Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.33%
Stock 99.92%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.25%
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Market Capitalization

As of November 30, 2025
Large 56.70%
Mid 23.32%
Small 19.98%
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Region Exposure

% Developed Markets: 95.83%    % Emerging Markets: 4.09%    % Unidentified Markets: 0.08%

Americas 90.02%
89.34%
Canada 1.77%
United States 87.57%
0.68%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.47%
United Kingdom 0.00%
2.98%
Finland 0.99%
Sweden 0.95%
0.00%
0.49%
Israel 0.49%
Greater Asia 6.43%
Japan 0.00%
0.00%
3.02%
Hong Kong 1.40%
Singapore 1.62%
3.41%
China 3.41%
Unidentified Region 0.08%

Stock Sector Exposure

Cyclical
23.28%
Materials
0.00%
Consumer Discretionary
21.76%
Financials
1.51%
Real Estate
0.00%
Sensitive
73.64%
Communication Services
31.87%
Energy
0.00%
Industrials
3.29%
Information Technology
38.48%
Defensive
1.36%
Consumer Staples
0.00%
Health Care
1.36%
Utilities
0.00%
Not Classified
1.73%
Non Classified Equity
1.73%
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