Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.23%
Stock 97.61%
Bond 0.00%
Convertible 0.00%
Preferred 1.92%
Other 0.25%
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Market Capitalization

As of November 30, 2025
Large 78.38%
Mid 17.67%
Small 3.95%
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Region Exposure

% Developed Markets: 99.75%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.25%

Americas 50.32%
50.32%
Canada 0.22%
United States 50.10%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 38.05%
United Kingdom 6.67%
31.39%
Belgium 1.45%
Denmark 1.56%
France 8.38%
Germany 5.11%
Ireland 8.01%
Netherlands 3.38%
Switzerland 3.49%
0.00%
0.00%
Greater Asia 11.38%
Japan 7.54%
0.00%
3.84%
South Korea 1.92%
Taiwan 1.92%
0.00%
Unidentified Region 0.25%

Stock Sector Exposure

Cyclical
40.05%
Materials
7.43%
Consumer Discretionary
9.83%
Financials
22.79%
Real Estate
0.00%
Sensitive
41.18%
Communication Services
6.49%
Energy
4.98%
Industrials
16.28%
Information Technology
13.43%
Defensive
18.78%
Consumer Staples
6.00%
Health Care
9.04%
Utilities
3.74%
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