Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.55%
Stock 97.41%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.04%
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Market Capitalization

As of November 30, 2025
Large 61.03%
Mid 17.95%
Small 21.03%
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Region Exposure

% Developed Markets: 99.95%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.05%

Americas 61.31%
61.31%
United States 61.31%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.63%
United Kingdom 10.44%
24.18%
Belgium 4.19%
France 7.20%
Ireland 1.55%
Italy 4.70%
Netherlands 6.55%
0.00%
1.01%
Israel 1.01%
Greater Asia 3.01%
Japan 0.00%
0.00%
3.01%
South Korea 1.60%
Taiwan 1.41%
0.00%
Unidentified Region 0.05%

Stock Sector Exposure

Cyclical
28.96%
Materials
0.00%
Consumer Discretionary
22.52%
Financials
3.32%
Real Estate
3.13%
Sensitive
27.48%
Communication Services
10.27%
Energy
2.85%
Industrials
0.00%
Information Technology
14.36%
Defensive
43.56%
Consumer Staples
21.78%
Health Care
21.77%
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