Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.76%
Stock 94.12%
Bond 4.03%
Convertible 0.00%
Preferred 1.09%
Other 0.00%
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Market Capitalization

As of November 30, 2025
Large 77.58%
Mid 14.80%
Small 7.62%
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Region Exposure

% Developed Markets: 99.90%    % Emerging Markets: 0.00%    % Unidentified Markets: 0.10%

Americas 88.02%
88.02%
Canada 54.72%
United States 33.30%
0.00%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 10.79%
United Kingdom 2.53%
8.26%
Ireland 5.40%
Sweden 2.86%
0.00%
0.00%
Greater Asia 1.09%
Japan 0.00%
0.00%
1.09%
South Korea 1.09%
0.00%
Unidentified Region 0.10%

Stock Sector Exposure

Cyclical
43.94%
Materials
1.99%
Consumer Discretionary
6.29%
Financials
35.66%
Real Estate
0.00%
Sensitive
41.40%
Communication Services
5.33%
Energy
4.84%
Industrials
20.48%
Information Technology
10.75%
Defensive
9.94%
Consumer Staples
4.79%
Health Care
5.15%
Utilities
0.00%
Not Classified
4.73%
Non Classified Equity
0.00%
Not Classified - Non Equity
4.73%
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