Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.75%
Stock 97.96%
Bond 0.09%
Convertible 0.00%
Preferred 1.46%
Other -0.26%
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Market Capitalization

As of November 30, 2025
Large 65.09%
Mid 21.08%
Small 13.83%
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Region Exposure

% Developed Markets: 95.51%    % Emerging Markets: 4.47%    % Unidentified Markets: 0.02%

Americas 55.16%
54.85%
Canada 0.23%
United States 54.62%
0.31%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 20.86%
United Kingdom 2.17%
18.05%
Austria 0.23%
France 2.07%
Ireland 2.63%
Netherlands 8.92%
Norway 0.32%
Spain 0.75%
Sweden 2.78%
Switzerland 0.35%
0.00%
0.64%
Israel 0.64%
Greater Asia 23.97%
Japan 2.43%
0.02%
Australia 0.02%
17.04%
Hong Kong 1.72%
Singapore 1.73%
South Korea 4.39%
Taiwan 9.21%
4.47%
China 4.47%
Unidentified Region 0.02%

Stock Sector Exposure

Cyclical
15.09%
Materials
0.00%
Consumer Discretionary
8.29%
Financials
4.04%
Real Estate
2.76%
Sensitive
84.06%
Communication Services
11.13%
Energy
1.43%
Industrials
4.26%
Information Technology
67.22%
Defensive
0.05%
Consumer Staples
0.05%
Health Care
0.00%
Utilities
0.00%
Not Classified
0.81%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.81%
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