Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.08%
Stock 99.72%
Bond 0.11%
Convertible 0.00%
Preferred 0.00%
Other 0.09%
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Market Capitalization

As of November 30, 2025
Large 0.49%
Mid 3.79%
Small 95.72%
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Region Exposure

% Developed Markets: 99.40%    % Emerging Markets: 0.44%    % Unidentified Markets: 0.15%

Americas 97.21%
95.29%
Canada 0.05%
United States 95.24%
1.92%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.12%
United Kingdom 1.20%
0.92%
Ireland 0.37%
Sweden 0.25%
Switzerland 0.22%
0.00%
0.00%
Greater Asia 0.52%
Japan 0.00%
0.00%
0.09%
Singapore 0.09%
South Korea 0.00%
0.43%
Thailand 0.43%
Unidentified Region 0.15%

Stock Sector Exposure

Cyclical
40.63%
Materials
5.08%
Consumer Discretionary
14.19%
Financials
20.73%
Real Estate
0.63%
Sensitive
40.13%
Communication Services
1.86%
Energy
3.47%
Industrials
22.33%
Information Technology
12.47%
Defensive
18.68%
Consumer Staples
4.78%
Health Care
10.05%
Utilities
3.85%
Not Classified
0.56%
Non Classified Equity
0.37%
Not Classified - Non Equity
0.19%
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