Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.86%
Stock 97.90%
Bond 1.17%
Convertible 0.00%
Preferred 0.00%
Other 0.07%
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Market Capitalization

As of November 30, 2025
Large 81.15%
Mid 15.00%
Small 3.85%
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Region Exposure

% Developed Markets: 99.21%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.79%

Americas 96.97%
96.89%
Canada 0.03%
United States 96.85%
0.08%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.14%
United Kingdom 0.43%
1.72%
Ireland 1.34%
Netherlands 0.08%
Switzerland 0.30%
0.00%
0.00%
Greater Asia 0.10%
Japan 0.00%
0.00%
0.10%
Singapore 0.10%
0.00%
Unidentified Region 0.79%

Stock Sector Exposure

Cyclical
26.46%
Materials
1.64%
Consumer Discretionary
10.22%
Financials
12.81%
Real Estate
1.79%
Sensitive
55.09%
Communication Services
10.51%
Energy
2.78%
Industrials
7.61%
Information Technology
34.19%
Defensive
16.53%
Consumer Staples
4.62%
Health Care
9.59%
Utilities
2.32%
Not Classified
1.91%
Non Classified Equity
0.05%
Not Classified - Non Equity
1.86%
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