Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.17%
Stock 98.70%
Bond 0.16%
Convertible 0.00%
Preferred 0.51%
Other 0.46%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 69.56%
Mid 16.57%
Small 13.87%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.48%    % Emerging Markets: 1.81%    % Unidentified Markets: 0.71%

Americas 91.27%
89.47%
Canada 3.36%
United States 86.11%
1.81%
Brazil 0.92%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.22%
United Kingdom 2.36%
1.86%
Germany 0.32%
Netherlands 0.35%
Switzerland 0.90%
0.00%
0.00%
Greater Asia 3.80%
Japan 0.18%
0.00%
3.62%
Singapore 1.00%
South Korea 0.53%
Taiwan 2.09%
0.00%
China 0.00%
Unidentified Region 0.71%

Stock Sector Exposure

Cyclical
31.23%
Materials
2.08%
Consumer Discretionary
8.40%
Financials
17.98%
Real Estate
2.77%
Sensitive
57.46%
Communication Services
11.06%
Energy
3.91%
Industrials
12.10%
Information Technology
30.39%
Defensive
9.98%
Consumer Staples
3.45%
Health Care
5.51%
Utilities
1.02%
Not Classified
1.33%
Non Classified Equity
1.04%
Not Classified - Non Equity
0.29%
As of November 30, 2025
View Region Exposure
Start Trial

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