Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.12%
Stock 98.95%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.06%
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Market Capitalization

As of November 30, 2025
Large 19.69%
Mid 22.49%
Small 57.82%
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Region Exposure

% Developed Markets: 94.15%    % Emerging Markets: 5.91%    % Unidentified Markets: -0.06%

Americas 80.22%
75.81%
Canada 0.88%
United States 74.94%
4.41%
Argentina 1.02%
Brazil 0.27%
Mexico 0.44%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.80%
United Kingdom 1.65%
8.02%
Denmark 0.46%
Germany 0.87%
Ireland 0.41%
Italy 2.29%
Netherlands 1.02%
Spain 0.45%
Sweden 0.16%
Switzerland 2.00%
0.00%
4.13%
Israel 2.51%
South Africa 1.62%
Greater Asia 6.03%
Japan 3.11%
0.33%
Australia 0.33%
0.62%
Hong Kong 0.62%
1.98%
India 0.16%
Thailand 1.82%
Unidentified Region -0.06%

Stock Sector Exposure

Cyclical
29.85%
Materials
2.90%
Consumer Discretionary
8.82%
Financials
17.67%
Real Estate
0.46%
Sensitive
59.20%
Communication Services
0.93%
Energy
0.78%
Industrials
31.96%
Information Technology
25.53%
Defensive
10.95%
Consumer Staples
1.71%
Health Care
8.10%
Utilities
1.14%
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