Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.48%
Stock 97.51%
Bond 0.08%
Convertible 0.00%
Preferred 0.00%
Other -0.06%
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Market Capitalization

As of November 30, 2025
Large 0.00%
Mid 3.96%
Small 96.04%
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Region Exposure

% Developed Markets: 99.00%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.00%

Americas 89.91%
89.90%
Canada 0.72%
United States 89.18%
0.01%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.98%
United Kingdom 1.81%
0.65%
Belgium 0.00%
Finland 0.01%
France 0.03%
Germany 0.03%
Ireland 0.01%
Netherlands 0.02%
Norway 0.02%
Spain 0.45%
Sweden 0.06%
0.00%
6.52%
Israel 6.50%
United Arab Emirates 0.02%
Greater Asia 0.11%
Japan 0.01%
0.06%
Australia 0.06%
0.03%
Singapore 0.03%
0.00%
Unidentified Region 1.00%

Stock Sector Exposure

Cyclical
11.52%
Materials
0.40%
Consumer Discretionary
4.88%
Financials
6.24%
Real Estate
0.00%
Sensitive
58.27%
Communication Services
3.32%
Energy
3.29%
Industrials
29.64%
Information Technology
22.02%
Defensive
26.81%
Consumer Staples
0.89%
Health Care
25.92%
Utilities
0.00%
Not Classified
3.40%
Non Classified Equity
1.22%
Not Classified - Non Equity
2.18%
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