Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.00%
Stock 97.72%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 2.28%
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Market Capitalization

As of November 30, 2025
Large 75.16%
Mid 19.74%
Small 5.11%
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Region Exposure

% Developed Markets: 86.50%    % Emerging Markets: 11.22%    % Unidentified Markets: 2.28%

Americas 32.79%
32.79%
United States 32.79%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 35.99%
United Kingdom 11.31%
23.52%
Denmark 1.60%
France 10.76%
Germany 4.35%
Ireland 4.17%
Netherlands 2.64%
1.16%
Turkey 1.16%
0.00%
Greater Asia 28.94%
Japan 1.15%
1.24%
Australia 1.24%
16.50%
Hong Kong 7.24%
South Korea 4.56%
Taiwan 4.71%
10.05%
China 5.90%
India 3.08%
Philippines 1.07%
Unidentified Region 2.28%

Stock Sector Exposure

Cyclical
36.07%
Materials
3.72%
Consumer Discretionary
13.00%
Financials
19.35%
Real Estate
0.00%
Sensitive
55.36%
Communication Services
26.96%
Energy
7.00%
Industrials
9.58%
Information Technology
11.81%
Defensive
6.40%
Consumer Staples
2.91%
Health Care
3.49%
Utilities
0.00%
Not Classified
2.18%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.18%
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