Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.07%
Stock 97.93%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 29.42%
Mid 28.04%
Small 42.53%
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Region Exposure

% Developed Markets: 95.70%    % Emerging Markets: 4.52%    % Unidentified Markets: -0.22%

Americas 51.23%
49.42%
Canada 4.64%
United States 44.78%
1.80%
Brazil 1.80%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 39.16%
United Kingdom 11.51%
27.64%
Denmark 2.48%
France 8.11%
Germany 4.69%
Ireland 2.18%
Italy 2.29%
Netherlands 1.46%
Norway 1.70%
Spain 1.70%
Sweden 1.29%
Switzerland 1.74%
0.00%
0.00%
Greater Asia 9.84%
Japan 0.97%
0.00%
6.16%
South Korea 1.49%
Taiwan 4.67%
2.72%
China 2.71%
India 0.00%
Unidentified Region -0.22%

Stock Sector Exposure

Cyclical
11.82%
Materials
10.06%
Consumer Discretionary
1.76%
Financials
0.00%
Real Estate
0.00%
Sensitive
74.36%
Communication Services
0.00%
Energy
0.00%
Industrials
48.21%
Information Technology
26.15%
Defensive
13.82%
Consumer Staples
0.00%
Health Care
2.29%
Utilities
11.53%
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