Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.02%
Stock 98.96%
Bond 1.03%
Convertible 0.00%
Preferred 0.00%
Other -0.01%
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Market Capitalization

As of November 30, 2025
Large 13.53%
Mid 54.46%
Small 32.01%
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Region Exposure

% Developed Markets: 98.33%    % Emerging Markets: 1.66%    % Unidentified Markets: 0.01%

Americas 95.03%
93.37%
United States 93.37%
1.66%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.96%
United Kingdom 0.00%
4.29%
Ireland 2.77%
Netherlands 1.53%
0.00%
0.67%
Israel 0.67%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
25.75%
Materials
2.33%
Consumer Discretionary
15.40%
Financials
6.68%
Real Estate
1.33%
Sensitive
48.71%
Communication Services
4.10%
Energy
4.28%
Industrials
22.03%
Information Technology
18.30%
Defensive
23.61%
Consumer Staples
4.58%
Health Care
16.53%
Utilities
2.50%
Not Classified
1.93%
Non Classified Equity
0.91%
Not Classified - Non Equity
1.02%
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