Asset Allocation

As of November 30, 2025.
Type % Net
Cash 5.31%
Stock 94.69%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 1.73%
Mid 19.40%
Small 78.86%
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Region Exposure

% Developed Markets: 96.82%    % Emerging Markets: 3.18%    % Unidentified Markets: 0.00%

Americas 55.79%
55.78%
Canada 9.52%
United States 46.26%
0.01%
Brazil 0.01%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 24.94%
United Kingdom 10.87%
13.07%
France 4.37%
Germany 1.72%
Italy 2.81%
Netherlands 0.52%
Sweden 1.16%
Switzerland 2.49%
1.00%
Poland 1.00%
0.00%
Greater Asia 19.27%
Japan 13.14%
2.44%
Australia 2.44%
2.47%
Singapore 0.81%
South Korea 1.66%
1.22%
India 1.22%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
26.78%
Materials
7.45%
Consumer Discretionary
6.85%
Financials
8.49%
Real Estate
3.99%
Sensitive
66.46%
Communication Services
4.30%
Energy
1.73%
Industrials
39.53%
Information Technology
20.91%
Defensive
6.77%
Consumer Staples
1.97%
Health Care
4.80%
Utilities
0.00%
Not Classified
0.00%
Non Classified Equity
0.00%
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