Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.56%
Stock 96.56%
Bond 1.88%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 2.45%
Mid 49.77%
Small 47.78%
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Region Exposure

% Developed Markets: 98.58%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.42%

Americas 97.97%
96.64%
United States 96.64%
1.33%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.61%
United Kingdom 0.00%
0.61%
Ireland 0.61%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.42%

Stock Sector Exposure

Cyclical
40.58%
Materials
7.50%
Consumer Discretionary
8.44%
Financials
16.51%
Real Estate
8.13%
Sensitive
31.86%
Communication Services
2.47%
Energy
7.47%
Industrials
13.94%
Information Technology
7.97%
Defensive
24.22%
Consumer Staples
5.43%
Health Care
10.50%
Utilities
8.29%
Not Classified
3.35%
Non Classified Equity
0.00%
Not Classified - Non Equity
3.35%
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