Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.22%
Stock 94.86%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 4.92%
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Market Capitalization

As of November 30, 2025
Large 58.45%
Mid 24.08%
Small 17.47%
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Region Exposure

% Developed Markets: 95.79%    % Emerging Markets: 0.00%    % Unidentified Markets: 4.21%

Americas 84.84%
84.40%
Canada 1.93%
United States 82.47%
0.45%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.95%
United Kingdom 3.88%
7.07%
Denmark 0.21%
Finland 0.09%
France 1.18%
Ireland 4.31%
Netherlands 0.12%
Switzerland 1.09%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 4.21%

Stock Sector Exposure

Cyclical
36.04%
Materials
4.56%
Consumer Discretionary
6.31%
Financials
20.00%
Real Estate
5.18%
Sensitive
30.95%
Communication Services
7.07%
Energy
6.99%
Industrials
10.38%
Information Technology
6.51%
Defensive
28.72%
Consumer Staples
9.19%
Health Care
13.47%
Utilities
6.05%
Not Classified
4.29%
Non Classified Equity
0.27%
Not Classified - Non Equity
4.02%
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