Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.11%
Stock 99.69%
Bond 0.09%
Convertible 0.00%
Preferred 0.00%
Other 0.10%
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Market Capitalization

As of November 30, 2025
Large 79.49%
Mid 8.86%
Small 11.65%
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Region Exposure

% Developed Markets: 99.24%    % Emerging Markets: 0.62%    % Unidentified Markets: 0.14%

Americas 96.30%
95.73%
Canada 0.89%
United States 94.84%
0.58%
Argentina 0.01%
Brazil 0.01%
Mexico 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.72%
United Kingdom 1.00%
1.30%
Belgium 0.00%
Denmark 0.04%
France 0.06%
Germany 0.04%
Greece 0.01%
Ireland 0.34%
Italy 0.00%
Netherlands 0.65%
Norway 0.00%
Spain 0.00%
Sweden 0.01%
Switzerland 0.12%
0.00%
Turkey 0.00%
0.42%
Israel 0.40%
South Africa 0.00%
United Arab Emirates 0.01%
Greater Asia 0.84%
Japan 0.00%
0.10%
Australia 0.10%
0.43%
Hong Kong 0.10%
Singapore 0.32%
South Korea 0.00%
Taiwan 0.01%
0.30%
China 0.23%
India 0.02%
Indonesia 0.01%
Kazakhstan 0.04%
Malaysia 0.00%
Unidentified Region 0.14%

Stock Sector Exposure

Cyclical
18.42%
Materials
0.75%
Consumer Discretionary
13.62%
Financials
3.53%
Real Estate
0.51%
Sensitive
71.54%
Communication Services
16.36%
Energy
0.44%
Industrials
3.08%
Information Technology
51.66%
Defensive
9.59%
Consumer Staples
2.74%
Health Care
5.93%
Utilities
0.92%
Not Classified
0.45%
Non Classified Equity
0.26%
Not Classified - Non Equity
0.19%
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