Asset Allocation

As of November 30, 2025.
Type % Net
Cash -0.25%
Stock 99.97%
Bond 0.28%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 89.57%
Mid 7.79%
Small 2.64%
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Region Exposure

% Developed Markets: 98.72%    % Emerging Markets: 1.08%    % Unidentified Markets: 0.19%

Americas 68.51%
68.51%
Canada -0.25%
United States 68.76%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 23.54%
United Kingdom 12.33%
11.21%
France 2.43%
Germany 1.89%
Ireland 2.64%
Italy 2.59%
Switzerland 1.65%
0.00%
0.00%
Greater Asia 7.76%
Japan 2.65%
0.00%
4.02%
Hong Kong 1.72%
Taiwan 2.30%
1.08%
India 1.08%
Unidentified Region 0.19%

Stock Sector Exposure

Cyclical
35.74%
Materials
4.68%
Consumer Discretionary
12.33%
Financials
17.32%
Real Estate
1.42%
Sensitive
45.41%
Communication Services
9.91%
Energy
2.49%
Industrials
10.32%
Information Technology
22.68%
Defensive
18.85%
Consumer Staples
2.69%
Health Care
14.14%
Utilities
2.01%
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