Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.04%
Stock 99.72%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other 0.24%
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Market Capitalization

As of November 30, 2025
Large 71.54%
Mid 21.69%
Small 6.76%
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Region Exposure

% Developed Markets: 99.76%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.24%

Americas 96.06%
96.01%
Canada 0.04%
United States 95.97%
0.05%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.48%
United Kingdom 0.85%
2.63%
Ireland 1.96%
Netherlands 0.11%
Switzerland 0.55%
0.00%
0.00%
Greater Asia 0.22%
Japan 0.00%
0.00%
0.22%
Singapore 0.22%
0.00%
Unidentified Region 0.24%

Stock Sector Exposure

Cyclical
30.74%
Materials
3.18%
Consumer Discretionary
8.65%
Financials
16.19%
Real Estate
2.72%
Sensitive
43.66%
Communication Services
3.44%
Energy
5.79%
Industrials
7.88%
Information Technology
26.55%
Defensive
25.33%
Consumer Staples
6.74%
Health Care
14.72%
Utilities
3.87%
Not Classified
0.27%
Non Classified Equity
0.11%
Not Classified - Non Equity
0.16%
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