Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.05%
Stock 99.78%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.17%
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Market Capitalization

As of November 30, 2025
Large 17.44%
Mid 32.91%
Small 49.65%
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Region Exposure

% Developed Markets: 95.59%    % Emerging Markets: 4.23%    % Unidentified Markets: 0.17%

Americas 80.40%
76.17%
Canada 7.52%
United States 68.66%
4.23%
Brazil 4.23%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 15.50%
United Kingdom 1.35%
12.25%
Denmark 1.94%
Germany 2.73%
Italy 1.19%
Netherlands 2.97%
Spain 2.57%
Sweden 0.84%
0.00%
1.90%
Israel 1.90%
Greater Asia 3.92%
Japan 0.00%
1.21%
Australia 1.21%
2.71%
Hong Kong 0.92%
Taiwan 1.79%
0.00%
Unidentified Region 0.17%

Stock Sector Exposure

Cyclical
19.16%
Materials
0.00%
Consumer Discretionary
8.88%
Financials
10.28%
Real Estate
0.00%
Sensitive
72.31%
Communication Services
7.16%
Energy
0.00%
Industrials
43.23%
Information Technology
21.92%
Defensive
6.26%
Consumer Staples
0.00%
Health Care
6.26%
Utilities
0.00%
Not Classified
2.28%
Non Classified Equity
1.49%
Not Classified - Non Equity
0.78%
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