Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.35%
Stock 97.42%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.23%
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Market Capitalization

As of November 30, 2025
Large 82.52%
Mid 13.35%
Small 4.13%
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Region Exposure

% Developed Markets: 99.77%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.23%

Americas 60.87%
60.87%
Canada 4.52%
United States 56.35%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 33.86%
United Kingdom 12.37%
21.49%
Denmark 1.62%
France 7.82%
Germany 4.62%
Ireland 4.73%
Netherlands 1.70%
Sweden 1.01%
0.00%
0.00%
Greater Asia 5.03%
Japan 5.03%
0.00%
0.00%
0.00%
Unidentified Region 0.23%

Stock Sector Exposure

Cyclical
32.25%
Materials
1.73%
Consumer Discretionary
9.28%
Financials
19.30%
Real Estate
1.95%
Sensitive
49.44%
Communication Services
2.74%
Energy
0.00%
Industrials
17.62%
Information Technology
29.09%
Defensive
18.31%
Consumer Staples
4.23%
Health Care
12.20%
Utilities
1.88%
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