Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.32%
Stock 98.63%
Bond 1.05%
Convertible 0.00%
Preferred 0.00%
Other -0.00%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 63.75%
Mid 30.66%
Small 5.60%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 99.50%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.50%

Americas 93.06%
92.91%
United States 92.91%
0.15%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 6.31%
United Kingdom 1.34%
4.96%
Ireland 4.25%
Switzerland 0.72%
0.00%
0.00%
Greater Asia 0.13%
Japan 0.00%
0.00%
0.13%
Singapore 0.13%
0.00%
Unidentified Region 0.50%

Stock Sector Exposure

Cyclical
35.02%
Materials
3.43%
Consumer Discretionary
4.75%
Financials
24.73%
Real Estate
2.11%
Sensitive
32.76%
Communication Services
4.25%
Energy
6.43%
Industrials
11.26%
Information Technology
10.83%
Defensive
31.64%
Consumer Staples
9.78%
Health Care
16.82%
Utilities
5.04%
Not Classified
0.58%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.58%
As of November 30, 2025
View Region Exposure
Start Trial

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