Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.35%
Stock 97.78%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.13%
View Asset Allocation
Start Trial

Market Capitalization

Large --
Mid --
Small --
No Data Available
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.83%    % Emerging Markets: 0.01%    % Unidentified Markets: 2.16%

Americas 96.96%
96.95%
Canada 0.09%
United States 96.86%
0.00%
Mexico 0.00%
Peru 0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.87%
United Kingdom 0.21%
0.66%
Ireland 0.59%
Switzerland 0.07%
0.00%
0.00%
South Africa 0.00%
Greater Asia 0.01%
Japan 0.00%
0.01%
Australia 0.01%
0.00%
0.00%
China 0.00%
Indonesia 0.00%
Unidentified Region 2.16%

Stock Sector Exposure

Cyclical
26.40%
Materials
1.03%
Consumer Discretionary
11.52%
Financials
12.13%
Real Estate
1.71%
Sensitive
59.32%
Communication Services
11.44%
Energy
2.16%
Industrials
10.71%
Information Technology
35.01%
Defensive
14.29%
Consumer Staples
4.16%
Health Care
9.31%
Utilities
0.82%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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