Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.61%
Stock 96.81%
Bond 3.34%
Convertible 0.00%
Preferred 0.00%
Other -2.75%
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Market Capitalization

As of November 30, 2025
Large 2.44%
Mid 3.78%
Small 93.78%
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Region Exposure

% Developed Markets: 98.31%    % Emerging Markets: 1.92%    % Unidentified Markets: -0.23%

Americas 94.84%
91.96%
United States 91.96%
2.88%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.86%
United Kingdom 0.00%
1.86%
Ireland 1.06%
Switzerland 0.80%
0.00%
0.00%
Greater Asia 3.53%
Japan 0.00%
0.00%
1.61%
Singapore 1.61%
1.92%
Thailand 1.92%
Unidentified Region -0.23%

Stock Sector Exposure

Cyclical
36.66%
Materials
5.57%
Consumer Discretionary
6.20%
Financials
21.38%
Real Estate
3.52%
Sensitive
38.76%
Communication Services
0.59%
Energy
1.78%
Industrials
22.50%
Information Technology
13.89%
Defensive
18.81%
Consumer Staples
2.41%
Health Care
14.92%
Utilities
1.47%
Not Classified
5.77%
Non Classified Equity
0.00%
Not Classified - Non Equity
5.77%
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