Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.14%
Stock 98.49%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.36%
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Market Capitalization

As of November 30, 2025
Large 50.17%
Mid 30.45%
Small 19.37%
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Region Exposure

% Developed Markets: 96.11%    % Emerging Markets: 2.42%    % Unidentified Markets: 1.47%

Americas 63.58%
63.58%
Canada 0.41%
United States 63.17%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.73%
United Kingdom 2.16%
22.57%
Denmark 1.28%
France 2.64%
Germany 6.38%
Ireland 5.64%
Italy 0.83%
Norway 1.51%
Portugal 0.69%
Spain 1.47%
Sweden 0.17%
Switzerland 1.97%
0.00%
0.00%
Greater Asia 10.21%
Japan 6.14%
0.00%
1.66%
South Korea 0.53%
Taiwan 1.13%
2.42%
China 2.42%
Unidentified Region 1.47%

Stock Sector Exposure

Cyclical
17.94%
Materials
4.83%
Consumer Discretionary
7.01%
Financials
5.56%
Real Estate
0.54%
Sensitive
70.43%
Communication Services
4.03%
Energy
0.00%
Industrials
47.26%
Information Technology
19.14%
Defensive
11.63%
Consumer Staples
3.66%
Health Care
0.00%
Utilities
7.96%
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