Asset Allocation

As of November 30, 2025.
Type % Net
Cash 5.77%
Stock 93.19%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.04%
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Market Capitalization

As of November 30, 2025
Large 11.89%
Mid 39.51%
Small 48.60%
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Region Exposure

% Developed Markets: 95.03%    % Emerging Markets: 3.92%    % Unidentified Markets: 1.05%

Americas 34.21%
30.31%
Canada 1.74%
United States 28.57%
3.90%
Mexico 3.90%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 56.58%
United Kingdom 14.89%
41.70%
Denmark 4.74%
Finland 10.13%
Germany 10.49%
Ireland 5.19%
Italy 7.22%
Norway 0.00%
0.00%
0.00%
Greater Asia 8.16%
Japan 4.25%
0.00%
3.88%
Hong Kong 3.88%
0.02%
Philippines 0.02%
Unidentified Region 1.05%

Stock Sector Exposure

Cyclical
34.80%
Materials
12.79%
Consumer Discretionary
5.72%
Financials
16.29%
Real Estate
0.00%
Sensitive
49.94%
Communication Services
4.22%
Energy
0.00%
Industrials
31.76%
Information Technology
13.95%
Defensive
15.26%
Consumer Staples
5.47%
Health Care
9.79%
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