Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.98%
Stock 95.98%
Bond 0.00%
Convertible 0.00%
Preferred 0.14%
Other -0.10%
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Market Capitalization

As of November 30, 2025
Large 36.76%
Mid 35.63%
Small 27.61%
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Region Exposure

% Developed Markets: 96.84%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.16%

Americas 55.46%
53.24%
Canada 4.68%
United States 48.55%
2.22%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 41.38%
United Kingdom 27.79%
13.59%
France 0.91%
Germany 2.77%
Ireland 2.66%
Netherlands 2.55%
Spain 4.56%
Switzerland 0.14%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 3.16%

Stock Sector Exposure

Cyclical
31.94%
Materials
0.95%
Consumer Discretionary
5.84%
Financials
25.15%
Real Estate
0.00%
Sensitive
54.73%
Communication Services
2.94%
Energy
1.31%
Industrials
39.62%
Information Technology
10.86%
Defensive
13.33%
Consumer Staples
4.57%
Health Care
8.76%
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