Asset Allocation

As of November 30, 2025.
Type % Net
Cash 1.08%
Stock 95.80%
Bond 0.67%
Convertible 0.00%
Preferred 0.00%
Other 2.46%
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Market Capitalization

As of November 30, 2025
Large 75.35%
Mid 15.52%
Small 9.13%
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Region Exposure

% Developed Markets: 99.92%    % Emerging Markets: 0.07%    % Unidentified Markets: 0.01%

Americas 92.26%
89.66%
Canada 70.07%
United States 19.59%
2.60%
As of November 30, 2025. Region breakdown data is calculated by using the long position holdings of the portfolio.
Greater Europe 5.75%
United Kingdom 1.53%
4.22%
Austria 0.06%
France 0.82%
Germany 0.55%
Ireland 0.45%
Italy 0.48%
Netherlands 0.16%
Norway 0.10%
Portugal 0.03%
Spain 0.62%
Sweden 0.13%
Switzerland 0.73%
0.00%
-0.00%
Israel -0.00%
Greater Asia 1.98%
Japan 1.46%
0.29%
Australia 0.29%
0.17%
Hong Kong 0.17%
0.07%
China 0.07%
Unidentified Region 0.01%

Stock Sector Exposure

Cyclical
54.38%
Materials
13.20%
Consumer Discretionary
4.83%
Financials
33.38%
Real Estate
2.97%
Sensitive
36.88%
Communication Services
6.20%
Energy
13.51%
Industrials
8.90%
Information Technology
8.28%
Defensive
8.61%
Consumer Staples
2.80%
Health Care
2.83%
Utilities
2.98%
Not Classified
0.13%
Non Classified Equity
0.13%
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