Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.07%
Stock 97.34%
Bond 1.44%
Convertible 0.00%
Preferred 0.00%
Other 0.14%
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Market Capitalization

As of November 30, 2025
Large 75.62%
Mid 24.10%
Small 0.28%
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Region Exposure

% Developed Markets: 98.93%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.07%

Americas 89.07%
89.07%
United States 89.07%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.62%
United Kingdom 0.00%
5.62%
Ireland 3.75%
Switzerland 1.87%
0.00%
0.00%
Greater Asia 4.24%
Japan 4.24%
0.00%
0.00%
0.00%
Unidentified Region 1.07%

Stock Sector Exposure

Cyclical
30.96%
Materials
3.69%
Consumer Discretionary
5.74%
Financials
19.97%
Real Estate
1.56%
Sensitive
49.59%
Communication Services
4.26%
Energy
3.36%
Industrials
14.23%
Information Technology
27.75%
Defensive
17.12%
Consumer Staples
6.56%
Health Care
6.61%
Utilities
3.95%
Not Classified
2.33%
Non Classified Equity
0.00%
Not Classified - Non Equity
2.33%
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