Asset Allocation

As of November 30, 2025.
Type % Net
Cash -1.35%
Stock 100.7%
Bond 0.65%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
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Market Capitalization

As of November 30, 2025
Large 1.05%
Mid 7.66%
Small 91.28%
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Region Exposure

% Developed Markets: 94.90%    % Emerging Markets: 4.28%    % Unidentified Markets: 0.83%

Americas 98.61%
94.33%
Canada 1.07%
United States 93.26%
4.28%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.57%
United Kingdom 0.16%
0.40%
Ireland 0.40%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.83%

Stock Sector Exposure

Cyclical
14.05%
Materials
2.66%
Consumer Discretionary
4.49%
Financials
4.51%
Real Estate
2.39%
Sensitive
59.88%
Communication Services
0.74%
Energy
4.80%
Industrials
30.83%
Information Technology
23.51%
Defensive
24.55%
Consumer Staples
2.32%
Health Care
22.23%
Utilities
0.00%
Not Classified
1.52%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.52%
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