Asset Allocation

As of November 30, 2025.
Type % Net
Cash -0.14%
Stock 99.39%
Bond 0.00%
Convertible 0.00%
Preferred 0.97%
Other -0.23%
View Asset Allocation
Start Trial

Market Capitalization

As of November 30, 2025
Large 60.74%
Mid 21.12%
Small 18.14%
View Market Capitalization
Start Trial

Region Exposure

% Developed Markets: 97.54%    % Emerging Markets: 1.64%    % Unidentified Markets: 0.82%

Americas 95.83%
95.83%
Canada -0.14%
United States 95.96%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 1.71%
United Kingdom 0.00%
1.71%
Ireland 1.71%
0.00%
0.00%
Greater Asia 1.64%
Japan 0.00%
0.00%
0.00%
1.64%
Thailand 1.64%
Unidentified Region 0.82%

Stock Sector Exposure

Cyclical
22.05%
Materials
0.57%
Consumer Discretionary
11.72%
Financials
9.76%
Real Estate
0.00%
Sensitive
54.34%
Communication Services
5.22%
Energy
5.19%
Industrials
15.45%
Information Technology
28.48%
Defensive
22.56%
Consumer Staples
3.00%
Health Care
19.56%
Utilities
0.00%
Not Classified
1.05%
Non Classified Equity
1.05%
Not Classified - Non Equity
0.00%
As of November 30, 2025
View Region Exposure
Start Trial

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