Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.30%
Stock 98.06%
Bond 0.45%
Convertible 0.00%
Preferred 0.00%
Other 1.19%
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Market Capitalization

As of November 30, 2025
Large 77.86%
Mid 16.32%
Small 5.82%
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Region Exposure

% Developed Markets: 96.42%    % Emerging Markets: 2.09%    % Unidentified Markets: 1.49%

Americas 58.75%
57.04%
United States 57.04%
1.71%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 27.64%
United Kingdom 10.09%
17.56%
Belgium 3.00%
France 2.67%
Ireland 3.76%
Netherlands 1.23%
Portugal 1.85%
Switzerland 5.05%
0.00%
0.00%
Greater Asia 12.11%
Japan 5.48%
0.00%
4.54%
Taiwan 4.54%
2.09%
India 2.09%
Unidentified Region 1.49%

Stock Sector Exposure

Cyclical
29.22%
Materials
4.10%
Consumer Discretionary
5.11%
Financials
20.01%
Real Estate
0.00%
Sensitive
48.70%
Communication Services
1.45%
Energy
0.00%
Industrials
16.22%
Information Technology
31.03%
Defensive
21.36%
Consumer Staples
3.71%
Health Care
17.65%
Utilities
0.00%
Not Classified
0.72%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.72%
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