Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.29%
Stock 99.65%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.06%
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Market Capitalization

As of November 30, 2025
Large 82.83%
Mid 14.64%
Small 2.53%
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Region Exposure

% Developed Markets: 99.78%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.22%

Americas 95.68%
95.52%
Canada 0.02%
United States 95.49%
0.16%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.58%
United Kingdom 0.45%
3.13%
Belgium 0.00%
Denmark 0.00%
Finland 0.00%
France 0.00%
Germany 0.00%
Ireland 2.35%
Netherlands 0.50%
Norway 0.00%
Spain 0.00%
Sweden 0.01%
Switzerland 0.25%
0.00%
0.00%
United Arab Emirates 0.00%
Greater Asia 0.52%
Japan 0.00%
0.01%
Australia 0.01%
0.51%
Singapore 0.51%
0.00%
Unidentified Region 0.22%

Stock Sector Exposure

Cyclical
28.41%
Materials
1.72%
Consumer Discretionary
11.67%
Financials
13.24%
Real Estate
1.78%
Sensitive
55.50%
Communication Services
10.66%
Energy
2.86%
Industrials
7.62%
Information Technology
34.37%
Defensive
15.82%
Consumer Staples
3.71%
Health Care
9.70%
Utilities
2.40%
Not Classified
0.27%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.27%
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