Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.08%
Stock 98.52%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -1.60%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.30%    % Emerging Markets: 0.22%    % Unidentified Markets: 1.48%

Americas 95.56%
95.12%
Canada 1.25%
United States 93.88%
0.43%
Brazil 0.07%
Mexico 0.09%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.67%
United Kingdom 1.49%
1.04%
Germany 0.05%
Ireland 0.53%
Italy 0.04%
Netherlands 0.11%
Sweden 0.10%
Switzerland 0.22%
0.00%
0.14%
Israel 0.14%
Greater Asia 0.29%
Japan 0.00%
0.03%
Australia 0.03%
0.21%
Hong Kong 0.04%
Singapore 0.04%
Taiwan 0.14%
0.05%
China 0.04%
India 0.01%
Unidentified Region 1.48%

Stock Sector Exposure

Cyclical
27.25%
Materials
1.88%
Consumer Discretionary
9.96%
Financials
13.89%
Real Estate
1.52%
Sensitive
56.10%
Communication Services
11.08%
Energy
2.58%
Industrials
8.30%
Information Technology
34.13%
Defensive
16.65%
Consumer Staples
4.56%
Health Care
9.45%
Utilities
2.64%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
As of November 30, 2025
View Region Exposure
Start Trial

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