Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.68%
Stock 98.56%
Bond 0.73%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

As of November 30, 2025
Large 2.92%
Mid 3.01%
Small 94.08%
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Region Exposure

% Developed Markets: 97.66%    % Emerging Markets: 1.56%    % Unidentified Markets: 0.78%

Americas 95.18%
91.62%
Canada 0.69%
United States 90.93%
3.56%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.40%
United Kingdom 1.40%
0.00%
0.00%
0.00%
Greater Asia 2.64%
Japan 0.00%
0.00%
1.08%
Singapore 1.08%
1.56%
Thailand 1.56%
Unidentified Region 0.78%

Stock Sector Exposure

Cyclical
21.20%
Materials
0.00%
Consumer Discretionary
8.53%
Financials
12.11%
Real Estate
0.56%
Sensitive
48.77%
Communication Services
1.23%
Energy
1.34%
Industrials
20.30%
Information Technology
25.89%
Defensive
28.55%
Consumer Staples
2.12%
Health Care
26.43%
Utilities
0.00%
Not Classified
1.48%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.48%
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