Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.00%
Stock 99.98%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.02%
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Market Capitalization

As of November 30, 2025
Large 92.04%
Mid 6.69%
Small 1.27%
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Region Exposure

% Developed Markets: 94.66%    % Emerging Markets: 5.32%    % Unidentified Markets: 0.02%

Americas 64.86%
62.58%
Canada 2.53%
United States 60.06%
2.28%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.79%
United Kingdom 1.70%
18.09%
Germany 2.50%
Ireland 7.53%
Netherlands 5.57%
Switzerland 2.48%
0.00%
0.00%
Greater Asia 15.33%
Japan 2.07%
0.00%
10.22%
Hong Kong 4.05%
Singapore 1.52%
Taiwan 4.65%
3.04%
India 3.04%
Unidentified Region 0.02%

Stock Sector Exposure

Cyclical
34.22%
Materials
0.00%
Consumer Discretionary
16.45%
Financials
17.78%
Real Estate
0.00%
Sensitive
55.02%
Communication Services
10.28%
Energy
0.00%
Industrials
7.58%
Information Technology
37.16%
Defensive
10.76%
Consumer Staples
0.00%
Health Care
10.76%
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