Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.02%
Stock 98.99%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.99%
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Market Capitalization

As of November 30, 2025
Large 7.08%
Mid 34.66%
Small 58.26%
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Region Exposure

% Developed Markets: 97.13%    % Emerging Markets: 1.88%    % Unidentified Markets: 0.99%

Americas 61.68%
57.09%
Canada 2.11%
United States 54.97%
4.60%
Mexico 1.87%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 21.08%
United Kingdom 2.02%
16.88%
Belgium 1.08%
Denmark 0.77%
France 3.24%
Germany 2.27%
Greece 1.52%
Italy 3.06%
Spain 1.56%
Sweden 1.64%
Switzerland 1.74%
0.00%
2.17%
Israel 2.17%
Greater Asia 16.25%
Japan 12.90%
2.09%
Australia 2.09%
1.26%
Taiwan 1.26%
0.01%
India 0.01%
Unidentified Region 0.99%

Stock Sector Exposure

Cyclical
38.95%
Materials
3.88%
Consumer Discretionary
17.74%
Financials
16.01%
Real Estate
1.33%
Sensitive
46.60%
Communication Services
2.41%
Energy
3.35%
Industrials
22.41%
Information Technology
18.43%
Defensive
13.51%
Consumer Staples
4.80%
Health Care
8.71%
Utilities
0.00%
Not Classified
0.93%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.93%
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