Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.45%
Stock 97.67%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 1.88%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 72.82%
Mid 16.87%
Small 10.31%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.33%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.67%

Americas 87.85%
87.54%
Canada 0.96%
United States 86.58%
0.31%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.14%
United Kingdom 2.88%
6.26%
France 0.41%
Ireland 2.01%
Netherlands 1.25%
Spain 0.41%
Switzerland 1.74%
0.00%
0.00%
Greater Asia 0.34%
Japan 0.00%
0.00%
0.34%
Hong Kong 0.34%
0.00%
Unidentified Region 2.67%

Stock Sector Exposure

Cyclical
29.57%
Materials
3.05%
Consumer Discretionary
12.03%
Financials
12.87%
Real Estate
1.63%
Sensitive
52.91%
Communication Services
13.10%
Energy
2.82%
Industrials
6.68%
Information Technology
30.31%
Defensive
16.97%
Consumer Staples
3.98%
Health Care
11.20%
Utilities
1.79%
Not Classified
0.55%
Non Classified Equity
0.55%
Not Classified - Non Equity
0.00%
As of November 30, 2025
View Region Exposure
Start Trial

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