Asset Allocation

As of November 30, 2025.
Type % Net
Cash 5.73%
Stock 90.30%
Bond 3.40%
Convertible 0.00%
Preferred 0.00%
Other 0.56%
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Market Capitalization

As of November 30, 2025
Large 59.14%
Mid 25.16%
Small 15.70%
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Region Exposure

% Developed Markets: 99.44%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.56%

Americas 91.06%
91.06%
United States 91.06%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 8.38%
United Kingdom 0.41%
7.97%
Ireland 7.49%
Switzerland 0.49%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.56%

Stock Sector Exposure

Cyclical
42.05%
Materials
6.87%
Consumer Discretionary
5.03%
Financials
29.30%
Real Estate
0.85%
Sensitive
37.40%
Communication Services
3.58%
Energy
10.05%
Industrials
14.31%
Information Technology
9.45%
Defensive
20.55%
Consumer Staples
1.04%
Health Care
17.89%
Utilities
1.62%
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