Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.66%
Stock 98.20%
Bond 0.97%
Convertible 0.00%
Preferred 0.00%
Other 0.17%
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Market Capitalization

As of November 30, 2025
Large 57.04%
Mid 31.46%
Small 11.50%
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Region Exposure

% Developed Markets: 99.30%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.70%

Americas 90.14%
90.14%
Canada 3.56%
United States 86.58%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.16%
United Kingdom 1.56%
7.60%
Denmark 0.51%
Ireland 5.13%
Netherlands 1.35%
Switzerland 0.61%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.70%

Stock Sector Exposure

Cyclical
35.67%
Materials
7.55%
Consumer Discretionary
6.87%
Financials
21.25%
Real Estate
0.00%
Sensitive
36.26%
Communication Services
3.97%
Energy
5.72%
Industrials
16.04%
Information Technology
10.53%
Defensive
26.39%
Consumer Staples
7.24%
Health Care
13.86%
Utilities
5.29%
Not Classified
1.68%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.68%
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