Asset Allocation

As of November 30, 2025.
Type % Net
Cash -0.47%
Stock 104.4%
Bond 0.19%
Convertible 0.00%
Preferred 0.00%
Other -4.07%
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Market Capitalization

As of November 30, 2025
Large 95.48%
Mid 4.42%
Small 0.10%
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Region Exposure

% Developed Markets: 104.3%    % Emerging Markets: 0.00%    % Unidentified Markets: -4.31%

Americas 101.8%
101.8%
United States 101.8%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.52%
United Kingdom 1.14%
1.38%
Ireland 1.38%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -4.31%

Stock Sector Exposure

Cyclical
31.33%
Materials
1.13%
Consumer Discretionary
11.76%
Financials
17.50%
Real Estate
0.94%
Sensitive
54.09%
Communication Services
12.41%
Energy
2.77%
Industrials
8.37%
Information Technology
30.54%
Defensive
14.28%
Consumer Staples
6.72%
Health Care
5.13%
Utilities
2.43%
Not Classified
0.31%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.31%
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