Asset Allocation

As of November 30, 2025.
Type % Net
Cash 75.58%
Stock 24.39%
Bond -0.04%
Convertible 0.00%
Preferred 0.00%
Other 0.06%
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Market Capitalization

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

% Developed Markets: 64.41%    % Emerging Markets: -0.28%    % Unidentified Markets: 35.87%

Americas 64.56%
65.45%
Canada -0.18%
United States 65.63%
-0.89%
Brazil -0.03%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe -0.13%
United Kingdom -0.18%
-0.85%
Finland -1.67%
France -0.01%
Ireland -0.51%
Netherlands -0.03%
Sweden -0.00%
Switzerland 1.43%
0.00%
0.90%
Israel 0.91%
Saudi Arabia -0.00%
South Africa -0.02%
United Arab Emirates -0.00%
Greater Asia -0.31%
Japan -0.01%
-0.01%
Australia -0.01%
-0.09%
Hong Kong -0.04%
Singapore -0.04%
Taiwan -0.02%
-0.19%
China -0.01%
India -0.17%
Kazakhstan -0.01%
Unidentified Region 35.87%

Stock Sector Exposure

Cyclical
41.87%
Materials
-1.37%
Consumer Discretionary
18.48%
Financials
28.52%
Real Estate
-3.75%
Sensitive
22.99%
Communication Services
9.83%
Energy
7.82%
Industrials
-14.74%
Information Technology
20.08%
Defensive
38.20%
Consumer Staples
-2.37%
Health Care
39.31%
Utilities
1.26%
Not Classified
-3.07%
Non Classified Equity
-0.37%
Not Classified - Non Equity
-2.71%
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