Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.49%
Stock 99.21%
Bond 0.18%
Convertible 0.00%
Preferred 0.21%
Other -0.08%
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Market Capitalization

As of November 30, 2025
Large 82.78%
Mid 11.49%
Small 5.72%
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Region Exposure

% Developed Markets: 97.65%    % Emerging Markets: 2.00%    % Unidentified Markets: 0.35%

Americas 88.00%
87.48%
Canada 1.69%
United States 85.79%
0.52%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.05%
United Kingdom 0.49%
3.34%
Germany 0.77%
Ireland 0.12%
Netherlands 1.39%
0.00%
0.22%
Israel 0.22%
Greater Asia 7.60%
Japan 2.19%
0.00%
3.94%
Hong Kong 0.52%
Singapore 0.39%
South Korea 1.00%
Taiwan 2.02%
1.47%
China 1.47%
Unidentified Region 0.35%

Stock Sector Exposure

Cyclical
5.00%
Materials
0.00%
Consumer Discretionary
3.22%
Financials
1.72%
Real Estate
0.06%
Sensitive
94.08%
Communication Services
15.55%
Energy
0.00%
Industrials
2.42%
Information Technology
76.11%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.92%
Non Classified Equity
0.60%
Not Classified - Non Equity
0.31%
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