Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.25%
Stock 98.75%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 85.17%
Mid 10.55%
Small 4.28%
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Region Exposure

% Developed Markets: 97.08%    % Emerging Markets: 2.67%    % Unidentified Markets: 0.25%

Americas 55.45%
55.45%
Canada 4.05%
United States 51.40%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 29.51%
United Kingdom 7.56%
21.94%
Denmark 1.15%
Finland 1.00%
France 3.58%
Ireland 3.71%
Netherlands 6.09%
Spain 1.23%
Sweden 1.80%
Switzerland 3.39%
0.00%
0.00%
Greater Asia 14.79%
Japan 5.37%
1.01%
Australia 1.01%
5.75%
Hong Kong 1.70%
Taiwan 4.05%
2.67%
China 1.46%
India 1.21%
Unidentified Region 0.25%

Stock Sector Exposure

Cyclical
29.27%
Materials
0.62%
Consumer Discretionary
10.16%
Financials
18.50%
Real Estate
0.00%
Sensitive
50.99%
Communication Services
4.86%
Energy
0.00%
Industrials
15.52%
Information Technology
30.62%
Defensive
19.74%
Consumer Staples
8.11%
Health Care
11.63%
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