Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.45%
Stock 94.29%
Bond 3.29%
Convertible 0.00%
Preferred 0.00%
Other -0.03%
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Market Capitalization

As of November 30, 2025
Large 0.98%
Mid 1.36%
Small 97.66%
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Region Exposure

% Developed Markets: 96.83%    % Emerging Markets: 0.79%    % Unidentified Markets: 2.38%

Americas 93.65%
92.67%
Canada 0.13%
United States 92.54%
0.98%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.55%
United Kingdom 1.07%
1.12%
Belgium 0.28%
Germany 0.04%
Greece 0.01%
Switzerland 0.18%
0.00%
0.35%
Israel 0.35%
Greater Asia 1.42%
Japan 0.00%
0.00%
0.64%
Hong Kong 0.64%
0.79%
Thailand 0.79%
Unidentified Region 2.38%

Stock Sector Exposure

Cyclical
34.31%
Materials
9.57%
Consumer Discretionary
10.12%
Financials
11.03%
Real Estate
3.59%
Sensitive
44.52%
Communication Services
1.52%
Energy
6.59%
Industrials
20.35%
Information Technology
16.06%
Defensive
15.53%
Consumer Staples
3.01%
Health Care
11.65%
Utilities
0.87%
Not Classified
5.64%
Non Classified Equity
0.00%
Not Classified - Non Equity
5.64%
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