Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.16%
Stock 99.84%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 77.77%
Mid 18.21%
Small 4.03%
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Region Exposure

% Developed Markets: 93.37%    % Emerging Markets: 6.63%    % Unidentified Markets: 0.00%

Americas 62.71%
62.71%
Canada 2.05%
United States 60.66%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.52%
United Kingdom 0.00%
8.02%
Finland 0.15%
Germany 2.10%
Italy 0.11%
Netherlands 0.28%
Switzerland 5.39%
0.00%
9.50%
Qatar 2.76%
Saudi Arabia 3.19%
United Arab Emirates 0.66%
Greater Asia 19.78%
Japan 9.91%
0.79%
Australia 0.79%
5.64%
Hong Kong 4.01%
Singapore 0.25%
South Korea 0.75%
Taiwan 0.63%
3.44%
China 3.09%
Indonesia 0.03%
Malaysia 0.32%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
21.27%
Materials
2.20%
Consumer Discretionary
3.66%
Financials
15.41%
Real Estate
0.00%
Sensitive
31.59%
Communication Services
17.91%
Energy
3.91%
Industrials
4.11%
Information Technology
5.67%
Defensive
47.14%
Consumer Staples
19.33%
Health Care
21.60%
Utilities
6.21%
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