Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.39%
Stock 97.82%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.79%
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Market Capitalization

As of November 30, 2025
Large 76.12%
Mid 16.72%
Small 7.15%
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Region Exposure

% Developed Markets: 99.15%    % Emerging Markets: 0.06%    % Unidentified Markets: 0.79%

Americas 96.84%
96.68%
Canada 0.83%
United States 95.85%
0.16%
Brazil 0.06%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.23%
United Kingdom 0.71%
1.52%
Finland 0.01%
Ireland 0.99%
Netherlands 0.23%
Switzerland 0.20%
0.00%
0.00%
Greater Asia 0.14%
Japan 0.00%
0.02%
Australia 0.02%
0.12%
Taiwan 0.12%
0.00%
Unidentified Region 0.79%

Stock Sector Exposure

Cyclical
30.73%
Materials
2.44%
Consumer Discretionary
10.92%
Financials
15.40%
Real Estate
1.98%
Sensitive
53.07%
Communication Services
10.45%
Energy
2.87%
Industrials
9.75%
Information Technology
30.01%
Defensive
15.97%
Consumer Staples
3.81%
Health Care
10.19%
Utilities
1.97%
Not Classified
0.23%
Non Classified Equity
0.23%
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