Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.76%
Stock 95.02%
Bond 3.12%
Convertible 0.00%
Preferred 0.00%
Other 0.10%
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Market Capitalization

As of November 30, 2025
Large 71.87%
Mid 16.13%
Small 12.00%
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Region Exposure

% Developed Markets: 89.96%    % Emerging Markets: 8.29%    % Unidentified Markets: 1.76%

Americas 62.99%
57.29%
Canada 4.26%
United States 53.03%
5.70%
Brazil 4.32%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.62%
United Kingdom 5.82%
16.80%
Denmark 0.02%
France 1.83%
Germany 1.48%
Ireland 4.38%
Italy 2.64%
Norway 0.02%
Sweden 0.00%
Switzerland 4.95%
0.00%
0.00%
Greater Asia 12.63%
Japan 2.34%
0.00%
7.70%
Hong Kong 2.10%
Singapore 0.92%
South Korea 1.52%
Taiwan 3.16%
2.59%
China 1.57%
India 1.02%
Unidentified Region 1.76%

Stock Sector Exposure

Cyclical
18.09%
Materials
0.79%
Consumer Discretionary
4.62%
Financials
12.69%
Real Estate
0.00%
Sensitive
57.79%
Communication Services
1.49%
Energy
1.32%
Industrials
18.50%
Information Technology
36.48%
Defensive
19.41%
Consumer Staples
1.84%
Health Care
11.97%
Utilities
5.60%
Not Classified
4.71%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.71%
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