Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.00%
Stock 98.47%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.53%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 81.78%
Mid 16.14%
Small 2.08%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 98.47%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.53%

Americas 91.09%
91.09%
United States 91.09%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.38%
United Kingdom 0.00%
3.88%
Ireland 3.88%
0.00%
3.50%
Israel 3.50%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.53%

Stock Sector Exposure

Cyclical
23.52%
Materials
2.44%
Consumer Discretionary
5.26%
Financials
15.82%
Real Estate
0.00%
Sensitive
62.52%
Communication Services
1.44%
Energy
1.74%
Industrials
11.90%
Information Technology
47.45%
Defensive
13.96%
Consumer Staples
3.33%
Health Care
5.66%
Utilities
4.96%
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