Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.01%
Stock 98.45%
Bond 1.48%
Convertible 0.00%
Preferred 0.00%
Other 0.06%
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Market Capitalization

As of November 30, 2025
Large 50.56%
Mid 19.06%
Small 30.38%
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Region Exposure

% Developed Markets: 99.79%    % Emerging Markets: 0.24%    % Unidentified Markets: -0.03%

Americas 97.20%
96.30%
Canada 0.20%
United States 96.10%
0.91%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.40%
United Kingdom 0.60%
1.51%
Ireland 0.93%
Italy 0.35%
Netherlands 0.05%
Switzerland 0.18%
0.00%
0.29%
Israel 0.29%
Greater Asia 0.43%
Japan 0.00%
0.12%
Australia 0.12%
0.06%
Singapore 0.06%
0.24%
Thailand 0.24%
Unidentified Region -0.03%

Stock Sector Exposure

Cyclical
28.93%
Materials
2.55%
Consumer Discretionary
9.60%
Financials
13.45%
Real Estate
3.33%
Sensitive
49.70%
Communication Services
7.13%
Energy
3.71%
Industrials
12.39%
Information Technology
26.47%
Defensive
19.87%
Consumer Staples
3.72%
Health Care
12.38%
Utilities
3.77%
Not Classified
1.50%
Non Classified Equity
0.67%
Not Classified - Non Equity
0.83%
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