Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.28%
Stock 99.88%
Bond 0.26%
Convertible 0.00%
Preferred 0.00%
Other -0.41%
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Market Capitalization

As of November 30, 2025
Large 71.42%
Mid 15.36%
Small 13.21%
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Region Exposure

% Developed Markets: 100.2%    % Emerging Markets: 0.01%    % Unidentified Markets: -0.16%

Americas 97.83%
97.63%
Canada 0.03%
United States 97.59%
0.20%
Colombia 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.19%
United Kingdom 0.47%
1.71%
Greece 0.00%
Ireland 1.45%
Netherlands 0.01%
Sweden 0.02%
Switzerland 0.06%
0.00%
0.01%
Israel 0.01%
Greater Asia 0.15%
Japan 0.00%
0.05%
Australia 0.05%
0.10%
Singapore 0.10%
Taiwan 0.00%
0.00%
Unidentified Region -0.16%

Stock Sector Exposure

Cyclical
27.46%
Materials
2.04%
Consumer Discretionary
10.39%
Financials
12.84%
Real Estate
2.19%
Sensitive
54.70%
Communication Services
10.29%
Energy
2.98%
Industrials
9.11%
Information Technology
32.31%
Defensive
17.20%
Consumer Staples
4.49%
Health Care
10.34%
Utilities
2.37%
Not Classified
0.64%
Non Classified Equity
0.11%
Not Classified - Non Equity
0.53%
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