Asset Allocation

As of November 30, 2025.
Type % Net
Cash 0.64%
Stock 95.19%
Bond 3.96%
Convertible 0.00%
Preferred 0.00%
Other 0.21%
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Market Capitalization

As of November 30, 2025
Large 33.97%
Mid 38.88%
Small 27.14%
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Region Exposure

% Developed Markets: 99.09%    % Emerging Markets: 0.06%    % Unidentified Markets: 0.85%

Americas 84.55%
83.58%
Canada 6.82%
United States 76.76%
0.97%
Argentina 0.06%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 14.60%
United Kingdom 8.12%
6.48%
Germany 3.28%
Ireland 2.57%
0.00%
0.00%
Greater Asia 0.00%
Japan 0.00%
0.00%
0.00%
0.00%
Unidentified Region 0.85%

Stock Sector Exposure

Cyclical
0.00%
Materials
0.00%
Consumer Discretionary
0.00%
Financials
0.00%
Real Estate
0.00%
Sensitive
92.19%
Communication Services
0.00%
Energy
69.08%
Industrials
20.25%
Information Technology
2.86%
Defensive
6.52%
Consumer Staples
1.69%
Health Care
0.00%
Utilities
4.83%
Not Classified
1.29%
Non Classified Equity
0.00%
Not Classified - Non Equity
1.29%
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