Asset Allocation

As of November 30, 2025.
Type % Net
Cash 5.32%
Stock 94.67%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
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Market Capitalization

As of November 30, 2025
Large 77.32%
Mid 14.60%
Small 8.08%
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Region Exposure

% Developed Markets: 93.89%    % Emerging Markets: 6.17%    % Unidentified Markets: -0.06%

Americas 90.60%
84.42%
Canada 5.29%
United States 79.13%
6.17%
Brazil 3.59%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.80%
United Kingdom 0.00%
5.80%
Ireland 3.20%
0.00%
0.00%
Greater Asia 3.67%
Japan 0.00%
0.00%
3.67%
Taiwan 3.67%
0.00%
Unidentified Region -0.06%

Stock Sector Exposure

Cyclical
27.65%
Materials
3.38%
Consumer Discretionary
11.65%
Financials
12.62%
Real Estate
0.00%
Sensitive
51.28%
Communication Services
10.42%
Energy
0.00%
Industrials
9.80%
Information Technology
31.05%
Defensive
18.63%
Consumer Staples
3.38%
Health Care
12.32%
Utilities
2.92%
Not Classified
2.45%
Non Classified Equity
2.45%
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