Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.00%
Stock 96.42%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 3.58%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 0.71%
Mid 13.53%
Small 85.76%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 96.05%    % Emerging Markets: 0.59%    % Unidentified Markets: 3.36%

Americas 68.65%
66.59%
Canada 2.23%
United States 64.35%
2.06%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 16.60%
United Kingdom 5.82%
10.78%
Denmark 0.43%
Finland 0.21%
France 2.61%
Germany 0.90%
Italy 1.77%
Netherlands 0.69%
Spain 0.52%
Sweden 1.19%
Switzerland 2.45%
0.00%
0.00%
Greater Asia 11.39%
Japan 7.43%
0.78%
Australia 0.78%
2.60%
Singapore 0.22%
South Korea 2.38%
0.59%
Malaysia 0.59%
Unidentified Region 3.36%

Stock Sector Exposure

Cyclical
40.57%
Materials
8.23%
Consumer Discretionary
10.39%
Financials
15.80%
Real Estate
6.15%
Sensitive
38.75%
Communication Services
3.12%
Energy
4.48%
Industrials
17.86%
Information Technology
13.29%
Defensive
16.68%
Consumer Staples
4.21%
Health Care
9.07%
Utilities
3.39%
Not Classified
4.01%
Non Classified Equity
0.76%
Not Classified - Non Equity
3.25%
As of November 30, 2025
View Region Exposure
Start Trial

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