Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.25%
Stock 99.56%
Bond 0.19%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 89.59%
Mid 7.75%
Small 2.65%
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Region Exposure

% Developed Markets: 98.83%    % Emerging Markets: 0.96%    % Unidentified Markets: 0.21%

Americas 70.05%
70.05%
Canada 0.21%
United States 69.84%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.37%
United Kingdom 11.82%
10.55%
Austria 1.37%
France 1.78%
Germany 1.40%
Ireland 1.77%
Italy 1.41%
Netherlands 0.50%
Switzerland 2.05%
0.00%
0.00%
Greater Asia 7.37%
Japan 2.72%
0.00%
3.69%
Hong Kong 0.95%
Singapore 0.55%
Taiwan 2.19%
0.96%
China 0.35%
India 0.62%
Unidentified Region 0.21%

Stock Sector Exposure

Cyclical
35.00%
Materials
4.51%
Consumer Discretionary
10.88%
Financials
18.49%
Real Estate
1.12%
Sensitive
46.88%
Communication Services
10.26%
Energy
2.55%
Industrials
10.22%
Information Technology
23.87%
Defensive
18.12%
Consumer Staples
4.59%
Health Care
11.75%
Utilities
1.78%
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