Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.84%
Stock 97.38%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.23%
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Market Capitalization

As of November 30, 2025
Large 91.73%
Mid 6.78%
Small 1.49%
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Region Exposure

% Developed Markets: 94.32%    % Emerging Markets: 3.75%    % Unidentified Markets: 1.93%

Americas 47.99%
47.99%
Canada 1.26%
United States 46.73%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.37%
United Kingdom 7.69%
27.68%
France 9.48%
Germany 3.87%
Ireland 5.08%
Netherlands 8.29%
Switzerland 0.95%
0.00%
0.00%
Greater Asia 14.71%
Japan 1.86%
0.00%
9.10%
Hong Kong 1.16%
Singapore 1.09%
Taiwan 6.85%
3.75%
China 1.86%
India 1.89%
Unidentified Region 1.93%

Stock Sector Exposure

Cyclical
21.26%
Materials
2.67%
Consumer Discretionary
8.80%
Financials
9.80%
Real Estate
0.00%
Sensitive
62.84%
Communication Services
10.50%
Energy
0.00%
Industrials
18.56%
Information Technology
33.78%
Defensive
15.90%
Consumer Staples
0.00%
Health Care
13.37%
Utilities
2.53%
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