Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.21%
Stock 97.30%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.49%
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Market Capitalization

As of November 30, 2025
Large 83.72%
Mid 11.95%
Small 4.33%
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Region Exposure

% Developed Markets: 98.51%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.49%

Americas 78.00%
78.00%
Canada 1.10%
United States 76.90%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 17.52%
United Kingdom 2.24%
12.98%
Denmark 0.00%
Germany 2.22%
Netherlands 0.52%
Spain 4.10%
Switzerland 6.13%
0.00%
2.31%
Israel 2.31%
Greater Asia 2.99%
Japan 1.02%
0.00%
1.98%
Hong Kong 1.98%
0.00%
Unidentified Region 1.49%

Stock Sector Exposure

Cyclical
34.90%
Materials
2.60%
Consumer Discretionary
8.53%
Financials
23.77%
Real Estate
0.00%
Sensitive
40.24%
Communication Services
5.99%
Energy
0.00%
Industrials
11.33%
Information Technology
22.93%
Defensive
24.85%
Consumer Staples
2.05%
Health Care
20.70%
Utilities
2.11%
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