Asset Allocation

As of November 30, 2025.
Type % Net
Cash 4.16%
Stock 93.62%
Bond 0.50%
Convertible 0.00%
Preferred 0.00%
Other 1.72%
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Market Capitalization

As of November 30, 2025
Large 31.25%
Mid 23.28%
Small 45.47%
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Region Exposure

% Developed Markets: 97.27%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.73%

Americas 69.68%
67.93%
Canada 30.59%
United States 37.33%
1.75%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 25.55%
United Kingdom 6.21%
19.35%
Denmark 2.65%
Germany 1.98%
Ireland 3.08%
Norway 0.01%
Sweden 7.46%
Switzerland 4.16%
0.00%
0.00%
Greater Asia 2.05%
Japan 1.88%
0.10%
Australia 0.10%
0.07%
Singapore 0.07%
0.00%
Unidentified Region 2.73%

Stock Sector Exposure

Cyclical
24.99%
Materials
14.38%
Consumer Discretionary
8.82%
Financials
1.78%
Real Estate
0.00%
Sensitive
68.27%
Communication Services
2.81%
Energy
0.00%
Industrials
52.70%
Information Technology
12.76%
Defensive
0.00%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
0.00%
Not Classified
6.74%
Non Classified Equity
2.11%
Not Classified - Non Equity
4.63%
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