Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.70%
Stock 99.25%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.05%
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Market Capitalization

As of November 30, 2025
Large 89.81%
Mid 5.88%
Small 4.31%
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Region Exposure

% Developed Markets: 95.35%    % Emerging Markets: 4.59%    % Unidentified Markets: 0.05%

Americas 66.86%
65.41%
Canada 4.13%
United States 61.28%
1.45%
Mexico 0.78%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.43%
United Kingdom 8.84%
12.59%
Denmark 0.00%
France 3.38%
Germany 4.66%
Italy 3.16%
Netherlands 1.39%
0.00%
0.00%
Greater Asia 11.66%
Japan 4.19%
0.00%
4.33%
Hong Kong 1.61%
South Korea 1.25%
Taiwan 1.47%
3.14%
China 2.28%
India 0.87%
Unidentified Region 0.05%

Stock Sector Exposure

Cyclical
34.15%
Materials
6.03%
Consumer Discretionary
10.60%
Financials
16.42%
Real Estate
1.10%
Sensitive
48.48%
Communication Services
8.03%
Energy
3.04%
Industrials
12.35%
Information Technology
25.07%
Defensive
17.36%
Consumer Staples
4.16%
Health Care
10.36%
Utilities
2.83%
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