Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.05%
Stock 95.75%
Bond 0.00%
Convertible 0.00%
Preferred 0.12%
Other 2.07%
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Market Capitalization

As of November 30, 2025
Large 74.30%
Mid 20.98%
Small 4.73%
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Region Exposure

% Developed Markets: 97.93%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.07%

Americas 69.56%
69.56%
Canada 3.41%
United States 66.14%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.85%
United Kingdom 3.27%
15.58%
Austria 0.04%
Belgium 0.28%
Denmark 1.48%
Finland 0.47%
France 2.70%
Germany 0.90%
Ireland 1.65%
Italy 0.57%
Netherlands 2.90%
Norway 0.27%
Spain 0.54%
Sweden 0.64%
Switzerland 3.13%
0.00%
0.00%
Greater Asia 9.52%
Japan 7.16%
1.62%
Australia 1.57%
0.74%
Hong Kong 0.70%
Singapore 0.04%
0.00%
Unidentified Region 2.07%

Stock Sector Exposure

Cyclical
38.38%
Materials
3.92%
Consumer Discretionary
14.31%
Financials
18.16%
Real Estate
1.98%
Sensitive
43.29%
Communication Services
4.00%
Energy
0.00%
Industrials
10.92%
Information Technology
28.37%
Defensive
18.33%
Consumer Staples
5.82%
Health Care
10.59%
Utilities
1.92%
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