Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.84%
Stock 98.68%
Bond 0.48%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 0.44%
Mid 1.59%
Small 97.97%
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Region Exposure

% Developed Markets: 99.25%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.75%

Americas 98.14%
95.75%
Canada 0.65%
United States 95.09%
2.39%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.11%
United Kingdom 0.00%
1.11%
Denmark 1.11%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.75%

Stock Sector Exposure

Cyclical
38.17%
Materials
3.15%
Consumer Discretionary
11.40%
Financials
19.34%
Real Estate
4.28%
Sensitive
40.62%
Communication Services
0.00%
Energy
4.77%
Industrials
19.08%
Information Technology
16.77%
Defensive
17.82%
Consumer Staples
0.49%
Health Care
15.62%
Utilities
1.71%
Not Classified
3.39%
Non Classified Equity
2.12%
Not Classified - Non Equity
1.27%
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