Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.03%
Stock 96.82%
Bond 1.17%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 57.53%
Mid 31.69%
Small 10.78%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.17%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.83%

Americas 85.73%
85.73%
Canada 1.48%
United States 84.25%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 12.44%
United Kingdom 3.01%
9.44%
Belgium 0.89%
France 1.37%
Ireland 4.70%
Netherlands 1.91%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.83%

Stock Sector Exposure

Cyclical
29.58%
Materials
2.80%
Consumer Discretionary
5.92%
Financials
20.10%
Real Estate
0.77%
Sensitive
36.84%
Communication Services
7.98%
Energy
6.89%
Industrials
10.57%
Information Technology
11.40%
Defensive
30.48%
Consumer Staples
8.40%
Health Care
18.03%
Utilities
4.05%
Not Classified
3.10%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.10%
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