Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.74%
Stock 98.20%
Bond 0.03%
Convertible 0.00%
Preferred 0.09%
Other -0.06%
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Market Capitalization

As of November 30, 2025
Large 12.26%
Mid 59.81%
Small 27.93%
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Region Exposure

% Developed Markets: 98.62%    % Emerging Markets: 0.39%    % Unidentified Markets: 0.98%

Americas 93.43%
92.87%
Canada 0.15%
United States 92.72%
0.56%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 4.86%
United Kingdom 0.63%
3.22%
Belgium 0.00%
Denmark 0.01%
Finland 0.01%
France 0.02%
Germany 0.03%
Ireland 1.57%
Netherlands 0.15%
Norway 0.02%
Spain 0.00%
Sweden 0.05%
Switzerland 1.36%
0.00%
1.01%
Israel 0.99%
United Arab Emirates 0.02%
Greater Asia 0.72%
Japan 0.01%
0.30%
Australia 0.30%
0.02%
Singapore 0.02%
0.39%
Thailand 0.39%
Unidentified Region 0.98%

Stock Sector Exposure

Cyclical
31.47%
Materials
1.02%
Consumer Discretionary
19.23%
Financials
9.53%
Real Estate
1.70%
Sensitive
42.48%
Communication Services
5.13%
Energy
3.19%
Industrials
18.47%
Information Technology
15.69%
Defensive
24.15%
Consumer Staples
1.79%
Health Care
19.89%
Utilities
2.47%
Not Classified
1.90%
Non Classified Equity
0.15%
Not Classified - Non Equity
1.75%
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