Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.55%
Stock 99.45%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 92.49%
Mid 4.86%
Small 2.65%
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Region Exposure

% Developed Markets: 98.56%    % Emerging Markets: 1.20%    % Unidentified Markets: 0.24%

Americas 68.69%
68.69%
Canada -2.74%
United States 71.43%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.87%
United Kingdom 10.55%
10.32%
France 2.23%
Germany 1.88%
Ireland 1.84%
Italy 2.65%
Switzerland 1.72%
0.00%
0.00%
Greater Asia 10.19%
Japan 2.72%
0.00%
6.26%
Hong Kong 2.31%
Singapore 1.53%
Taiwan 2.43%
1.20%
India 1.20%
Unidentified Region 0.24%

Stock Sector Exposure

Cyclical
39.43%
Materials
3.89%
Consumer Discretionary
14.28%
Financials
19.83%
Real Estate
1.42%
Sensitive
44.18%
Communication Services
11.27%
Energy
0.00%
Industrials
10.04%
Information Technology
22.87%
Defensive
16.40%
Consumer Staples
2.60%
Health Care
13.80%
Utilities
0.00%
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