Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.65%
Stock 97.85%
Bond 1.39%
Convertible 0.00%
Preferred 0.00%
Other 0.10%
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Market Capitalization

As of November 30, 2025
Large 1.42%
Mid 4.02%
Small 94.56%
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Region Exposure

% Developed Markets: 97.43%    % Emerging Markets: 2.00%    % Unidentified Markets: 0.57%

Americas 94.73%
93.58%
Canada 4.06%
United States 89.52%
1.15%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.62%
United Kingdom 1.27%
1.34%
France 0.00%
Ireland 0.00%
Italy 1.23%
Netherlands 0.12%
Sweden 0.00%
0.00%
0.01%
Israel 0.01%
Greater Asia 2.08%
Japan 0.00%
0.00%
Australia 0.00%
0.08%
Singapore 0.00%
Taiwan 0.08%
2.00%
Thailand 2.00%
Unidentified Region 0.57%

Stock Sector Exposure

Cyclical
35.74%
Materials
6.22%
Consumer Discretionary
9.65%
Financials
16.89%
Real Estate
2.98%
Sensitive
37.98%
Communication Services
0.00%
Energy
3.23%
Industrials
18.62%
Information Technology
16.13%
Defensive
23.11%
Consumer Staples
4.27%
Health Care
15.38%
Utilities
3.47%
Not Classified
3.18%
Non Classified Equity
1.10%
Not Classified - Non Equity
2.07%
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