Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.36%
Stock 94.25%
Bond 2.80%
Convertible 0.00%
Preferred 0.00%
Other 2.60%
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Market Capitalization

As of November 30, 2025
Large 78.14%
Mid 14.54%
Small 7.32%
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Region Exposure

% Developed Markets: 99.61%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.39%

Americas 90.49%
90.49%
Canada 0.01%
United States 90.48%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 9.10%
United Kingdom 4.19%
4.91%
France 0.72%
Ireland 2.84%
Netherlands 1.35%
Switzerland 0.00%
0.00%
0.00%
Greater Asia 0.02%
Japan 0.02%
0.00%
0.00%
0.00%
Unidentified Region 0.39%

Stock Sector Exposure

Cyclical
36.75%
Materials
1.93%
Consumer Discretionary
7.54%
Financials
23.96%
Real Estate
3.34%
Sensitive
33.93%
Communication Services
7.57%
Energy
3.38%
Industrials
11.65%
Information Technology
11.32%
Defensive
28.68%
Consumer Staples
6.56%
Health Care
13.76%
Utilities
8.36%
Not Classified
0.64%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.64%
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