Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.11%
Stock 98.81%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.08%
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Market Capitalization

As of November 30, 2025
Large 0.37%
Mid 6.57%
Small 93.07%
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Region Exposure

% Developed Markets: 98.81%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.19%

Americas 91.87%
90.02%
Canada 0.43%
United States 89.59%
1.84%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.37%
United Kingdom 0.52%
2.11%
Ireland 2.11%
0.00%
2.74%
Israel 2.74%
Greater Asia 1.57%
Japan 0.00%
0.00%
1.57%
Hong Kong 1.33%
Singapore 0.24%
0.00%
Unidentified Region 1.19%

Stock Sector Exposure

Cyclical
44.70%
Materials
3.17%
Consumer Discretionary
11.43%
Financials
22.56%
Real Estate
7.54%
Sensitive
40.24%
Communication Services
2.56%
Energy
7.22%
Industrials
17.87%
Information Technology
12.59%
Defensive
15.06%
Consumer Staples
2.14%
Health Care
10.06%
Utilities
2.87%
Not Classified
0.00%
Non Classified Equity
0.00%
Not Classified - Non Equity
0.00%
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