Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.04%
Stock 97.36%
Bond 1.58%
Convertible 0.00%
Preferred 0.00%
Other 0.02%
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Market Capitalization

As of November 30, 2025
Large 0.96%
Mid 2.93%
Small 96.11%
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Region Exposure

% Developed Markets: 97.56%    % Emerging Markets: 1.45%    % Unidentified Markets: 0.99%

Americas 94.80%
89.98%
Canada 0.13%
United States 89.86%
4.82%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.54%
United Kingdom 0.81%
2.07%
Ireland 0.87%
Netherlands 0.05%
Switzerland 0.46%
0.00%
0.66%
Israel 0.66%
Greater Asia 0.66%
Japan 0.00%
0.00%
0.00%
0.66%
Thailand 0.66%
Unidentified Region 0.99%

Stock Sector Exposure

Cyclical
36.87%
Materials
4.06%
Consumer Discretionary
9.23%
Financials
20.10%
Real Estate
3.48%
Sensitive
35.32%
Communication Services
2.57%
Energy
3.61%
Industrials
15.51%
Information Technology
13.63%
Defensive
24.37%
Consumer Staples
3.02%
Health Care
18.26%
Utilities
3.10%
Not Classified
3.44%
Non Classified Equity
0.92%
Not Classified - Non Equity
2.52%
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