Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.11%
Stock 99.53%
Bond 0.10%
Convertible 0.00%
Preferred 0.00%
Other 0.25%
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Market Capitalization

As of November 30, 2025
Large 69.51%
Mid 25.17%
Small 5.32%
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Region Exposure

% Developed Markets: 94.55%    % Emerging Markets: 5.13%    % Unidentified Markets: 0.31%

Americas 65.96%
64.67%
Canada 0.77%
United States 63.91%
1.28%
Brazil 1.28%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 18.79%
United Kingdom 7.22%
11.57%
Denmark 2.17%
France 2.03%
Germany 0.85%
Ireland 3.20%
Switzerland 2.27%
0.00%
0.00%
Greater Asia 14.94%
Japan 2.72%
0.00%
9.34%
Hong Kong 2.72%
South Korea 2.39%
Taiwan 4.22%
2.88%
China 2.88%
Unidentified Region 0.31%

Stock Sector Exposure

Cyclical
40.66%
Materials
2.13%
Consumer Discretionary
14.93%
Financials
21.30%
Real Estate
2.30%
Sensitive
46.47%
Communication Services
4.85%
Energy
2.15%
Industrials
12.63%
Information Technology
26.84%
Defensive
12.72%
Consumer Staples
3.52%
Health Care
9.20%
Utilities
0.00%
Not Classified
0.15%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.15%
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