Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.16%
Stock 95.38%
Bond 1.70%
Convertible 0.00%
Preferred 0.63%
Other 1.13%
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Market Capitalization

As of November 30, 2025
Large 58.58%
Mid 29.01%
Small 12.40%
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Region Exposure

% Developed Markets: 98.74%    % Emerging Markets: 0.00%    % Unidentified Markets: 1.26%

Americas 82.54%
82.54%
Canada 1.97%
United States 80.56%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.44%
United Kingdom 8.62%
5.83%
France 0.67%
Germany 0.63%
Ireland 1.94%
Netherlands 0.33%
Spain 0.55%
Switzerland 1.71%
0.00%
0.00%
Greater Asia 1.76%
Japan 0.00%
0.00%
1.76%
South Korea 1.30%
Taiwan 0.46%
0.00%
Unidentified Region 1.26%

Stock Sector Exposure

Cyclical
33.96%
Materials
6.63%
Consumer Discretionary
5.04%
Financials
18.46%
Real Estate
3.83%
Sensitive
37.79%
Communication Services
7.93%
Energy
6.14%
Industrials
11.14%
Information Technology
12.58%
Defensive
25.22%
Consumer Staples
6.85%
Health Care
13.98%
Utilities
4.40%
Not Classified
3.03%
Non Classified Equity
0.14%
Not Classified - Non Equity
2.89%
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