Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.36%
Stock 97.45%
Bond 2.23%
Convertible 0.00%
Preferred 0.00%
Other -0.03%
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Market Capitalization

As of November 30, 2025
Large 2.49%
Mid 4.95%
Small 92.56%
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Region Exposure

% Developed Markets: 95.22%    % Emerging Markets: 3.41%    % Unidentified Markets: 1.37%

Americas 91.73%
91.73%
United States 91.73%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.49%
United Kingdom 0.00%
3.49%
Ireland 3.49%
0.00%
0.00%
Greater Asia 3.41%
Japan 0.00%
0.00%
0.00%
3.41%
Thailand 3.41%
Unidentified Region 1.37%

Stock Sector Exposure

Cyclical
28.02%
Materials
7.10%
Consumer Discretionary
10.73%
Financials
10.19%
Real Estate
0.00%
Sensitive
50.83%
Communication Services
4.43%
Energy
1.60%
Industrials
26.47%
Information Technology
18.33%
Defensive
17.52%
Consumer Staples
9.19%
Health Care
8.33%
Utilities
0.00%
Not Classified
3.63%
Non Classified Equity
1.05%
Not Classified - Non Equity
2.58%
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