Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.12%
Stock 99.74%
Bond 0.20%
Convertible 0.00%
Preferred 0.00%
Other -0.06%
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Market Capitalization

As of November 30, 2025
Large 88.09%
Mid 8.50%
Small 3.41%
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Region Exposure

% Developed Markets: 99.82%    % Emerging Markets: 0.18%    % Unidentified Markets: 0.00%

Americas 99.06%
98.86%
Canada 0.04%
United States 98.83%
0.19%
Brazil 0.18%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 0.86%
United Kingdom 0.00%
0.86%
Ireland 0.52%
Netherlands 0.02%
Switzerland 0.03%
0.00%
0.00%
Greater Asia 0.08%
Japan 0.00%
0.08%
Australia 0.08%
0.00%
0.00%
Unidentified Region 0.00%

Stock Sector Exposure

Cyclical
19.33%
Materials
0.32%
Consumer Discretionary
12.72%
Financials
5.88%
Real Estate
0.40%
Sensitive
69.77%
Communication Services
12.06%
Energy
0.28%
Industrials
5.22%
Information Technology
52.21%
Defensive
10.59%
Consumer Staples
2.40%
Health Care
7.89%
Utilities
0.29%
Not Classified
0.31%
Non Classified Equity
0.01%
Not Classified - Non Equity
0.30%
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