Asset Allocation

As of November 30, 2025.
Type % Net
Cash -0.21%
Stock 97.61%
Bond 1.31%
Convertible 0.00%
Preferred 0.00%
Other 1.29%
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Market Capitalization

As of November 30, 2025
Large 0.76%
Mid 1.12%
Small 98.12%
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Region Exposure

% Developed Markets: 97.91%    % Emerging Markets: 1.11%    % Unidentified Markets: 0.98%

Americas 95.95%
92.66%
Canada 0.56%
United States 92.09%
3.29%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.12%
United Kingdom 0.49%
1.40%
France 0.23%
Ireland 0.59%
Switzerland 0.43%
0.00%
0.23%
Israel 0.23%
Greater Asia 0.95%
Japan 0.00%
0.00%
0.05%
Singapore 0.05%
0.90%
Thailand 0.90%
Unidentified Region 0.98%

Stock Sector Exposure

Cyclical
39.50%
Materials
5.97%
Consumer Discretionary
10.24%
Financials
18.56%
Real Estate
4.73%
Sensitive
38.83%
Communication Services
1.18%
Energy
4.40%
Industrials
19.70%
Information Technology
13.55%
Defensive
18.70%
Consumer Staples
2.94%
Health Care
13.44%
Utilities
2.32%
Not Classified
2.97%
Non Classified Equity
0.64%
Not Classified - Non Equity
2.33%
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