Asset Allocation

As of November 30, 2025.
Type % Net
Cash -0.12%
Stock 100.1%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 73.91%
Mid 20.92%
Small 5.17%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 100.00%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 69.77%
69.67%
Canada 3.04%
United States 66.63%
0.11%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.03%
United Kingdom 1.48%
11.22%
Belgium 0.27%
Denmark 0.00%
Finland 0.86%
France 0.17%
Germany 2.31%
Italy 0.62%
Netherlands 0.20%
Norway 0.16%
Sweden 0.75%
Switzerland 5.87%
0.00%
0.34%
Israel 0.34%
Greater Asia 17.19%
Japan 10.60%
1.55%
Australia 1.52%
5.04%
Hong Kong 3.77%
Singapore 1.27%
South Korea 0.00%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
20.81%
Materials
3.99%
Consumer Discretionary
4.27%
Financials
12.35%
Real Estate
0.19%
Sensitive
30.79%
Communication Services
15.80%
Energy
4.67%
Industrials
3.64%
Information Technology
6.69%
Defensive
48.40%
Consumer Staples
19.34%
Health Care
21.03%
Utilities
8.02%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of November 30, 2025
View Region Exposure
Start Trial

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