Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.07%
Stock 96.29%
Bond 0.72%
Convertible 0.00%
Preferred 1.83%
Other 1.10%
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Market Capitalization

As of November 30, 2025
Large 76.97%
Mid 15.35%
Small 7.68%
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Region Exposure

% Developed Markets: 99.73%    % Emerging Markets: 0.27%    % Unidentified Markets: 0.00%

Americas 44.46%
44.46%
Canada 2.38%
United States 42.08%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 45.37%
United Kingdom 11.98%
33.39%
France 8.45%
Germany 2.59%
Greece 0.36%
Ireland 7.07%
Italy 1.25%
Netherlands 4.07%
Spain 0.81%
Switzerland 8.79%
0.00%
0.00%
Greater Asia 10.17%
Japan 7.70%
0.00%
2.20%
Hong Kong 0.82%
South Korea 1.38%
0.27%
China 0.27%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
34.35%
Materials
3.71%
Consumer Discretionary
3.75%
Financials
26.89%
Real Estate
0.00%
Sensitive
33.43%
Communication Services
5.52%
Energy
6.87%
Industrials
11.63%
Information Technology
9.41%
Defensive
32.22%
Consumer Staples
10.82%
Health Care
16.97%
Utilities
4.43%
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