Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.57%
Stock 99.43%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 50.69%
Mid 17.45%
Small 31.85%
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Region Exposure

% Developed Markets: 95.66%    % Emerging Markets: 3.77%    % Unidentified Markets: 0.57%

Americas 42.16%
42.16%
Canada 2.86%
United States 39.29%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 50.90%
United Kingdom 3.06%
47.84%
Denmark 2.12%
France 12.65%
Germany 7.61%
Ireland 8.13%
Italy 4.45%
Netherlands 2.50%
Spain 4.72%
Sweden 2.56%
Switzerland 3.10%
0.00%
0.00%
Greater Asia 6.38%
Japan 0.00%
0.00%
2.61%
South Korea 2.61%
3.77%
China 3.77%
Unidentified Region 0.57%

Stock Sector Exposure

Cyclical
12.11%
Materials
5.70%
Consumer Discretionary
6.41%
Financials
0.00%
Real Estate
0.00%
Sensitive
72.08%
Communication Services
0.00%
Energy
0.00%
Industrials
46.99%
Information Technology
25.09%
Defensive
15.81%
Consumer Staples
0.00%
Health Care
0.00%
Utilities
15.81%
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