Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.38%
Stock 97.58%
Bond 0.04%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
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Market Capitalization

As of November 30, 2025
Large 0.50%
Mid 0.91%
Small 98.59%
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Region Exposure

% Developed Markets: 97.59%    % Emerging Markets: 1.18%    % Unidentified Markets: 1.23%

Americas 97.10%
95.33%
Canada 1.38%
United States 93.96%
1.77%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.37%
United Kingdom 0.11%
0.24%
Belgium 0.00%
Denmark 0.01%
Finland 0.01%
France 0.03%
Germany 0.04%
Ireland 0.02%
Netherlands 0.03%
Norway 0.02%
Spain 0.00%
Sweden 0.07%
0.00%
0.03%
United Arab Emirates 0.03%
Greater Asia 1.29%
Japan 0.01%
0.07%
Australia 0.07%
0.03%
Singapore 0.03%
1.18%
Thailand 1.18%
Unidentified Region 1.23%

Stock Sector Exposure

Cyclical
42.16%
Materials
7.37%
Consumer Discretionary
10.90%
Financials
20.15%
Real Estate
3.73%
Sensitive
40.36%
Communication Services
0.00%
Energy
3.69%
Industrials
23.45%
Information Technology
13.21%
Defensive
13.78%
Consumer Staples
4.44%
Health Care
8.37%
Utilities
0.97%
Not Classified
3.70%
Non Classified Equity
1.31%
Not Classified - Non Equity
2.39%
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