Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.77%
Stock 85.93%
Bond 0.01%
Convertible 0.00%
Preferred 0.00%
Other 13.29%
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Market Capitalization

As of November 30, 2025
Large 77.22%
Mid 20.35%
Small 2.43%
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Region Exposure

% Developed Markets: 86.32%    % Emerging Markets: 0.00%    % Unidentified Markets: 13.68%

Americas 79.06%
79.05%
Canada 0.06%
United States 78.99%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 7.23%
United Kingdom 0.54%
6.68%
Belgium 0.00%
Denmark 0.00%
Finland 0.00%
France 0.01%
Germany 0.01%
Ireland 4.96%
Netherlands 0.96%
Norway 0.01%
Spain 0.00%
Sweden 0.02%
Switzerland 0.69%
0.00%
0.01%
United Arab Emirates 0.01%
Greater Asia 0.04%
Japan 0.00%
0.02%
Australia 0.02%
0.01%
Singapore 0.01%
0.00%
Unidentified Region 13.68%

Stock Sector Exposure

Cyclical
30.60%
Materials
2.01%
Consumer Discretionary
11.73%
Financials
13.59%
Real Estate
3.27%
Sensitive
40.71%
Communication Services
7.12%
Energy
2.12%
Industrials
13.35%
Information Technology
18.11%
Defensive
27.79%
Consumer Staples
8.13%
Health Care
14.53%
Utilities
5.13%
Not Classified
0.89%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.89%
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