Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.17%
Stock 95.81%
Bond 0.00%
Convertible 0.00%
Preferred 1.90%
Other 0.12%
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Market Capitalization

As of November 30, 2025
Large 78.12%
Mid 15.18%
Small 6.70%
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Region Exposure

% Developed Markets: 96.49%    % Emerging Markets: 3.32%    % Unidentified Markets: 0.18%

Americas 56.88%
55.87%
Canada 1.01%
United States 54.86%
1.02%
Brazil 1.02%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 32.31%
United Kingdom 7.97%
24.33%
Denmark 1.88%
France 7.64%
Germany 3.66%
Ireland 2.05%
Netherlands 6.90%
Switzerland 2.19%
0.00%
0.00%
Greater Asia 10.63%
Japan 1.59%
0.00%
6.74%
Hong Kong 1.19%
South Korea 1.90%
Taiwan 3.65%
2.31%
China 2.31%
Unidentified Region 0.18%

Stock Sector Exposure

Cyclical
29.78%
Materials
2.36%
Consumer Discretionary
8.91%
Financials
16.05%
Real Estate
2.47%
Sensitive
48.41%
Communication Services
6.21%
Energy
4.60%
Industrials
11.93%
Information Technology
25.68%
Defensive
21.80%
Consumer Staples
5.83%
Health Care
9.55%
Utilities
6.42%
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