Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.02%
Stock 99.07%
Bond 0.07%
Convertible 0.00%
Preferred 0.82%
Other 0.03%
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Market Capitalization

As of November 30, 2025
Large 79.33%
Mid 14.98%
Small 5.69%
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Region Exposure

% Developed Markets: 98.10%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.90%

Americas 93.08%
93.08%
United States 93.08%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.02%
United Kingdom 2.37%
2.65%
Ireland 1.13%
Switzerland 1.52%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 1.90%

Stock Sector Exposure

Cyclical
39.46%
Materials
1.04%
Consumer Discretionary
14.43%
Financials
23.99%
Real Estate
0.00%
Sensitive
48.60%
Communication Services
13.00%
Energy
1.26%
Industrials
6.45%
Information Technology
27.89%
Defensive
10.03%
Consumer Staples
1.29%
Health Care
8.74%
Utilities
0.00%
Not Classified
1.91%
Non Classified Equity
1.84%
Not Classified - Non Equity
0.06%
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