Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.63%
Stock 97.37%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 35.99%
Mid 31.59%
Small 32.42%
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Region Exposure

% Developed Markets: 97.37%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.63%

Americas 91.79%
91.79%
United States 91.79%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.59%
United Kingdom 0.00%
5.59%
Ireland 5.59%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 2.63%

Stock Sector Exposure

Cyclical
29.96%
Materials
8.48%
Consumer Discretionary
8.33%
Financials
13.15%
Real Estate
0.00%
Sensitive
48.14%
Communication Services
1.66%
Energy
3.58%
Industrials
26.80%
Information Technology
16.10%
Defensive
21.90%
Consumer Staples
2.30%
Health Care
16.01%
Utilities
3.59%
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