Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.44%
Stock 97.32%
Bond 0.23%
Convertible 0.00%
Preferred 0.00%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 92.91%
Mid 7.09%
Small 0.00%
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Region Exposure

% Developed Markets: 98.74%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.26%

Americas 96.54%
96.53%
Canada 1.43%
United States 95.10%
0.02%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.19%
United Kingdom 0.04%
2.15%
Ireland 1.66%
Netherlands 0.00%
Switzerland 0.49%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
Singapore 0.00%
0.00%
Unidentified Region 1.26%

Stock Sector Exposure

Cyclical
26.07%
Materials
0.20%
Consumer Discretionary
9.78%
Financials
14.04%
Real Estate
2.05%
Sensitive
57.00%
Communication Services
10.65%
Energy
3.34%
Industrials
9.32%
Information Technology
33.68%
Defensive
16.93%
Consumer Staples
2.95%
Health Care
10.30%
Utilities
3.68%
Not Classified
0.01%
Non Classified Equity
0.01%
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