Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.02%
Stock 97.11%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.86%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 99.13%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.87%

Americas 63.53%
63.53%
Canada 3.37%
United States 60.16%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.96%
United Kingdom 4.41%
17.55%
Denmark 1.30%
France 3.87%
Ireland 1.80%
Italy 0.83%
Netherlands 4.25%
Spain 2.31%
Switzerland 3.18%
0.00%
0.00%
Greater Asia 13.64%
Japan 3.54%
1.17%
Australia 1.17%
8.93%
Hong Kong 4.48%
Taiwan 4.44%
0.00%
Unidentified Region 0.87%

Stock Sector Exposure

Cyclical
36.10%
Materials
4.29%
Consumer Discretionary
20.31%
Financials
11.50%
Real Estate
0.00%
Sensitive
37.50%
Communication Services
0.82%
Energy
0.00%
Industrials
9.45%
Information Technology
27.24%
Defensive
26.40%
Consumer Staples
4.72%
Health Care
21.68%
Utilities
0.00%
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