Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.23%
Stock 98.24%
Bond 0.88%
Convertible 0.00%
Preferred 0.14%
Other -0.49%
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Market Capitalization

As of November 30, 2025
Large 83.04%
Mid 11.52%
Small 5.44%
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Region Exposure

% Developed Markets: 98.84%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.16%

Americas 89.05%
89.05%
Canada 3.54%
United States 85.51%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.86%
United Kingdom 4.70%
4.16%
Belgium 1.17%
Denmark 0.29%
France 0.14%
Germany 0.76%
Ireland 0.12%
Italy 0.06%
Netherlands 1.13%
Spain 0.10%
Sweden 0.11%
Switzerland 0.27%
0.00%
0.00%
Greater Asia 0.93%
Japan 0.00%
0.11%
Australia 0.11%
0.82%
Singapore 0.05%
South Korea 0.03%
Taiwan 0.74%
0.00%
Unidentified Region 1.16%

Stock Sector Exposure

Cyclical
20.73%
Materials
1.88%
Consumer Discretionary
3.43%
Financials
14.73%
Real Estate
0.69%
Sensitive
60.60%
Communication Services
10.62%
Energy
8.28%
Industrials
17.16%
Information Technology
24.54%
Defensive
16.04%
Consumer Staples
4.08%
Health Care
10.89%
Utilities
1.07%
Not Classified
2.63%
Non Classified Equity
0.53%
Not Classified - Non Equity
2.09%
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