Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.73%
Stock 93.29%
Bond 2.66%
Convertible 0.00%
Preferred 0.51%
Other -0.19%
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Market Capitalization

As of November 30, 2025
Large 87.22%
Mid 9.08%
Small 3.69%
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Region Exposure

% Developed Markets: 90.64%    % Emerging Markets: 5.49%    % Unidentified Markets: 3.86%

Americas 66.62%
66.50%
Canada 3.58%
United States 62.91%
0.13%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.60%
United Kingdom 3.08%
10.52%
Denmark 1.86%
Germany 0.89%
Ireland 3.46%
Italy 1.64%
Spain 1.63%
Sweden 1.04%
0.00%
0.00%
Greater Asia 15.91%
Japan 3.55%
0.60%
Australia 0.60%
7.72%
Hong Kong 1.24%
South Korea 2.13%
Taiwan 4.35%
4.05%
China 2.66%
India 1.38%
Unidentified Region 3.86%

Stock Sector Exposure

Cyclical
30.92%
Materials
1.80%
Consumer Discretionary
6.13%
Financials
22.99%
Real Estate
0.00%
Sensitive
59.49%
Communication Services
13.46%
Energy
2.51%
Industrials
12.07%
Information Technology
31.44%
Defensive
2.55%
Consumer Staples
0.00%
Health Care
2.55%
Utilities
0.00%
Not Classified
7.04%
Non Classified Equity
0.66%
Not Classified - Non Equity
6.38%
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