Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.54%
Stock 98.46%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 1.63%
Mid 17.10%
Small 81.27%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.00%

Americas 63.78%
63.78%
Canada 2.54%
United States 61.25%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 22.19%
United Kingdom 5.00%
17.19%
Denmark 2.41%
Finland 1.75%
France 2.25%
Germany 4.90%
Greece 0.79%
Italy 0.49%
Netherlands 0.88%
Norway 1.55%
Sweden 0.74%
Switzerland 1.43%
0.00%
0.00%
Greater Asia 14.03%
Japan 13.24%
0.79%
Australia 0.79%
0.00%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
24.89%
Materials
1.98%
Consumer Discretionary
10.78%
Financials
10.40%
Real Estate
1.72%
Sensitive
60.33%
Communication Services
2.99%
Energy
3.50%
Industrials
36.00%
Information Technology
17.84%
Defensive
14.79%
Consumer Staples
6.11%
Health Care
8.68%
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