Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.22%
Stock 99.48%
Bond 0.18%
Convertible 0.00%
Preferred 0.00%
Other 0.13%
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Market Capitalization

As of November 30, 2025
Large 40.32%
Mid 22.29%
Small 37.39%
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Region Exposure

% Developed Markets: 99.76%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.24%

Americas 96.71%
95.54%
Canada 1.02%
United States 94.52%
1.17%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.66%
United Kingdom 0.00%
1.66%
Ireland 1.30%
Sweden 0.29%
Switzerland 0.07%
0.00%
0.00%
Greater Asia 1.40%
Japan 1.21%
0.00%
0.19%
South Korea 0.19%
0.00%
Unidentified Region 0.24%

Stock Sector Exposure

Cyclical
18.06%
Materials
1.86%
Consumer Discretionary
6.22%
Financials
9.60%
Real Estate
0.38%
Sensitive
40.71%
Communication Services
11.89%
Energy
2.54%
Industrials
3.88%
Information Technology
22.41%
Defensive
40.95%
Consumer Staples
15.02%
Health Care
20.08%
Utilities
5.84%
Not Classified
0.28%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.28%
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