Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.58%
Stock 98.75%
Bond 0.42%
Convertible 0.00%
Preferred 0.00%
Other 0.26%
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Market Capitalization

As of November 30, 2025
Large 59.16%
Mid 25.10%
Small 15.74%
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Region Exposure

% Developed Markets: 99.16%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.84%

Americas 86.12%
86.12%
Canada 2.79%
United States 83.33%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 13.04%
United Kingdom 8.73%
4.31%
France 0.55%
Ireland 1.58%
Netherlands 0.17%
Switzerland 1.98%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.84%

Stock Sector Exposure

Cyclical
37.66%
Materials
4.33%
Consumer Discretionary
8.03%
Financials
25.08%
Real Estate
0.23%
Sensitive
37.57%
Communication Services
7.66%
Energy
8.40%
Industrials
14.12%
Information Technology
7.40%
Defensive
23.67%
Consumer Staples
9.96%
Health Care
11.18%
Utilities
2.54%
Not Classified
1.09%
Non Classified Equity
0.09%
Not Classified - Non Equity
1.00%
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