Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.25%
Stock 97.68%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.06%
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Market Capitalization

As of November 30, 2025
Large 90.35%
Mid 9.03%
Small 0.62%
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Region Exposure

% Developed Markets: 97.68%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.32%

Americas 85.75%
85.75%
United States 85.75%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.64%
United Kingdom 1.70%
6.94%
Ireland 6.94%
0.00%
0.00%
Greater Asia 3.30%
Japan 0.00%
0.00%
3.30%
Taiwan 3.30%
0.00%
Unidentified Region 2.32%

Stock Sector Exposure

Cyclical
30.63%
Materials
3.01%
Consumer Discretionary
7.82%
Financials
15.94%
Real Estate
3.86%
Sensitive
47.47%
Communication Services
2.69%
Energy
3.65%
Industrials
9.24%
Information Technology
31.89%
Defensive
21.90%
Consumer Staples
7.46%
Health Care
9.76%
Utilities
4.68%
Not Classified
0.00%
Non Classified Equity
0.00%
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