Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.12%
Stock 98.82%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.06%
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Market Capitalization

As of November 30, 2025
Large 74.05%
Mid 14.92%
Small 11.03%
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Region Exposure

% Developed Markets: 99.93%    % Emerging Markets: 0.01%    % Unidentified Markets: 0.06%

Americas 95.24%
95.06%
Canada 0.31%
United States 94.75%
0.18%
Brazil 0.00%
Colombia 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.70%
United Kingdom 1.20%
3.12%
Finland 0.00%
France 0.00%
Ireland 2.80%
Netherlands 0.16%
Switzerland 0.14%
0.00%
0.38%
Israel 0.38%
Greater Asia 0.01%
Japan 0.00%
0.00%
Australia 0.00%
0.01%
Singapore 0.01%
0.00%
Unidentified Region 0.06%

Stock Sector Exposure

Cyclical
29.52%
Materials
2.53%
Consumer Discretionary
11.09%
Financials
14.33%
Real Estate
1.56%
Sensitive
54.26%
Communication Services
11.85%
Energy
2.99%
Industrials
9.22%
Information Technology
30.20%
Defensive
16.20%
Consumer Staples
3.77%
Health Care
10.08%
Utilities
2.35%
Not Classified
0.02%
Non Classified Equity
0.02%
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