Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.60%
Stock 99.60%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.20%
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Market Capitalization

As of November 30, 2025
Large 42.57%
Mid 44.01%
Small 13.43%
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Region Exposure

% Developed Markets: 99.60%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.40%

Americas 97.52%
96.54%
United States 96.54%
0.98%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.08%
United Kingdom 0.00%
2.08%
Ireland 1.59%
Switzerland 0.49%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.40%

Stock Sector Exposure

Cyclical
34.72%
Materials
0.00%
Consumer Discretionary
22.06%
Financials
10.98%
Real Estate
1.68%
Sensitive
55.39%
Communication Services
6.09%
Energy
1.84%
Industrials
24.35%
Information Technology
23.11%
Defensive
9.89%
Consumer Staples
0.45%
Health Care
4.34%
Utilities
5.09%
Not Classified
0.00%
Non Classified Equity
0.00%
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