.98%
Information Technology
43.34%
Defensive
13.71%
Consumer Staples
0.00%
Health Care
13.71%
Utilities
0.00%
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