Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.17%
Stock 98.60%
Bond 0.14%
Convertible 0.00%
Preferred 0.02%
Other 0.07%
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Market Capitalization

As of November 30, 2025
Large 10.41%
Mid 27.55%
Small 62.04%
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Region Exposure

% Developed Markets: 99.36%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.64%

Americas 93.88%
92.08%
Canada 6.00%
United States 86.08%
1.80%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.43%
United Kingdom 1.12%
4.31%
France 0.99%
Ireland 1.98%
Norway 0.00%
Portugal 0.96%
Spain 0.36%
0.00%
0.00%
Greater Asia 0.05%
Japan 0.00%
0.03%
Australia 0.03%
0.02%
Singapore 0.02%
0.00%
Unidentified Region 0.64%

Stock Sector Exposure

Cyclical
41.34%
Materials
5.76%
Consumer Discretionary
12.21%
Financials
15.93%
Real Estate
7.43%
Sensitive
38.51%
Communication Services
1.98%
Energy
8.29%
Industrials
18.62%
Information Technology
9.61%
Defensive
18.49%
Consumer Staples
4.04%
Health Care
8.54%
Utilities
5.91%
Not Classified
1.66%
Non Classified Equity
0.39%
Not Classified - Non Equity
1.28%
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