Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.37%
Stock 97.85%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.22%
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Market Capitalization

Large --
Mid --
Small --
No Data Available
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Region Exposure

% Developed Markets: 99.72%    % Emerging Markets: 0.51%    % Unidentified Markets: -0.22%

Americas 100.1%
98.58%
United States 98.58%
1.57%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.08%
United Kingdom 0.00%
0.08%
Switzerland 0.08%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.22%

Stock Sector Exposure

Cyclical
31.94%
Materials
3.35%
Consumer Discretionary
15.66%
Financials
10.77%
Real Estate
2.16%
Sensitive
53.34%
Communication Services
10.85%
Energy
2.72%
Industrials
9.38%
Information Technology
30.39%
Defensive
14.69%
Consumer Staples
3.97%
Health Care
9.82%
Utilities
0.89%
Not Classified
0.04%
Non Classified Equity
0.04%
Not Classified - Non Equity
0.00%
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