Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.31%
Stock 94.41%
Bond 3.06%
Convertible 0.00%
Preferred 0.00%
Other 0.22%
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Market Capitalization

As of November 30, 2025
Large 0.24%
Mid 3.07%
Small 96.69%
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Region Exposure

% Developed Markets: 97.82%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.18%

Americas 95.00%
92.72%
Canada 0.13%
United States 92.59%
2.28%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.72%
United Kingdom 0.75%
1.01%
Ireland 0.35%
Italy 0.33%
Switzerland 0.33%
0.00%
0.96%
Israel 0.96%
Greater Asia 0.10%
Japan 0.00%
0.00%
0.10%
Singapore 0.10%
0.00%
Unidentified Region 2.18%

Stock Sector Exposure

Cyclical
45.60%
Materials
6.63%
Consumer Discretionary
13.12%
Financials
21.98%
Real Estate
3.88%
Sensitive
40.47%
Communication Services
1.64%
Energy
7.29%
Industrials
20.10%
Information Technology
11.44%
Defensive
8.82%
Consumer Staples
2.00%
Health Care
3.51%
Utilities
3.31%
Not Classified
5.11%
Non Classified Equity
0.15%
Not Classified - Non Equity
4.96%
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