Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.17%
Stock 99.57%
Bond 0.12%
Convertible 0.00%
Preferred 0.12%
Other 0.02%
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Market Capitalization

As of November 30, 2025
Large 75.48%
Mid 16.39%
Small 8.13%
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Region Exposure

% Developed Markets: 96.79%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.21%

Americas 90.24%
90.24%
Canada 1.43%
United States 88.81%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.75%
United Kingdom 1.66%
3.81%
Germany 0.53%
Ireland 1.18%
Italy 0.44%
Netherlands 0.39%
Switzerland 0.79%
0.00%
0.28%
Israel 0.28%
Greater Asia 0.80%
Japan 0.00%
0.00%
0.80%
Taiwan 0.80%
0.00%
Unidentified Region 3.21%

Stock Sector Exposure

Cyclical
25.52%
Materials
3.07%
Consumer Discretionary
10.10%
Financials
10.87%
Real Estate
1.48%
Sensitive
57.37%
Communication Services
10.58%
Energy
3.13%
Industrials
11.22%
Information Technology
32.44%
Defensive
13.41%
Consumer Staples
3.24%
Health Care
8.93%
Utilities
1.24%
Not Classified
3.70%
Non Classified Equity
3.40%
Not Classified - Non Equity
0.29%
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