Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.16%
Stock 99.61%
Bond 0.20%
Convertible 0.00%
Preferred 0.00%
Other 0.03%
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Market Capitalization

As of November 30, 2025
Large 88.99%
Mid 10.63%
Small 0.38%
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Region Exposure

% Developed Markets: 99.32%    % Emerging Markets: 0.54%    % Unidentified Markets: 0.13%

Americas 97.02%
96.47%
Canada 1.43%
United States 95.04%
0.54%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 2.72%
United Kingdom 1.59%
1.12%
Ireland 0.40%
Netherlands 0.72%
0.00%
0.00%
Greater Asia 0.13%
Japan 0.00%
0.13%
Australia 0.13%
0.00%
0.00%
Unidentified Region 0.13%

Stock Sector Exposure

Cyclical
14.11%
Materials
1.00%
Consumer Discretionary
12.80%
Financials
0.31%
Real Estate
0.00%
Sensitive
74.58%
Communication Services
15.70%
Energy
0.48%
Industrials
2.94%
Information Technology
55.46%
Defensive
10.82%
Consumer Staples
4.50%
Health Care
4.90%
Utilities
1.43%
Not Classified
0.49%
Non Classified Equity
0.15%
Not Classified - Non Equity
0.33%
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