Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.75%
Stock 98.82%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.56%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 98.84%    % Emerging Markets: 0.11%    % Unidentified Markets: 1.05%

Americas 96.77%
96.69%
Canada 0.32%
United States 96.37%
0.07%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.13%
United Kingdom 0.59%
1.47%
Ireland 1.29%
Netherlands 0.06%
Sweden 0.05%
0.00%
0.07%
Israel 0.07%
Greater Asia 0.06%
Japan 0.00%
0.02%
Australia 0.02%
0.00%
0.03%
China 0.01%
Thailand 0.02%
Unidentified Region 1.05%

Stock Sector Exposure

Cyclical
27.16%
Materials
1.81%
Consumer Discretionary
10.85%
Financials
13.83%
Real Estate
0.67%
Sensitive
56.89%
Communication Services
11.14%
Energy
2.77%
Industrials
8.38%
Information Technology
34.60%
Defensive
15.84%
Consumer Staples
3.55%
Health Care
10.16%
Utilities
2.13%
Not Classified
0.10%
Non Classified Equity
0.10%
Not Classified - Non Equity
0.00%
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