Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.72%
Stock 99.22%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.06%
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Market Capitalization

As of November 30, 2025
Large 75.29%
Mid 18.35%
Small 6.36%
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Region Exposure

% Developed Markets: 99.94%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.06%

Americas 96.62%
96.62%
Canada 0.09%
United States 96.53%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.32%
United Kingdom 2.40%
0.92%
Ireland 0.92%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.06%

Stock Sector Exposure

Cyclical
27.89%
Materials
3.46%
Consumer Discretionary
10.76%
Financials
12.03%
Real Estate
1.64%
Sensitive
57.48%
Communication Services
10.10%
Energy
3.83%
Industrials
9.62%
Information Technology
33.93%
Defensive
14.63%
Consumer Staples
4.35%
Health Care
8.52%
Utilities
1.76%
Not Classified
0.00%
Non Classified Equity
0.00%
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