Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.16%
Stock 97.74%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.10%
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Market Capitalization

As of November 30, 2025
Large 59.85%
Mid 16.92%
Small 23.23%
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Region Exposure

% Developed Markets: 97.82%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.18%

Americas 78.50%
78.50%
United States 78.50%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 19.31%
United Kingdom 4.48%
14.83%
Denmark 2.48%
France 8.46%
Norway 1.19%
Switzerland 2.70%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.18%

Stock Sector Exposure

Cyclical
17.25%
Materials
5.42%
Consumer Discretionary
4.66%
Financials
7.17%
Real Estate
0.00%
Sensitive
60.63%
Communication Services
5.29%
Energy
0.00%
Industrials
28.44%
Information Technology
26.90%
Defensive
22.12%
Consumer Staples
7.30%
Health Care
14.81%
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