Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.88%
Stock 99.12%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

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

% Developed Markets: 99.68%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.32%

Americas 69.76%
69.66%
Canada 3.69%
United States 65.97%
0.10%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.90%
United Kingdom 1.47%
11.10%
Belgium 0.27%
Denmark 0.00%
Finland 0.85%
France 0.17%
Germany 2.29%
Italy 0.61%
Netherlands 0.19%
Norway 0.16%
Sweden 0.74%
Switzerland 5.81%
0.00%
0.33%
Israel 0.33%
Greater Asia 17.02%
Japan 10.49%
1.54%
Australia 1.51%
4.99%
Hong Kong 3.73%
Singapore 1.26%
South Korea 0.00%
0.00%
Unidentified Region 0.32%

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
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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