Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.47%
Stock 96.79%
Bond 1.05%
Convertible 0.00%
Preferred 0.00%
Other 0.68%
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Market Capitalization

As of November 30, 2025
Large 74.86%
Mid 14.50%
Small 10.64%
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Region Exposure

% Developed Markets: 98.48%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.52%

Americas 84.20%
84.20%
Canada 2.50%
United States 81.70%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.95%
United Kingdom 5.79%
5.16%
France 0.29%
Germany 0.40%
Ireland 1.54%
Italy 0.44%
Netherlands 0.84%
Switzerland 1.64%
0.00%
0.00%
Greater Asia 3.32%
Japan 0.56%
0.00%
2.76%
South Korea 1.13%
Taiwan 1.63%
0.00%
Unidentified Region 1.52%

Stock Sector Exposure

Cyclical
33.79%
Materials
3.22%
Consumer Discretionary
7.75%
Financials
20.65%
Real Estate
2.17%
Sensitive
35.81%
Communication Services
8.07%
Energy
6.19%
Industrials
11.27%
Information Technology
10.28%
Defensive
27.16%
Consumer Staples
8.60%
Health Care
12.37%
Utilities
6.18%
Not Classified
3.24%
Non Classified Equity
0.70%
Not Classified - Non Equity
2.54%
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