Asset Allocation

As of November 30, 2025.
Type % Net
Cash 4.46%
Stock 93.52%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.03%
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Market Capitalization

As of November 30, 2025
Large 87.41%
Mid 7.55%
Small 5.04%
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Region Exposure

% Developed Markets: 89.42%    % Emerging Markets: 4.37%    % Unidentified Markets: 6.21%

Americas 45.99%
45.99%
Canada 2.37%
United States 43.62%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 31.79%
United Kingdom 9.70%
22.08%
France 6.36%
Germany 3.26%
Ireland 3.58%
Netherlands 7.87%
Switzerland 1.01%
0.00%
0.00%
Greater Asia 16.02%
Japan 5.66%
0.00%
5.98%
Hong Kong 1.11%
South Korea 1.87%
Taiwan 3.00%
4.37%
China 2.71%
India 1.66%
Unidentified Region 6.21%

Stock Sector Exposure

Cyclical
25.55%
Materials
3.84%
Consumer Discretionary
7.46%
Financials
14.26%
Real Estate
0.00%
Sensitive
53.93%
Communication Services
9.90%
Energy
2.04%
Industrials
18.81%
Information Technology
23.18%
Defensive
20.52%
Consumer Staples
3.17%
Health Care
15.34%
Utilities
2.02%
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