Asset Allocation

As of November 30, 2025.
Type % Net
Cash 2.27%
Stock 97.77%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.04%
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Market Capitalization

As of November 30, 2025
Large 0.89%
Mid 4.17%
Small 94.94%
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Region Exposure

% Developed Markets: 100.0%    % Emerging Markets: 0.00%    % Unidentified Markets: -0.04%

Americas 96.51%
94.89%
Canada 1.20%
United States 93.68%
1.62%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 3.53%
United Kingdom 2.26%
1.27%
Ireland 1.27%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region -0.04%

Stock Sector Exposure

Cyclical
22.52%
Materials
4.22%
Consumer Discretionary
6.48%
Financials
10.48%
Real Estate
1.35%
Sensitive
54.61%
Communication Services
0.00%
Energy
4.76%
Industrials
29.00%
Information Technology
20.84%
Defensive
22.87%
Consumer Staples
2.22%
Health Care
20.65%
Utilities
0.00%
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