Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.34%
Stock 99.87%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.21%
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Market Capitalization

As of November 30, 2025
Large 91.99%
Mid 7.07%
Small 0.95%
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Region Exposure

% Developed Markets: 91.86%    % Emerging Markets: 8.03%    % Unidentified Markets: 0.10%

Americas 68.08%
67.54%
Canada 2.34%
United States 65.20%
0.54%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.87%
United Kingdom 1.02%
16.86%
France 3.16%
Germany 2.48%
Italy 1.07%
Netherlands 5.54%
Spain 0.70%
Sweden 1.10%
Switzerland 2.00%
0.00%
0.00%
Greater Asia 13.95%
Japan 1.95%
0.00%
4.50%
Taiwan 4.50%
7.49%
China 2.59%
India 4.91%
Unidentified Region 0.10%

Stock Sector Exposure

Cyclical
25.53%
Materials
0.87%
Consumer Discretionary
9.92%
Financials
11.63%
Real Estate
3.11%
Sensitive
61.29%
Communication Services
22.71%
Energy
0.00%
Industrials
5.20%
Information Technology
33.38%
Defensive
13.18%
Consumer Staples
0.00%
Health Care
13.18%
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