Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.19%
Stock 96.90%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.09%
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Market Capitalization

As of November 30, 2025
Large 14.24%
Mid 39.45%
Small 46.31%
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Region Exposure

% Developed Markets: 90.97%    % Emerging Markets: 5.93%    % Unidentified Markets: 3.10%

Americas 52.94%
52.80%
United States 52.80%
0.15%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.88%
United Kingdom 5.94%
13.94%
Austria 0.43%
Denmark 0.85%
Finland 0.29%
France 1.95%
Germany 1.85%
Ireland 3.21%
Italy 1.68%
Netherlands 0.97%
Portugal 0.69%
Sweden 0.47%
Switzerland 1.54%
0.00%
0.00%
Greater Asia 24.08%
Japan 9.08%
3.18%
Australia 2.93%
5.89%
Hong Kong 1.15%
Singapore 0.72%
South Korea 1.91%
Taiwan 2.11%
5.93%
China 2.31%
India 2.88%
Indonesia 0.24%
Philippines 0.28%
Thailand 0.22%
Unidentified Region 3.10%

Stock Sector Exposure

Cyclical
21.11%
Materials
3.98%
Consumer Discretionary
4.87%
Financials
10.21%
Real Estate
2.05%
Sensitive
47.41%
Communication Services
3.03%
Energy
1.10%
Industrials
21.49%
Information Technology
21.79%
Defensive
29.11%
Consumer Staples
4.61%
Health Care
23.15%
Utilities
1.36%
Not Classified
2.37%
Non Classified Equity
2.37%
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