Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.06%
Stock 98.78%
Bond 0.06%
Convertible 0.00%
Preferred 0.07%
Other 0.02%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 99.20%    % Emerging Markets: 0.13%    % Unidentified Markets: 0.67%

Americas 73.60%
73.38%
Canada 3.46%
United States 69.92%
0.22%
Mexico 0.01%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.72%
United Kingdom 3.78%
13.69%
Austria 0.06%
Belgium 0.20%
Denmark 0.46%
Finland 0.27%
France 2.35%
Germany 2.30%
Ireland 1.25%
Italy 0.74%
Netherlands 1.51%
Norway 0.14%
Portugal 0.05%
Spain 0.85%
Sweden 0.76%
Switzerland 2.58%
0.00%
0.25%
Israel 0.25%
Greater Asia 8.01%
Japan 5.45%
1.59%
Australia 1.53%
0.97%
Hong Kong 0.48%
Singapore 0.49%
0.01%
China 0.01%
Unidentified Region 0.67%

Stock Sector Exposure

Cyclical
31.31%
Materials
3.15%
Consumer Discretionary
10.07%
Financials
16.38%
Real Estate
1.71%
Sensitive
50.56%
Communication Services
8.93%
Energy
3.37%
Industrials
10.76%
Information Technology
27.50%
Defensive
17.86%
Consumer Staples
5.29%
Health Care
9.91%
Utilities
2.65%
Not Classified
0.27%
Non Classified Equity
0.14%
Not Classified - Non Equity
0.13%
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