Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.21%
Stock 97.56%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.23%
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Market Capitalization

As of November 30, 2025
Large 73.65%
Mid 18.30%
Small 8.05%
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Region Exposure

% Developed Markets: 97.19%    % Emerging Markets: 2.58%    % Unidentified Markets: 0.23%

Americas 28.02%
28.02%
Canada 2.21%
United States 25.82%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 40.08%
United Kingdom 11.62%
28.46%
Denmark 3.01%
Finland 9.33%
France 3.07%
Germany 1.91%
Ireland 3.41%
Switzerland 4.85%
0.00%
0.00%
Greater Asia 31.67%
Japan 14.84%
0.00%
14.25%
Hong Kong 4.05%
Singapore 3.87%
South Korea 4.18%
Taiwan 2.15%
2.58%
China 0.23%
India 2.34%
Unidentified Region 0.23%

Stock Sector Exposure

Cyclical
41.40%
Materials
9.97%
Consumer Discretionary
10.30%
Financials
21.13%
Real Estate
0.00%
Sensitive
45.46%
Communication Services
5.27%
Energy
3.20%
Industrials
18.01%
Information Technology
18.98%
Defensive
13.14%
Consumer Staples
2.14%
Health Care
11.00%
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