Asset Allocation

As of November 30, 2025.
Type % Net
Cash -0.51%
Stock 99.73%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.77%
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Market Capitalization

As of November 30, 2025
Large 95.14%
Mid 4.41%
Small 0.45%
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Region Exposure

% Developed Markets: 94.06%    % Emerging Markets: 5.17%    % Unidentified Markets: 0.77%

Americas 69.88%
66.15%
Canada 4.59%
United States 61.55%
3.74%
Brazil 2.21%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.70%
United Kingdom 0.00%
18.70%
Belgium 1.86%
France 4.52%
Italy 2.04%
Spain 1.81%
Switzerland 6.70%
0.00%
0.00%
Greater Asia 10.64%
Japan 2.86%
0.00%
6.36%
Singapore 1.31%
Taiwan 5.05%
1.43%
China 0.53%
India 0.90%
Unidentified Region 0.77%

Stock Sector Exposure

Cyclical
23.84%
Materials
0.00%
Consumer Discretionary
18.86%
Financials
4.98%
Real Estate
0.00%
Sensitive
64.68%
Communication Services
18.83%
Energy
0.00%
Industrials
0.00%
Information Technology
45.85%
Defensive
10.74%
Consumer Staples
3.18%
Health Care
7.57%
Utilities
0.00%
Not Classified
0.74%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.74%
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