Asset Allocation

As of November 30, 2025.
Type % Net
Cash 3.94%
Stock 96.05%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.01%
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Market Capitalization

As of November 30, 2025
Large 92.72%
Mid 7.28%
Small 0.00%
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Region Exposure

% Developed Markets: 96.15%    % Emerging Markets: 0.00%    % Unidentified Markets: 3.85%

Americas 93.96%
93.94%
Canada 0.11%
United States 93.84%
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%
2.16%
Ireland 1.65%
Netherlands 0.00%
Switzerland 0.50%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 3.85%

Stock Sector Exposure

Cyclical
25.79%
Materials
0.17%
Consumer Discretionary
9.76%
Financials
13.81%
Real Estate
2.04%
Sensitive
57.27%
Communication Services
10.96%
Energy
3.37%
Industrials
9.46%
Information Technology
33.48%
Defensive
16.93%
Consumer Staples
2.94%
Health Care
10.27%
Utilities
3.72%
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