Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.01%
Stock 97.82%
Bond 1.26%
Convertible 0.00%
Preferred 0.00%
Other -0.10%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 83.80%
Mid 10.89%
Small 5.31%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.14%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.86%

Americas 58.30%
58.30%
Canada 4.23%
United States 54.06%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.85%
United Kingdom 14.80%
26.05%
France 12.23%
Germany 0.13%
Ireland 4.20%
Netherlands 5.62%
Spain 3.87%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.86%

Stock Sector Exposure

Cyclical
24.19%
Materials
0.00%
Consumer Discretionary
10.86%
Financials
13.33%
Real Estate
0.00%
Sensitive
43.46%
Communication Services
5.22%
Energy
0.00%
Industrials
20.14%
Information Technology
18.10%
Defensive
30.08%
Consumer Staples
8.79%
Health Care
21.29%
Utilities
0.00%
Not Classified
2.27%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.27%
As of November 30, 2025
View Region Exposure
Start Trial

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