Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.64%
Stock 98.75%
Bond 0.52%
Convertible 0.00%
Preferred 0.00%
Other 0.09%
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Market Capitalization

As of November 30, 2025
Large 48.11%
Mid 22.33%
Small 29.56%
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Region Exposure

% Developed Markets: 99.55%    % Emerging Markets: 0.04%    % Unidentified Markets: 0.41%

Americas 97.25%
95.93%
United States 95.93%
1.32%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.30%
United Kingdom 0.53%
1.77%
Finland 0.04%
Ireland 1.40%
Switzerland 0.10%
0.00%
0.00%
Greater Asia 0.04%
Japan 0.00%
0.04%
Australia 0.04%
0.00%
0.00%
Unidentified Region 0.41%

Stock Sector Exposure

Cyclical
26.71%
Materials
1.97%
Consumer Discretionary
12.68%
Financials
11.78%
Real Estate
0.27%
Sensitive
53.04%
Communication Services
10.29%
Energy
1.43%
Industrials
9.49%
Information Technology
31.83%
Defensive
19.37%
Consumer Staples
4.91%
Health Care
12.64%
Utilities
1.82%
Not Classified
0.88%
Non Classified Equity
0.05%
Not Classified - Non Equity
0.83%
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