Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.81%
Stock 97.77%
Bond 0.17%
Convertible 0.00%
Preferred 0.00%
Other 1.24%
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Market Capitalization

As of November 30, 2025
Large 74.53%
Mid 15.94%
Small 9.53%
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Region Exposure

% Developed Markets: 97.94%    % Emerging Markets: 0.00%    % Unidentified Markets: 2.06%

Americas 96.63%
95.82%
Canada 0.06%
United States 95.76%
0.81%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.30%
United Kingdom 0.30%
1.00%
Belgium 0.01%
France 0.00%
Ireland 0.41%
Netherlands 0.34%
Sweden 0.00%
Switzerland 0.24%
0.00%
0.00%
United Arab Emirates 0.00%
Greater Asia 0.01%
Japan 0.00%
0.01%
Australia 0.01%
0.00%
Singapore 0.00%
0.00%
Unidentified Region 2.06%

Stock Sector Exposure

Cyclical
32.67%
Materials
1.52%
Consumer Discretionary
11.74%
Financials
17.29%
Real Estate
2.12%
Sensitive
50.01%
Communication Services
11.25%
Energy
2.34%
Industrials
6.65%
Information Technology
29.76%
Defensive
17.10%
Consumer Staples
4.67%
Health Care
9.82%
Utilities
2.61%
Not Classified
0.22%
Non Classified Equity
0.19%
Not Classified - Non Equity
0.03%
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